800.747.9273

V1.8 of Partner XE agency management system


Partner XE Agency Management SystemAfter a successful release in June Version 1.8 of the Partner XE agency management system is up and running. This marks the third update in a little over a year and is testament to SIS’ commitment to continual improvement.

We appreciate all the wonderful input we got from NASPA and all of our partner agencies in planning for this release. Work is already underway on V1.9, scheduled for release this fall.

Complete details on V1.8, along with help sheets and video overviews can be found on PartnerNet.

Highlights:


Improved workflow:

New scan & attach icons – Ten times faster than DocBox, new scan and attach icons are now on the Desktop Search, Client, Contacts, Claims and Individual Summary screens.

Additional efficiency:

More policy data on Quick Summary screen – Insurer, Writing Company and premium amount are now included on the policy view on the Quick Summary Screen.

Enhanced search features:

Quick Search – The main Partner XE search engine is now web-based. The biggest immediate benefit is that you will now get search results as you type into the search box just like you see on Google. Long-term this is part of an overall plan to increase the speed and performance of Partner XE.

Increased data security:

User permissions – A new Accounting user permission, ‘View Bank Balances on Checks & Receipts’ has been added. The default setting now intentionally hides bank account balance information so that you have control over who within your agency has access to this financial data.

Complete details on V1.8, along with help sheets and video overviews can be found on PartnerNet.

Share This!