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Strategic Insurance Software, providers of Partner XE, a leading agency management system for independent agents, today announced the Fall 2014 release of Partner XE. The new cloud-based update is an automatic install, requiring no action on part of the user. The release aims to provide greater personalization and functionality.

“Partner XE Fall 2014 continues to bring information to users’ fingertips,” said Paul Fuller, EVP of Product Management at SIS. “This release focuses on allowing agency users to more effectively create and personalize data within the system. By reducing clicks and increasing functionality, it should help streamline agency operations.”

Many of the new features added in Partner XE Fall 2014 are in response to feedback from SIS’ partner agencies.

Kevin O’Brien, Vice President of NASPA, the Partner XE user community, said, “SIS is a great partner because they proactively seek input from their clients. They listen to our needs and it’s reflected in every update.”

Major feature updates include:

  •     Creation of a multi Policy Summary of Insurance Functions through the Quick Menu feature.
  •     Quick Create expansion to include policies, individuals, and contacts.
  •     Ability to personalize agency dashboards.
  •     Expanded search and filter capabilities through Quick Search.

“We’re excited to bring this new release to our clients,” said Michael Doran, President of SIS. “Listening to our clients then translating their desires into new capabilities is core to SIS’ culture. We appreciate the collaboration that exists with our agency clients and are committed to continuing to improve Partner XE with our community of users.”

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