Strategic Insurance Software Announces the Release of Partner XE Version 2.0, a Leading Agency Management System for Independent Insurance Agencies

Share Article

Strategic Insurance Software (SIS) announces the forthcoming release of Partner XE version 2.0. The upgraded agency management system features improved web based architecture and over one hundred enhancements aimed at streamlining business operations for independent insurance agents.

Partner XE agency management system from SIS
This comprehensive and significant release represents the next generation of Partner XE, and is a great advancement for our customers.

Strategic Insurance Software (SIS), creators of Partner XE, a leading agency management system for independent agents, today announced the release of Partner XE version 2.0. The new release will be rolled out to all users over the course of the next six weeks.

This release brings SIS customers an improved web based architecture and over one hundred enhancements aimed at streamlining business operations, putting critical information at their fingertips, and allowing agencies to grow and scale without replacing their systems.

Alex Deak, CEO of SIS, stated “This comprehensive and significant release represents the next generation of Partner XE, and is a great advancement for our customers. The SIS team and NASPA workgroups collaborated to prioritize and include the enhancements that matter most to our customers. The feedback from customers who have previewed Partner XE 2.0 has been tremendous and we’re looking forward to getting this update into the hands of all our users."

Some of the major enhancements in the release include branch management capabilities, an enhanced agency accounting module, a new web-based dashboard page, increased Outlook integration, more mobile options, and a new download assignment process for better policy management. Improvements to the SaaS based architecture and database structure were made, allowing for stronger interoperability with other best of breed systems, and increased speed and reliability of the system.

“Partner XE Version 2.0 is a milestone for us,” stated Paul Fuller, EVP of Product Management for SIS. “It brings a new level of usability to our agencies. It also allows us to better leverage Partner XE as the hub of agency operations, and tie in other critical technologies that an agent needs to operate their business.”

Michael Sweere, President of the National Association of SIS Partner Agents (NASPA), includes “SIS continually takes NASPA feedback and advice on the direction of Partner XE. We’ve previewed the advancements in version 2.0, and are looking forward to implementing them across our agencies.”

This release will be put in place for all Partner XE customers in the coming weeks. For more information about SIS and Partner XE, visit http://www.sisware.com, or call SIS at 1.800.747.7005.

About Strategic Insurance Software:

Headquartered in Columbus, Ohio, Strategic Insurance Software (SIS) is the team behind Partner XE– 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. Supporting downloads from nearly 300 carriers, real time interaction, integrated agency accounting, and much more, Partner XE is a full featured system at an affordable cost for the independent insurance agency. http://www.sisware.com

About NASPA:

NASPA, the National Association of SIS Partner Agents, exists to support and serve independent insurance agents who use the Partner XE agency management system. Created by and for agents, we are a national organization that advocates and supports the direction of Partner XE on behalf of our members to SIS, our agent members, and to the insurance industry. http://www.partneragents.com.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Kate Gluck
Follow us on
Visit website