Columbus, 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.”
