As we head into summer, the Partner XE team is back in our Columbus headquarters wrapping up a nine-state Regional Learnings tour over the past few months. We’re grateful for the turnout and collaboration with the Partner XE User Community in Massachusetts,...
Danvers, MA-based Phil Richard Insurance was founded by Phil and his wife Patti in 1988. The independent, full-service agency is truly family-owned, with Phil as owner, Patti as CFO, and daughters Jacqui and Jordan also working for the agency. This first-generation...
We’ve packed our bags and are ready to hit the road! This past month, Jake Thaxton, Manager of Client Services, and I headed east to start off our 20-city Partner XE Regional Learnings tour. We started off with sessions in Boston and Hartford, MA and Philadelphia,...
John Yasik and his team at Newark, DE-based Poland & Sullivan Insurance, Inc. were frustrated. They were frustrated with rising costs, frustrated with a complicated and unreliable reporting system, and frustrated with customer service that was described as, in a...
Hear why a Pittsburgh insurance agency was looking for an insurance management system solution.
Hear from Strategic Insurance Software CEO Alex Deak on what makes SIS and Partner XE stand out in the business.
Read why one Indiana agency changed agency management system providers after almost a decade.
Discover critical insurance industry resources and connect and collaborate with peers through these industry groups.
When Denise Joy joined Elizabethtown, KY-based Bluegrass Insurance Services in 2012, she was excited to be part of a hard-working, fast-growing business. The Bluegrass motto “We’ll do anything” speaks to the level of service and personal attention found in this...
The Partner XE community closed out 2017 with a unique Regional Learning experience. Partner agencies joined us from Pennsylvania, Michigan, Ohio, and even New York state to participate in our first ever track-based Regional Learning event. This Learning Event...