Partner XE 2026: Benefits, Features & Pricing

Wondering if Partner XE is right for your organization?

Our Insurance Software selection experts can help you in 15 minutes or less.

On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Partner XE

4.1

(14)

Pricing

Pricing available upon request

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.

Partner XE Screenshots

Partner XE Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

Partner XE Features

Popular features found in Insurance
Activity Tracking
Audit Trail
Contact Management
Document Management
Insurance Rating
Policy Management
Quotes/Estimates
Self Service Portal
Workflow Management
More features of Partner XE
Billing & Invoicing
Cancellation Tracking
Claims Management
Claims Tracking
Client Portal
Commission Management
Insurance Policy Management
Insurance Policy Processing
Property & Casualty
Renewal Management

Partner XE User Reviews

Overall Rating

4.1

Ratings Breakdown

50%

29%

14%

Secondary Ratings

Ease of Use

4.4

Value for money

4.6

Customer support

4.4

Functionality

4.1

Brad S.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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!

Reasons for switching to Partner XE

Partner Platforms ability to provide easier ways to move documentation of all types into client files with fewer clicks is what attracted us. Second biggest attraction was the management and the access to decision makers who wanted to hear our ideas. The fact that the cost savings was significant for a product that was comparable to our exiting product in every way and better in several ways led us to make the switch.

Tom T.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Partner XE

The supports costs were disproportionate for the value received. We were tired of not being able to operate as we wanted to. We were being forced to run our business the only way the software would let us.

Jennifer G.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 6 months

Review source

Reviewed August 2024

System not ready for commercial accounts

This has to be the most inefficient program I have worked in. I trained employees in Vertafore, Applied, Ezlynx and a few others and had no issues. This system is by far the most complicated, just try and find your invoice screen - should not be that many clicks and screens to generate an invoice.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

The folders that were set for documents.

Cons:

Everything I would use on a daily basis for account management!

Reasons for switching to Partner XE

Not sure why the agency owner made the decision

Greg P.

Verified reviewer

Insurance

11-50 employees

Used daily for less than 2 years

Review source

Reviewed July 2020

A Management System that Works with Your Agency

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Reasons for switching to Partner XE

Pricing with previous vendor was not sustainable with significant increases on the horizon.

Paul P.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Partner XE

Better commercial lines functionality, might have hesitated if I knew the registry forms would be such an issue.

Henry S.

Verified reviewer

Insurance

11-50 employees

Used daily for less than 12 months

Review source

Reviewed December 2022

Great Software but accounting is the biggest headache...do you due diligence before making a switch.

The biggest issue is the accounting platform within Partner. Even with the money we saved the headaches have come along with it. Our books are in a mess and we will be paying a CPA firm several thousands of dollars to correct.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The functionality is pretty good. Easy to add documents/emails/activities etc. The accounting side is where the headaches start.

Cons:

Accounting and accounting entries have been a horrible issue. We have asked for additional training and they did offer a limited amount of time but now want to charge us more money if we need more than the limited 6 hours they are offering.

Reasons for choosing Partner XE

Cost..the cost we received to upgrade to EPIC was nearly 40K.

Reasons for switching to Partner XE

$$$ value and the rumor that we will be forced to make a change to EPIC in a few months anyway.

Tracy M.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed November 2022

You get what you pay for

See above. Not impressed and now it’s taking days to get responses. Recent upgrade screwed up cert issuance and left some of my trucking clients hanging on a Monday morning and couldn’t book loads and I’m not sure I even got a response yet but to run a repair.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Drag and drop emails and documents. That’s it

Cons:

Lag time. I lost at least 25% efficiency moving from Applied. Nobody there cared yet they knew it and in this recent acquisition by ZyWave they mentioned speed should be improved so there is where I knew they knew they had a problem. This is NOT good for large and complex commercial lines management. It’s meant for personal lines and small commercial and now they were bought by an employee benefits management system so not much hope to improve on commercial. So aggravating after working with Applied TAM for 25 years. You get what you pay for and the thought of having to switch back is overwhelming so we are dealing with it. Wheels are in motion to change it up in the next 12 months as I sign a one year contract with ZyWave who jacked the rate up.

Reasons for choosing Partner XE

Not applicable

Reasons for switching to Partner XE

Price. Bad idea

Bill C.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed January 2020

Customer Service

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Partner XE

We wanted a more nimble product and one where we would have impact should we desire to have some changes made to the program that would assist our productivity. Partner seemed like it would be that product and it has not disappointed.

Cindy C.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 2 years

Review source

Reviewed May 2020

Partner XE is user friendly and cost effective.

Partner XE performs all the functions we need in a user-friendly way with great support for an affordable price.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

As great as the software is, what I like most are the people, from the owner to customer support. Everyone we have had contact with has been great to work with.

Cons:

There are a few minor things that aren't quite how I work, but the people at Partner XE are always open to suggestions for improvement.

Reasons for switching to Partner XE

Vertafore AMS360 was very complicated and not user friendly. It kept getting more and more expensive to the point where it was no longer affordable. That prompted our agency to look elsewhere. Partner XE was just what we were looking for. The switch to Partner XE was very smooth, unlike a previous switch between Vertafore products which was absolutely horrible.

Tracy B.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 12 months

Review source

Reviewed June 2020

Great program

I have saved a tremendous amount of time daily, just because what I do is so much easier.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I have been through other migrations, this was the easiest by far. The ease of use is amazing. So much more user friendly than our previous big name management system. The cost is more than half our old system. In the beginning I thought reaching support through email may be an issue, but their staff is so amazing and response time is great. Support is always very nice and helpful. I never hesitate to use them,

Cons:

Getting a policy change form could be a little smoother

Reasons for switching to Partner XE

Cost and Partner seemed to be a very user friendly system

Showing 1 - 10 of 14 Reviews

See All Reviews