Columbus, OH – Strategic Insurance Software (SIS), the company behind independent insurance agency management system Partner XE, introduces its latest extension: the Partner XE Proposal Creator. This tool offers users the ability to create professional, agency-branded proposal documents instantly, leveraging information stored in the Partner XE system.

SIS President Michael Doran emphasized the new capabilities: “The Proposal Creator offers a simple, easy-to-use approach for creating comprehensive, professional looking proposals.  Agencies of all sizes now have the tools to create and customize proposals in a manner of minutes.”

Through the Proposal Creator, policy and submission information stored in the Partner XE system is flooded to predesigned Microsoft Word templates. Agencies customize templates with logos and personalized messaging, making each document agency-branded. Users can select from multiple cover page designs and take advantage of all the capabilities offered in Microsoft Word.

“The Proposal Creator grew out of our partner agencies’ requests to automate the proposal creation process without losing their branding or relying on expensive, complicated third-party systems,” said SIS Director of Product Management, Bryce Lee, “With this new Partner XE product, our users leverage the system they use every day to quickly and easily create complex, professional proposal documents that represent their agency as they wish.”

Lee and his team worked with Partner XE agencies to understand their needs. The team reviewed current agency proposals as well as proposals from carriers and other third-party programs. The best components of each were incorporated to come up with the ideal design and functionality.

John Heinsz, of Partner XE agency HSGW Insurance Services, is part of the agency user group consulted on the Proposal Creator. Heinsz praised the extension’s functionality and the collaborative process to bring it to fruition, “The Proposal Creator is another example of how SIS responds to agency needs.  This tool grew out of our user group’s suggestions. We know it will save Partner XE agencies a ton of time and simplify presentations to customers. Once again, SIS has done their due diligence to bring agencies a quality product, at an affordable cost.”

SIS CEO Alex Deak commented on the Proposal Creator’s origins and SIS’s commitment to meeting and exceeding agency expectations. “We heard our agencies’ need for a better way to create proposals, and we delivered a capability based on their specific requests. These simple, but impactful, enhancements fulfill our ultimate goal: advance agencies’ operations so they can better serve their customers.”

“This is just the latest enhancement with many more to come,” Deak said. “We plan to continue our collaboration and partnership with our users, delivering innovative solutions that help them now and in the future.”


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 https://sispartnerplatform.com. 

About Partner XE

Supporting downloads from over 350 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.

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