800.747.9273

Agency Management System

Partner XE is a best-in-class web-based agency management system that includes client, policy, and financial management. It allows you to manage large complex commercial business as well as personal lines. By presenting relevant information  immediately, Partner XE enables any user to complete their tasks in few click.  

Purpose-built for the independent insurance agency that is focused on the local community, Partner XE is a comprehensive system that is easy to use. Designed for the agency that is looking for:

  • Ease of use
  • Affordability
  • Comprehensive capabilities
  • A trusted partner

Partner Platform Capabilities

Large, Complex Commercial

Large, Complex Commercial

Text Messaging

Text Messaging

Proposal Creator Icon

Proposal Creator

Proposal Creator Icon

Secure Architecture

Sales

Producers Results Manager

Integrated Accoutning

Integrated Accounting

Mobile App

Mobile App

Mobile App

Agency Branded Mobile App

Marketing Automation Manager

Marketing Automation Manager

Document Management

Document Management

Dashboards

Sales Analytics & Dashboards

Dashboards

Agency Websites

Email Integration

Email Integration

Reporting

Reporting and Business Intelligence

Partner Client Portal

Partner Client Portal

Interactions

Integrations

Let’s Connect