SIS Announces Release of Partner XE Agency Management System V. 1.6

To serve you better, the SIS product development team has been working hard to enhance the overall function of our Partner XE agency management system, addressing your requests and adding new capabilities. As a result of their efforts, as of today the release of Partner XE version 1.6 is just about complete.

Here is a quick overview of some of the new and enhanced functions you will find:

Enhanced Marketing Campaign Functions

  • Newly added Marketing System Searches (with prefix MK under Policy System Search) will pull the appropriate name and address information for use with direct mail campaigns.
  • We have also included a link to our direct mail partner, AMG. AMG offers pre-formatted insurance marketing campaigns at a special rate for Partner XE customers.

New Searches/Reports

  • Downloaded policy reports now include Producer Code and Agency Code information which will make it simpler for agencies with multiple producers and locations see what policies are being downloaded.
  • In addition, we have added a new Individuals with a Birthday in a Specific Month by Producer report so you can easily acknowledge these important dates with birthday cards or letters.
  • Another new report entitled Clients Without Email Addresses was added to make it quick and easy for you to identify which clients to ask for this important contact information. Because so much communication with your clients is done via email, this will give you a quick snapshot of those missing it.

Additional Updates/Enhancements

  • Over 160 Partner Forms have been updated to the most recent ACORD version plus the following specific issues have been addressed:

– ACORD 28 – Evidence of Commercial Property Insurance fixed to save all edit changes
– ACORD 90 – Texas Personal Auto Application editing issue fixed
– ACORD 37 – ACORD Statement of No Loss header flooding issue fixed
– ACORD 126 – CGL Application form Schedule of Hazards Classification field wrap issue fixed

The release of Partner XE version 1.6 came about in part due to the input we received from NASPA . As always, we value the input provided by NASPA and appreciate their role as a clearinghouse of ideas. If you are interested in participating in and contributing to one of their work groups, please contact John Heinsz at [email protected].

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