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Partner XE – SIS

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A decade and a half ago, a team of developers at State Auto Insurance created the Partner system to meet the needs of that agent community. State Auto spun the group off as Strategic Insurance Software. From the beginning we have had a unique view into the specific needs of independent agencies, integration with carrier operations and the business and technology required for success. We are the only agency management system provider with a such a broad background in the industry. We understand the opportunities and challenges you face. That’s why we developed Partner XE.

Partner XE is the only agency management system of its kind. Its scalability makes it right for small and large agencies, and everything in between. Innovative yet easy-to-use, it streamlines business operations and helps manage all areas of an independent agency – customers, policies, claims, scheduling, accounting, marketing and more. And SIS products are backed by an experienced service staff of customer service and insurance professionals plus technical specialists who are there when you need them.

9 Customer Reviews

  • Overall Rating11111
    Customer Service11111
    Ease of Use11111
    Value for price22222

    SOFTWARE HAS A LOT PROBLEMS.

  • Total waste of money. Fail.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    Partner XE is the best value on the market today. I have been using it since 2008, and I’ve seen it evolve. Great system.

  • I’m very impressed with Partner XE and the ease of use. They have a great team, professional customer service, and they have made a product that can help any independent agent. Big fan.

  • Overall Rating55555
    Customer Service55555
    Ease of Use55555
    Value for price55555

    I have been using Xe for about 5 years now. I’ve worked at agencies that use management systems like Applied and Vertifore, and the level of service and ease of use just isn’t the same. SIS is not the size of these other companies so they are more dedicated to your business and really learn about your agency. They take the time to listen and to help. The system as a whole is constantly improving and has made my employees life much easier because the workflows make sense–and did from almost day on–and we found it a lot easier to navigate around in than a citrix like environment like Applied TAM as well as a vast system like AMS360. Xe’s pricing has always been more than fair and has saved my agency a lot of money. If you’re looking for bang for your buck, I would advise taking a hard look at this system.

  • This is a joke. The most unorganized and decietful group I’ve ever dealt with. My advise is to stay completely away. The sales team is very dishonest and extremely misleading. After going through the experience I can honestly say. There’s not alot of integrity within.

  • Overall Rating11111
    Customer Service11111
    Ease of Use11111
    Value for price11111

    Do not buy this software from this losers, you will never learn how to use it.

  • Fail, new software is a big fail.

  • We just moved from AMS Prime. I have used Applied and AMS throughout my 15 year career, and this system is the best I have ever seen! Plus, the customer service is the best!! AMS we had to wait, be patched through telephone systems, billing was always a mess.. We love Partner XE. Their integration with Microsoft Outlook is genius.. We save at least 30% -50% in time and efficiencies. I have never felt better about our ability to protect from E & O..

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© Copyright 2012 by Steve Anderson