- Partner XE
- Client Services
Paperless WorkflowLeverage your agency management system to digitize your filing, reduce E&O risk, and enable your producers.
The Partner XE agency management system uses an E&O standards compliant internal transactional filing system to manage storage and store all system files and activities. It supports most file formats; features an intuitive “drag and drop” file transfer; and offers image preview, print and email.
Platt Insurance Agency
About Strategic Insurance Software
Who is Strategic Insurance Software (SIS)? We are the company behind Partner XE, an innovative, scalable and easy to use agency management system designed for one simple reason - to help independent insurance agents grow their business.
We believe that our agency customers' success is our success. We’ll always work to build a better agency management system to look for the next way to help.
Columbus, OH 43228