Leslie Huesman“ XE is ‘accounting for dummies.’ With Partner XE, I can get our entire agency billing and accounting done in three or four hours a month. That’s a tenth of the time it used to take.”
Leslie Huesman, Agency Owner Cincinnati, Ohio
Mike MillerWith Partner XE, we are able to provide much more service to our customers, much faster and at a much-reduced cost. While automation costs money, the reality is that an agency management system like Partner XE saves us money.
-Mike Miller, Sheward Insurance Agency, Inc
Kevin O*Brien“Independent insurance agencies are sales and service organizations. When a system takes care of those little tasks it gives us the time we need to interact with current and potential clients. The key is having the right agency management system that lets us interact better with clients – like Partner XE does.” - Kevin O’Brien, O*Brien Insurance
Jeff Sargeant“Our management system makes us so efficient that we’re able to spend more time in one-on-one interaction with the customer… it helps us more effectively track all of our prospecting, manage our lists and record how and how often we’re marketing to each individual.” – Jeff Sargeant
Leslie HuesmanI used to be a big paper-chaser, and I can’t imagine how many hours I have saved because the Doc Box feature is so easy to use. I no longer search my desk for an application or that piece of paper with the serial number. You can always find the document you’re looking for. It’s always where it’s supposed to be in the system. And there’s never a time when someone is working on something and I have a document that they need on my desk, because it’s scanned, so we both can access it at the same time.
Leslie Huesman, Agency Owner, Cincinnati Ohio
Mike Miller“SIS automatically backs up our Partner XE system. If, for some reason, I would lose all my data, SIS has my system backed up. That’s pretty invaluable in itself, but it also means that I have never had any down time. None.”
- Mike Miller, Sheward Insurance Agency, Inc.
