Strategic Insurance Software (SIS), provider of Partner XE, a leading agency management system for independent agents, recently announced the release of Partner XE version 2.0. 

This release brings SIS customers an improved web based architecture and over one hundred enhancements aimed at streamlining business operations, putting critical information at their fingertips, and allowing agencies to grow and scale without replacing their systems. Almost all of the enhancements were the direct result of customer feedback.

Some of the major enhancements in the release include:

  • Branch management capabilities,
  • An enhanced agency accounting module,
  • A new web-based dashboard page,
  • Increased Outlook integration,
  • More mobile options, and
  • A new download assignment process for better policy management.

New integrations available through Partner XE 2.0 include R-Post, a market leader for Registered Email® delivery proof, email encryption, and e-signatures and SEMCAT, a leading comparative quoting provider.  Agencies using the Outlook plugin can now fully leverage the benefits of R-Post to offer clients safety and security with their email communication, and track compliance for E&O purposes. Agencies who choose to benefit from the SEMCAT integration can now rapidly provide accurate automobile insurance quotes based off of information contained in PartnerXE. This is anticipated to save both time and money in the quoting process.

In addition to the visible product enhancements, improvements to the SaaS based architecture and database structure were made that increase the performance and reliability of the system, allow for stronger interoperability with other best of breed systems, and lay the groundwork for integration with additional value added business applications and technology solutions.

“Partner XE Version 2.0 brings a new level of usability to our agencies,” stated Paul Fuller, EVP of Product Management for SIS.  “It also allows us to better leverage Partner XE as the hub of agency operations, and tie in other critical technologies that an agent needs to operate their business.”

For more information about SIS and Partner XE, please give us a call at 800.747.9273 or fill out a short contact form and we will be in touch.

Share This!