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.

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.

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.

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.

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

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.