Partner XE Agency Management Software Momentum Continues to Build With New Mobile Release, Enhanced Outlook Integration & More

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Momentum is building with SIS' Partner XE Agency Management System. Recent updates include the launch of a new read-only mobile app, as well the release of Partner XE V1.9, the sixth major product update in 36 months.

Partner XE Agency Management System
The SIS team believes the best ideas come from the people that use Partner XE every day

Secure, on-the-go access to Partner XE, SIS’ web-based agency management system just got even easier. Just last month, SIS launched a mobile app for Partner XE. The read-only version gives agencies quick access to client summary information, contacts, individuals, claims and documents anytime they are connected on their mobile device.

“We’re excited to be moving with our agencies as they go mobile,” said Paul Fuller, EVP of Product Management. “While we’ve always been ‘mobile’ as a software as a service provider, this extension to Android and iOS devices is another way to let agencies truly serve their clients from anywhere.”
The momentum doesn’t stop there. SIS is also excited to announce the recent release of Partner XE V1.9, the sixth major product update in 36 months on top of separate Outlook plug-in and ACORD form enhancements.

As with all Partner XE upgrades, the new version incorporates a number of suggestions put forth by members of SIS’ user group, National Association of Partner Agents (NASPA).

“The SIS team believes the best ideas come from the people that use Partner XE every day,” said CEO Alex Deak. “Because we are committed to continuous improvement, we appreciate the feedback and input we get from NASPA. It helps us consolidate and prioritize member requests so we get the enhancements into Partner XE that have the most impact for our users.”

Based on that feedback, the new release features such things as enhanced search capabilities, increased security measures, streamlined producer commission tracking and enhanced commercial package capabilities. Not only that, Partner XE’s best of breed Outlook integration features just got even better. New functionality includes the ability to easily add multiple emails into Partner XE, ability to add email folders, and more.

User feedback has been positive.

“The version 1.9 release was one of the most important updates in the past couple of years,” said NASPA board member, Steve Kramer. “They’ve enhanced the accounting system so that it is really usable in today’s modern agency. The key is flexibility— all across the board. The new searches are very good and the increased commercial functionality will also make our job much easier.”

“SIS honestly listens to the users of their Partner XE system,” he added. “Partner XE is really the right name for the system… because they have made partners out of all their users.”

Looking ahead, plans are already well under way for a mid to late summer release of Version 2.0 – a whole new generation of Partner XE.

About SIS: SIS is the team behind Partner XE insurance software – an innovative web-based insurance agency management system that helps independent agencies streamline workflow and grow their business. Built on a foundation of strong technology and exceptional service, we’re moving forward with a constant eye on innovation that will make independent agents’ lives easier.

For more information, visit our website at

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