Overview

SIS Partner Platform’s Partner XE is an agency management solution that is popular for its breadth of features, ease of use, and long-term cost efficiency. This software simplifies complex insurance agency management processes and is supported ably by an expert team that renders timely and effective service.

With Partner XE, you can effortlessly manage the full lifecycle of your organization’s customer relationship from pre-sales to renewal to servicing in an integrated platform. The system facilitates this by providing features such as marketing and sales, financial, client, and policy management, web solutions, data analytics, built-in text messaging, agency-branded mobile app, and integrations with industry partners and third-party solutions.

Benefits

Expand Your Agency

Achieve excellence, quality, and consistency across your agency.

The Partner Platform is an intuitive and comprehensive application that provides the needed capabilities to manage the demands placed on independent insurance agencies. These features include financial, marketing, and sales management, as well as reporting and business analytics.

Deliver an Excellent Client Experience

Retain your clients by providing them a great experience that includes affordability, communication, and responsiveness.

The Partner Platform includes several communication methods including integrated text messaging and Outlook email integration, and offers functionalities like carrier downloads, personalized workflows, and document management. You can use the partner client portal to deliver an always available, convenient, and easy online experience to your clients.

Gain New Business

The Partner Platform offers robust marketing and sales features, and reporting dashboards.

Utilize the Producer Results Manager function to manage, track, and organize your sales pipeline and empower your agents to sell more. On top of that, the Marketing Automation Manager produces automated, customizable processes and mass campaigns for prospect and client communication. Use the Proposal Creator to craft clean, professional proposals for your personal or commercial prospects and clients with just one click.

Lastly, agents and producers can use the Partner Mobile application to access information instantly from anywhere, anytime, using any Android or iOS device.

Product Features

Pricing

The Partner Platform pricing is based on number of locations, number of users, and certain features. Call SIS’s sales team to get a specific estimate based on your company’s needs.