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Columbus, OH – Strategic Insurance Software (SIS), creators of Partner XE, a leading web-based agency management system for independent agents, is pleased to announce that the launch of Partner XE 2015 has been successfully completed. The updated version includes major enhancements designed to make it easier to use, reduce clicks and provide greater efficiencies particularly for agencies with significant commercial clients.

Of the software’s update, Alex Deak, CEO of SIS, stated, “This latest Partner XE update was the biggest and best release to date. Users are extremely pleased with the software’s updated workflows, making their jobs more efficient and accurate. We’re also hearing excellent reviews of the completely redesigned certificate management workflow. Overall, this launch has been a great success.”

User Feedback Drives Changes for Higher Efficiency

Like past Partner XE updates, user feedback was the primary driver of change for this release. SIS received requests from dozens of partners, translating into over 200 system updates designed to enhance independent agencies’ workflow.

Because of this, users have positively received the release. “The latest, greatest update, Partner XE 2015, is not only great but just what we expected.  SIS has a long tradition of listening to their clients and developing and enhancing programs to meet the clients’ needs. We said what we wanted. They listened, developed and delivered…just as promised.  It is so refreshing to have a relationship with a vendor that treats us like they are an integral part of our internal team,” stated, Max B. Van Wyk of Van Wyk Risk Solutions.

Better User Experience and Increased Efficiency

The updated Partner XE software includes new layouts and user interactions to make the program more user-friendly and efficient. Some of these updates include:

  • Enhanced management of commercial lines schedules
  • Improved Client Summary and Download Entity Assignment window layouts and functionality
  • Optimized Quick Create panel
  • Increased LOB support
  • Improved email signature, and much more.

Because of all of the enhancements made to the software, SIS wanted to ensure all agents were able to use it properly by its release.

SIS Created Smooth Transition Plan

To ensure the successful transition for all agencies and their clients, SIS provided users with many hands on, convenient online training sessions. In the months prior to the release, SIS hosted numerous well-attended online training sessions to familiarize users with the upgraded system.  The company is also providing recordings of the training sessions for users to reference as they continue to adjust to the updated software.

According to Bryce Lee, Product Manager, “We collaborated with end users to drive changes for Partner XE 2015, so we knew the software updates would be well-received. Partner XE has helped independent insurance agencies step up their efficiency, for both their business and for their clients.”

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