About Partner XE

Partner Platform’s agency management system (Partner XE) is praised by clients for its ease of use, breadth of capabilities, and long-term affordability. Built for the agency that cares about community values and is tired of the status quo of overly complex management systems, you’ll find Partner Platform is supported by a team that you can count on and lives their values of being a partner.

Easily manage the entire life-cycle of your agency’s client relationship from pre-sales to servicing to renewal in a unified system that has sales and marketing, client, policy, and financial management, agency-branded mobile app, integrated text messaging, data analytics, web solutions, and integrations with third-party tools and industry partners.


Supported Operating System(s):

Web browser (OS agnostic)

11 Reviews of Partner XE

Average User Ratings

Overall

4.64 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(7)

7

4 stars

(4)

4

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 11 results

August 2020

Brad from Smith-Berclair Insurance

Company Size: 11-50 employees

Industry: Insurance

Time Used: More than 2 years

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2020

Partnership and Understanding of our needs

Our overall experience from courtship to installation to the use and service of the product has been excellent. The "LACK of frustrations" would best describe our experience.

Pros

The first item that caught the attention of our staff was the easy integration with Outlook and other documents that are needed for proper client documentation and service. That ability has continued to improve and grow to even add texting conversations into the documentation easily.

Cons

Reporting Features at the beginning were extremely limited and visually challenging. However recognizing that Partner invested money and time to create a very robust reporting system that lacks very little if any at all to other vendor products.

Reasons for Choosing Partner XE

We felt they offered the best solutions for our agency. And we were convinced that we would have a voice that was not ignored. The management team has not disappointed us in their efforts to be available, listen and take actions to improve the products where needed. I would make the same decision today that we made 3 years ago. No regrets!

August 2020

Tom from Trimbur Insurance Agency

Company Size: 2-10 employees

Industry: Insurance

Time Used: More than 2 years

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

August 2020

Best support we have ever had with an Agency Management system

The experience has been so much better that with the two other agency management systems I have used in my 32 year insurance career. SIS listens to their customers and prioritizes their efforts on what we are asking for. It was a pleasant surprise to feel that an agency management system was listening to suggestions and requests.

Pros

This software allowed me to run my agency the way I wanted to. Other software has determined what "workflow" they want you to follow. And if that doesn't work for the way you operate, you end up with the tail wagging the dog. If we do have a question or run into an issue, (which will always happen), the support people get back to us in record time. I recently sent a question about setting up a broker for download with the expectation that I would be given instructions on what I needed to do to fix the issue. But the next day I received notice that they had taken all of the supplemental information I had forwarded with my question and they had set up what I needed to set up. What a fantastic surprise! Excellent service!

Cons

We gave up having e-docs downloaded into the system. That was a convenience with several of our carriers. If all carriers offered e-docs and we couldn't have that any longer, it would be a big deal. But I trust it is coming eventually.

January 2020

Paul from H & K Insurance Agency, Inc.

Company Size: 11-50 employees

Industry: Insurance

Time Used: More than 2 years

Review Source


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2020

Help Desk

The initial transfer was work intensive as they all are, some are known to be much worse. Whenever I need help they are very responsive. It is unusual for an issue to go unresolved for more than an hour, unless it's a high volume day, such as during an update when such a delay is expected.

Pros

It easy to use and the help provided by them is outstanding.

Cons

I am a Massachusetts Agent and have not been able to get them to add the various registry forma as they consider them state forms for Mass and will not prioritize adding them. Unfortunately this makes using registry forms with PartnerXE very difficult and requires a lot of unnecessary filling in manually.

Reasons for Choosing Partner XE

AMS, Applied, and most others are not worth the expense.

July 2020

Greg from Roland Dumont Agency, Inc

Company Size: 11-50 employees

Industry: Insurance

Time Used: Less than 2 years

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

July 2020

A Management System that Works with Your Agency

Pros

SIS does a good job at reducing the amount of time and clicks it takes to complete repetitive processes. Program improves quickly. In our first year on the platform, we have seen several upgrades that made life easier.

Cons

Throws errors from time to time. Features are well intentioned but need some work.

Reasons for Choosing Partner XE

Accounting integration

January 2020

Bill from Bentsen Combies Insurance Inc.

Company Size: 2-10 employees

Industry: Insurance

Time Used: More than 2 years

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2020

Customer Service

Overall we could not be happier with the Partner product and the support team at SIS.

Pros

Partner is very easy to navigate. It provides the full array of features we need as an independent agency on a daily basis as well as providing detailed report center for more robust information. I particularly like the insurance summary capability for individual clients as well as the ease of use of the Notes and To Do lists.

Cons

Nothing really, we feel strongly it meets all of our needs.