800-747-7005

Columbus, OH – Strategic Insurance Software (SIS), providers of Partner XE, a leading agency management system for independent agents, today announced the upcoming release of Partner XE 2016.

This latest version reflects the ongoing collaboration between SIS and its client. The update promises to deliver improved agency workflows and efficiencies by reducing clicks and streamlining processes. Updates include multiple customer-requested features, including enhanced certificate and document management.

Notable feature updates include:

  • Improved document organization to easily store and retrieve documents
  • Faster large volume certificate delivery including mass email distribution
  • Enhanced certificate creation and management process for complex commercial business
  • Streamlined policy renewal processes

And many other features that will greatly enhance the user experience with Partner XE.

“Partner XE 2016 is the latest demonstration of SIS’ commitment to the Partner XE User Community,” said Alex Deak, SIS CEO, “Everything about this update is user-driven. We collaborated with our client agencies to have the most impact in how they serve their customers and run their agency.”

The Partner XE User Community Advisory Board was integral in prioritizing and providing feedback on updates.

Bryce Lee, Partner XE Product Manager, said of the updates, “Each enhancement and addition came straight from our client needs,” adding, “Our challenge was making complex features easy to use, and we really hit the mark.”

SIS is currently offering a limited pre-release of the update to selected agencies, providing them with personalized trainings and Q & A sessions designed to inform all-user training webinars held concurrent to the roll-out.

Partner XE users can access updated release information, including training videos, QuickGuides, and webinar registration on the PartnerNet user portal. For more information on SIS and Partner XE, visit https://sispartnerplatform.com.

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 325 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.

Share This!