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When he bought Berndt and Murfin Insurance Agency back in 2006, Dan Cassidy was introduced to an early version of Partner XE, SEMCI Partner. As he continued acquiring agencies – six over the past ten years – he also continued to choose Partner XE and Strategic Insurance Software.

“It just keeps getting better,” Dan said of the system, noting features like integrated agency accounting and commercial lines download. Dan also named SIS’s forethought and attention to client needs as integral with each acquisition. “It’s always a little shaky at first,” Dan commented of the transition process, “But we get through it because of the SIS staff. They are always onsite to help us out, and that’s key.”

Read more to hear Dan’s comments on:

  • Ease of use and streamlined workflows
  • Benefits of integrated accounting
  • Substantial cost savings
  • Enduring partnership with SIS
  • And more!

Read the full interview on our client stories page.

Partner XE users continue to shape the future of the system through workgroups, surveys, regional learnings and more. Get in touch to find out about this rapidly growing community.

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