Strategic Insurance Software (SIS), provider of Partner XE, a leading agency management system for independent agents, today announced the release of Partner XE Mobile 2.0. This update enables users working outside the office to quickly view client and prospect information, and policy summaries. They can then easily attach notes to client polices and records.
The new version of Partner XE Mobile is available to agencies as soon as they begin using Partner XE 2.0. It is available for Android and iOS phones and tablets.
“We’re excited about the velocity and volume of improvements in in Partner XE for our customers,” said Paul Fuller, Vice President of Product Management. “The release of the updated Partner XE Mobile app is another step in our vision to provide a complete mobile solution for Partner XE agencies.”
“This release of Partner XE Mobile builds on the new generation Partner XE platform incorporating the most requested client enhancements,” added CEO, Alex Deak. “I’m pleased that we continue to deliver on our commitment to provide technology and software solutions that bring enhanced efficiency and effectiveness to our customers’ business.”
SIS chose to update its mobile app in conjunction with Partner XE 2.0 because of the requests of its customers. The new updates give Partner XE agencies greater flexibility and convenience when using Partner XE, putting client and prospect information at their fingertips.
“The benefit I see for the use of the mobile app is that it is very nice to be able to look up something for someone wherever you are… It goes wherever I go,” said Marla Hutchings, Office Manager for an independent insurance agency in Provo, Utah. “For our agents it is a wonderful tool to have. It will enhance their ability to service their clients regardless of their location.”
If you are a Partner XE user interested in using the Partner XE Mobile 2.0 app, contact Bill Eiseman by emailing [email protected] or calling 614-219-6555 x 383
