Strategic Insurance Software Announces Partner XE 2016 Update

Columbus, OH – Strategic Insurance Software (SIS), providers of Partner XE, a leading agency management system for independent agents, today announced the upcoming release of Partner XE 2016.

This latest version reflects the ongoing collaboration between SIS and its client. The update promises to deliver improved agency workflows and efficiencies by reducing clicks and streamlining processes. Updates include multiple customer-requested features, including enhanced certificate and document management.

Happy Holidays from SIS!

holidaysWith the holidays upon us, all of us at SIS wish you and yours a safe and happy season of celebrating! We want you and your agency to receive the best service and care, and hope this holiday poem reminds you of our dedication to you!

(To the tune of “Santa Claus is Comin’ to Town”)

We’re making our list, “insuring” it’s right

Helping our clients each day and each night

SIS is always around

We’ve got a great team, who love what they do

And one support team committed to you

SIS will not let you down

Our PartnerNet community

Has Quick Guides for your “q’s”

Knowledge Base and Online Class

Get the answers right to you

Oh, keep an eye out – we’ll soon be near you

Onsite and online, and conferences, too

SIS will come to your town!

We’re always ready and willing to help our clients in any way we can. Whether through in-person trainings, regional conferences, or online support, we’re committed to making your agency management system experience the best.

With our active user community, continued education opportunities, and connections with over 300 carriers for download, SIS is covering all its bases this holiday season and beyond. Happy Holidays!

News and Updates September 2015

It’s “back to school” time and we at SIS stay focused on continuing our learning. With Partner XE 2015 rolling out we are making plans for the National User Conference in October, and participating in ACT and ACORD events in the fall.

If you haven’t yet registered for the Partner XE Today and Tomorrow conference on October 15 & 16 in Columbus, check out the agenda here and make your reservation. Rooms are going fast.

We’re also creating opportunities for education and collaboration within our Partner XE community. Our latest eGuide features tips from Partner XE agency owners, and we’re pleased to announce three upcoming workgroups for further collaboration. Find out more by reading below, and feel free to contact me with your ideas on ways to grow our Partner XE community.

All the best,

Partner XE 2015 Roll-Out

The latest Partner XE 2015 is here! Boasting a better user experienced, increased functionality, and increased workflow efficiency, the release includes an updated Outlook plugin to help your agency stay connected on the go. Look for this Outlook plugin release the week of September 28th.

ACT and ACORD15 Conferences for SIS

Partner XE product manager Bryce Lee and SIS President Michael Doran will be attending two tech-focused conferences this October. Bryce will hear from industry experts and gain insight on cyber security and readiness at the ACT conference in New Orleans. Michael will join Bryce for the ACORD15 conference in Boca Raton, FL to learn more about the challenges and opportunities of new tech, Telematics, social media and marketing, and e-signatures/e-policy delivery. We look forward to integrating their learnings into future generations of Partner XE.

Partner XE Workgroups

SIS staff, clients, and partners have come together to form three exciting new workgroups focusing on Commercial Lines Workflow, Updated Summary Screens, and Internal Remarks & Transactions. Interested in joining these workgroups? Contact Bryce Lee at

Recent eGuide on Cyber Security Features Client Stories

We’re excited about our latest eGuide, which focuses on cyber security and the threats involved with protecting your agency’s data. The guide includes advice from Partner XE agency experts, and why your agency should make cyber security a priority. Check out the eGuide and download it here.

SIS Announces the Release of Partner XE 2015 Agency Management System

Columbus, OH – Strategic Insurance Software (SIS), creators of Partner XE, a leading web-based agency management system for independent agents, is pleased to announce that the launch of Partner XE 2015 has been successfully completed. The updated version includes major enhancements designed to make it easier to use, reduce clicks and provide greater efficiencies particularly for agencies with significant commercial clients.

Of the software’s update, Alex Deak, CEO of SIS, stated, “This latest Partner XE update was the biggest and best release to date. Users are extremely pleased with the software’s updated workflows, making their jobs more efficient and accurate. We’re also hearing excellent reviews of the completely redesigned certificate management workflow. Overall, this launch has been a great success.”

User Feedback Drives Changes for Higher Efficiency

Like past Partner XE updates, user feedback was the primary driver of change for this release. SIS received requests from dozens of partners, translating into over 200 system updates designed to enhance independent agencies’ workflow.

Because of this, users have positively received the release. “The latest, greatest update, Partner XE 2015, is not only great but just what we expected.  SIS has a long tradition of listening to their clients and developing and enhancing programs to meet the clients’ needs. We said what we wanted. They listened, developed and delivered…just as promised.  It is so refreshing to have a relationship with a vendor that treats us like they are an integral part of our internal team,” stated, Max B. Van Wyk of Van Wyk Risk Solutions.

Better User Experience and Increased Efficiency

The updated Partner XE software includes new layouts and user interactions to make the program more user-friendly and efficient. Some of these updates include:

  • Enhanced management of commercial lines schedules
  • Improved Client Summary and Download Entity Assignment window layouts and functionality
  • Optimized Quick Create panel
  • Increased LOB support
  • Improved email signature, and much more.

Because of all of the enhancements made to the software, SIS wanted to ensure all agents were able to use it properly by its release.

SIS Created Smooth Transition Plan

To ensure the successful transition for all agencies and their clients, SIS provided users with many hands on, convenient online training sessions. In the months prior to the release, SIS hosted numerous well-attended online training sessions to familiarize users with the upgraded system.  The company is also providing recordings of the training sessions for users to reference as they continue to adjust to the updated software.

According to Bryce Lee, Product Manager, “We collaborated with end users to drive changes for Partner XE 2015, so we knew the software updates would be well-received. Partner XE has helped independent insurance agencies step up their efficiency, for both their business and for their clients.”

SIS Announces Latest Updates to Partner XE Agency Management System

Strategic Insurance SoftwareColumbus, OH – Strategic Insurance Software (SIS), creators of Partner XE, a leading agency management system for independent agents, is excited to announce the upcoming release of Partner XE 2015. The new release will be rolled out to all users over the course of the next four weeks.

As with past updates, user feedback was the primary driver of change, with requests from dozens of partners translating into over 200 system updates designed to enhance independent agencies’ workflow.

Alex Deak, CEO of SIS, stated, “This Partner XE release is a milestone for the software, and includes a complete redesign of certificate management workflow for better efficiency and ease of use. This release combines feedback from our customers with power of the latest technology, making it one of the most significant releases to date. Test groups and selected clients alike have praised this update as a tremendous step forward and we’re anticipating rave reviews when we get it in the hands of all of our users.”

In addition to the certificate management update, the software release also provides users with a better user experience, enhanced functionality, and updates that make work more efficient.

Better User Experience

The updated Partner XE software includes new layouts and user interactions to make the program more user-friendly. Some of these updates include:

  • Enhanced management of commercial lines schedules
  • Improved Client Summary and Download Entity Assignment window layouts and functionality
  • Optimized QuickCreate panel

Enhanced Functionality

With updates coming in from ACORD, and technology moving faster than ever, software updates need to continue to keep pace. To account for these changes, Partner XE 2015 includes:

  • Increased LOB support
  • Batch printing of invoices
  • Improved email signature

More Efficient

Independent agents manage more than their fair share of details. Partner XE 2015 will make life more efficient with:

  • Enhanced matching capabilities within the Policy Download
  • Improved Policy Summary now includes a Transaction Effective date for cancelled policies
  • Displayed primary phone number and email addresses on all searches for Clients, Individuals, and Contacts

According to Bryce Lee, Product Manager in charge of Partner XE 2015, “Partner XE 2015 includes more tools for the success of our clients. It is faster, easier to use, and provides more ways for agents to make business more efficient. It’s truly a game-changer in the independent insurance business.”

SIS Supports the 2015 NASPA User Conference

The Importance of Networking and Community

NASPA_Conference_Logo2015As a successful independent insurance agent, you live the importance of networking and community ties every day. Because of this, you cannot miss an opportunity to connect with your peers and forge new relationships in person.

At SIS, we also value creating strong community spaces, which is why we are excited that our NASPA user group has announced the date for the 2015 NASPA User Conference in Columbus, OH. From October 15-16, Partner XE community members, users, and business partners will gather to network and engage in technical roundtables and practical work sessions on Partner XE 2015.

Round Tables on 2015’s Important Topics

This year, the conference brings together experts on topics like cyber security, perpetuation planning, and content marketing. These sessions promise to be engaging, high-level conversations with leading experts and packed with strategic insight that can help change your agency.

Partner XE 2015 Work Sessions

In addition to high-level roundtables, there will also be group work sessions lead by experts on Partner XE 2015. With the updated version of the agency management software coming out in August, you do not want to miss the opportunity to work through the software’s updates as well touch on improving workflows, client and policy management, tracking commissions, sales and pipeline management, and much more.

Save some money and register now

If you register between now and August 31, you qualify for Early Bird discounts. Normally priced tickets are $150, but the Early Bird discount drops the price down to $125.

The basics of the event have just been announced, so we’ll keep you updated as more information becomes available. To learn more or to register, click here to visit NASPA’s event page.