Partner XE™, developed by SIS, is a NEW full-featured agency management system.  Designed to use the latest technology and incorporating up-to-date agency workflows, Partner XE fulfills your current  expectations.

With Partner XE, SIS continues the tradition of excellence in software, service and training. Built on “award-winning” technology, priced affordably, and backed by an experienced service staff that is there when you need them.

Top five features of Partner XE:

• Client Data Management - Manage your clients and policies via download.  Organize your  activities around Partner XE’s Calendar, Notes and To-Do-Lists.

• Connectivity with your Carriers – Real-Time connectivity to your carriers’ Websites for client inquiry.

• Hosting Option – Enjoy secure remote connectivity to your agency data and let SIS handle the updates, backups and security.

•  Integrated Accounting (optional module) – Robust and fully integrated accounting module designed specifically to service the independent agent.  Supports direct bill commission download, agency-bill and direct-bill clients, company accounts, agency receivables and payables, month and year-end closings, and detailed reports.

• Doc Box™ - Document management module for storage and retrieval of scanned documents, digital pictures, and other files allowing for a true paperless workflow environment.  You can scan multiple items into the Inbox and then go back and assign items to the appropriate Client or Policy at a later time and in more than one place.  

The benefits of choosing Partner XE for your agency include:

•  Scalable system that grows with you

•   Flexible technology that allows you to choose the workflow that fits your needs

•   Built around industry standards

•   Hosted offsite access

•     Paperless workflow for communications with your carriers and clients

•    Website and real-time connectivity

•     Management of policies and commissions via download

Partner XE is affordably priced using an easy to understand, tiered pricing model based on the size of agency, modules licensed, and training with or without our Partner XE Accounting Package. With a customized pricing approach you only pay for what you need.  Partner XE costs less and there are no surprises, so you can budget accordingly.

For more detailed information on Partner XE, please contact SIS Sales at:  sales@sisware.com or call us at 1-800-747-9273.