A Collaborative Community

Partner XE User CommunityThe best ideas come from those who use the agency management system each day. Collaboration and communication play a significant role in advancing the Partner Platform agency management system in a way that aligns with how independent insurance agencies manage and grow their business. One of the ways in which this is accomplished is through the Partner User Community.

PartnerXE Clipboard Guy

Partner User Community includes every independent insurance agency using the Partner Platform agency management system and includes a volunteer board of Partner Platform users. Its primary functions are to educate the independent insurance agencies using the Partner  Platform on how to get the most out of their agency management system, to provide SIS with input and feedback that can be used for product and service enhancements, and to advocate for advances in technology and standards through groups like ACT (Agents Council for Technology) and AUGIE (ACORD User Groups Information Exchange).

All members are encouraged to get involved in the current and future direction of the Partner Platform agency management system through

  • Forums,
  • Surveys,
  • Workgroups,
  • National and regional user conferences,
  • And more.
Visit Partner User Community

Recent Articles

Announcing Partner Platform’s 2020 Updates

It’s hard to believe a new decade is here, and it’s a special one for us here at Partner Platform. We recently celebrated our 10th anniversary and are looking forward to the decade to come. As an agency-focused provider, we’re dedicated to giving our Partner Platform...

Insurance Agency Marketing for the Generations (2020)

As of today, there are at least four different generations in the market for insurance, and their needs cover the insurance spectrum. So, too, do the means of insurance agency marketing required to reach them. Though there is some overlap in generational preferences,...

Let’s Connect