Partner XE is a cloud-based insurance agency management system for independent agencies.
Partner XE offers accounting, claims management and policy management. Using the system's integrated accounting functionality, users can manage direct billing, insurance agency billing, bank reconciliation and more. A document management feature allows users to digitize and organize files and information. Users can also customize naming conventions, data entry preferences and dashboard views.
The software integrates with Microsoft Outlook to capture email communications within the Partner XE system. It also integrates with WebLink, UpLink and IVANS Transformation Station to pass information directly to carriers.
Training is available online or in person (on site). Pricing is based on the number of users and locations and the desired capabilities.