- 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
Columbus, OH 43228