Partner XE
About Partner XE
Partner XE Pricing
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Most Helpful Reviews for Partner XE
1 - 5 of 13 Reviews
Brad
Insurance, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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.
PROSThe 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.
CONSReporting 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.
Reason 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
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
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.
PROSThis 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!
CONSWe 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.
Tracy
Insurance, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
2
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
1
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.
PROSDrag and drop emails and documents. That’s it
CONSLag 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.
Reason for choosing Partner XE
Not applicable
Reasons for switching to Partner XE
Price. Bad idea
Greg
Insurance, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed July 2020
A Management System that Works with Your Agency
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.
CONSThrows errors from time to time. Features are well intentioned but need some work.
Reason 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
Insurance, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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.
PROSIt easy to use and the help provided by them is outstanding.
CONSI 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.
Reason 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.