SIS Completes 2016 Partner XE Insurance Software Update, Releases Outlook Plug-In Enhancements

Share Article

Strategic Insurance Software (SIS) providers of Partner XE, a leading agency management system for independent agents has released its latest version of the software: Partner XE 2016. The update promises to deliver improved agency workflows and efficiencies by reducing clicks and streamlining processes.

Leading insurance software provider Strategic Insurance Software (SIS) today announced the completion of its Partner XE 2016 update, including additional enhancements to its Outlook Plug-In.

Bryce Lee, Partner XE Product Manager, said of the release, “Partner XE 2016 provides significant improvements in document management and upgraded commercial insurance support for agencies creating and distributing large numbers of certificates. Additionally, a number of small but powerful features were added like client comment pop-up and hyperlinking a client name right to their profile.”

SIS customers praised the latest update, citing how capabilities improved daily operations and set up agencies for future growth.

Juelda Collins of Scherer Mountain Insurance in Ironton, OH said, “The enhancements of the (Partner XE) 2016 upgrade…will be very helpful in handling our customers’ accounts, not only today, but more importantly in the future.”

Scott Knight of Knight and Tabb Insurance in Covington, GA commented, “Drag and drop is wonderful and the subcategories are great…the document manager exceeds what we were using in (other systems in) the past.”

Melissa Anderson of Krell Insurance Services, Inc. in Verona, WI added, “I typically put off scanning and attaching (documents) because it’s such a difficult process (but) I just went through 15 applications in about ten minutes (thanks to the update).”

Agencies using the Partner XE Outlook Plug-In also benefitted from additional 2016 updates. These agencies received capabilities such as:

  •     Adding email from Outlook, improving automation
  •     Viewing email attachments within client profiles
  •     Integrating email categories with updated document management organization
  •     Attaching emails to underwriter and client profiles simultaneously

“The enhancements in the Partner XE 2016 and Outlook Plug-in releases reflect feedback from client workgroups, user group meetings and individual conversations across the client base," said SIS President, Michael Doran, “Partner is who we are, community is how we work. We want to challenge the status quo of what independent agents can expect from a provider by listening and responding to their needs.”

About SIS
Headquartered in Columbus, Ohio, Strategic Insurance Software (SIS) is the team behind Partner XE, an innovative web-based insurance agency management system helping independent agents break free from the status quo. Partner XE is easy to use, streamlines workflows and enables agencies to run their business more affordably and effectively. 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, please visit

About Partner XE
Supporting downloads from over 325 carriers, real-time interaction, integrated agency accounting, and much more, Partner XE is a full-featured agency management system at an affordable cost for the independent insurance agency.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Kate Gluck

Michael Doran
since: 01/2012
Follow >
Strategic Insurance Software

Visit website


Partner XE 2016