Partner XE Software

4.75 / 5 (8)

Our advisors have recommended this product 1 time in the last 30 days

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)

8 Reviews of Partner XE

Average User Ratings

Overall

4.75 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(6)

6

4 stars

(2)

2

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

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Showing 1 - 8 of 8 results

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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.

May 2020

Cindy from First Madison Insurance

Company Size: 2-10 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

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.

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.

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.

January 2017

Debra from THW Insurance Services, LLC

Company Size: 11-50 employees

Industry: Insurance

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Functionality

5.0

January 2017

Awesome Company

We have been with Partner XE for over a year, we moved from TAM OnLine Applied software. The employees and SIS made our transition a smooth and virtually painless process. They were there to guide and train us through every step. Their customer service did not stop there, we communicate with them on a regular basis and they often just reach out to check on us. The software is very easy to learn and suited our needs to perfectly.

Pros

Ease of use

Cons

Some of the search criteria in accounting.

January 2020

Kara from O.M. Hughes Insurance

Company Size: 2-10 employees

Industry: Insurance

Time Used: Less than 2 years

Review Source


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

January 2020

One of the easiest Agency Management Systems I've used

I've used 3 other agency management programs and this has by far been the easiest to learn and utilize.

Pros

Ease of use and simplicity in design - not too cluttered

Cons

In the last two systems I've used, we had a pop up/"sticky" notes that came in handy. It would open up when you accessed a client. They were very helpful and I haven't come across that with this system.

January 2017

Shannon from THW Insurance Services, LLC

Company Size: 11-50 employees

Industry: Insurance

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2017

Amazing Product

I have been working with Partner XE since May 2016. I have had minimal issues. Their customer support is top notch and quick to respond. They have a great integrated system with Outlook which makes documentation easy.

Pros

The ease of use and multiple functions.

Cons

n/a

November 2015

Richard from THW Insurance Services, LLC

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

November 2015

Very happy

Service has been great! Much easier to navigate than Applied Systems. Moves a little slow some times but other than that we have been very satisfied.

June 2020

Tracy from Town & Country Insurance

Company Size: 2-10 employees

Industry: Insurance

Time Used: Less than 12 months

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2020

Great program

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

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