InsureSign announces integration with Partner XE agency management system

InsureSign announces integration with Partner XE agency management system


InsureSign announces integration with Partner XE agency management system
— Users of Strategic Insurance Software’s system can now simplify life and improve efficiency with the seamless use of InsureSign’s easy e-signature software — 

CHARLESTON, S.C. (APRIL 19, 2018) — Starting this month, Strategic Insurance Software’s (SIS) Partner XE users can begin easily and seamlessly securing signatures.

InsureSign, the e-sign tool trusted by tens of thousands of insurance professionals, today announced the launch of its integration with the Partner XE agency management system.

“Both SIS and InsureSign align on our missions to make the lives of insurance professionals easier, saving them time and eliminating common hassles,” said Joe Floyd, founder and CEO of InsureSign. “For SIS customers already used to Partner XE’S life-simplifying features, we’re proud to offer an additional tool for improving processes and servicing business even faster.”

The integration’s debut is part of a larger rollout by SIS of its new Partner XE 2018.2 this month.

“It’s important to us to build alliances and identify resources for our users that improve their work processes,” said Bryce Lee, director of product management for SIS. “We’re committed to continually look for ways to make our users’ lives easier. Through this integration, agents can now eliminate unnecessary steps and time-draining manual processes through easy-to-use solutions.”

Partner XE users can service insureds by securing signatures the fastest and easiest way possible via InsureSIgn. Not only do InsureSign users enjoy unlimited signatures, documents and templates each month, they can also enjoy the benefits of audit trails, auto reminders, auto archival, company branding and more.

InsureSign also offers three new premium features to “InsureSign Pro” users, including signing via text message, Gmail/Outlook integrations and custom landing pages.

About SIS
Headquartered in Columbus, Ohio, Strategic Insurance Software (SIS) is the team behind Partner XE, an innovative web-based insurance agency management system helping independent agents break free from the status quo.  Partner XE is easy to use, streamlines workflows and enables agencies to run their business more affordably and effectively. Built on a foundation of strong technology and exceptional service, we’re moving forward with a constant eye on innovation that will make independent agents’ lives easier. For more information, please visit .

About Partner XE

Supporting downloads from over 360 carriers, real-time interaction, integrated agency accounting, and much more, Partner XE is a full-featured agency management system at an affordable cost for the independent insurance agency.


InsureSign is the simplest, fastest and most secure way to get documents signed electronically. Trusted by thousands of businesses of all sizes across North America, InsureSign lets your customers easily sign your documents from their laptops, tablets and mobile devices – and even via text message. Curious future customers can try InsureSign free for 14 days at

Media Contact:
Angela D’Amario

Strategic Insurance Software Promotes Michael Doran to President

Michael DoranAfter two years growing SIS’ sales as EVP of Marketing and Sales, Michael Doran has been promoted to President.

The leadership team at Strategic Insurance Software (SIS) is pleased to announce the promotion of Michael Doran to President. In his new role, Doran will be responsible for all client-facing activities, including sales, account management, and client services.

“As SIS continues to grow and evolve, we are constantly evaluating our organization and roles to best service our customers,” said SIS CEO Alex Deak. “Michael’s commitment to serving SIS’ partner agencies and helping them improve their operations is demonstrated by the increase in sales over the past two years.”

Prior to his promotion, Doran spent two years as the EVP of Sales and Marketing for SIS. During that time, SIS increased sales by over 30% and customer count by over 13%. Doran’s oversight of SIS’ relationships with its partner agencies will help make customers’ transition from sales to implementation and service as smooth as possible.

Doran is excited about having the opportunity to make a bigger impact for SIS’ partner agencies: “We have a lot of great customers. The team is very excited as we continue to bring on new clients and find ways to better serve them as they transition to Partner XE and continue to help all of our agency clients get the most from their investment with us.”

Some of the upcoming initiatives that Doran will focus on in his new role include

  • Expanding the number of regional user conferences.
  • Forming more partnerships to support the best of breed approach that integrates Partner XE with other third party software used by independent insurance agencies.

About SIS: Headquartered in Columbus, Ohio, SIS is the team behind Partner XE insurance software – an innovative web-based insurance agency management system that helps independent agencies streamline workflow and grow their business. Built on a foundation of strong technology and exceptional service, we’re moving forward with a constant eye on innovation that will make independent agents’ lives easier. For more information visit

2012 Conference Recap

2012 Conference Recap

Alex Deak | President + CEO

The National Association of SIS Partner Agents (NASPA) Partner XE Today and Tomorrow conference held earlier this month was a great success. Many thanks to the NASPA board for helping to plan and organize this important event and to all those who made the trip to Columbus to join us.

The conference provided a wonderful opportunity to interact personally with NASPA members and share information about Partner XE and SIS.  Attendees were treated to informative sessions from various members of the SIS Product Development and Client Support Team, industry experts, and fellow NASPA members.

All of the presentations given over the course of the two days can be accessed on PartnerNet.

The best part was the opportunity to meet and talk with Partner XE users. The input and feedback we received was tremendous and is extremely important to our planning. It’s clear from our discussions that NASPA members want more of these types of interactions and SIS supports that wholeheartedly!  We are making plans for the next national conference in 2014 and in the meantime working with NASPA to organize regional user group meetings. If you have interest in helping to coordinate a meeting in your area, let your NASPA board know.

SIS is pleased and proud to be your partner in success. We look forward to continuing our long term relationship with you and delivering information systems and services to help you grow & manage your business. SIS is focused on serving the independent insurance agency and investing in people, relationships, and technology to continually improve the value we bring to our partnership. Look for the latest releases of Partner XE, our industry leading Outlook Plug-in and the introduction of Partner XE Mobile over the coming months.

I look forward to seeing you at the next NASPA user conference.