Clients

“SIS and Partner XE provide all the capabilities needed to run either a small agency, or agencies with over 100 users – at 50-60% of the cost of the major system providers.”

Independent insurance agents choose SIS and Partner XE

At SIS we understand that you have numerous options when searching for an agency management system. Agencies choose SIS and Partner XE for a variety of reasons, first and foremost because the system has been designed to meet the independent agency’s needs. Here are some of the reasons customers have chosen Partner XE:

“The SIS service team is second to none.”

“SIS does not charge for download functionality, or integration with raters…it is part of the core system.”

“Partner XE allows agencies to go paperless, and do so without adding additional server storage.”

“Partner XE is an easy-to-learn, easy-to-use system, and can streamline operations throughout the agency.”

Client Interviews

Take a moment to meet some of agency owners who are Partner XE users – and fans – and learn how Partner XE is helping their agencies grow.

Brian Dixon has a small ($250k) but rapidly expanding agency in Irving, Texas, specializing in property and casualty business. He sees his agency management system as vital to the growth of his organization.

Justin Honey started his own insurance agency in Greenwood, Indiana. He is growing his business quickly in a tough market and chose Partner XE for it’s affordable pricing, reliable functionality, excellent scalability and outstanding customer service.

Leslie Huesman owns Huesman Insurance Group, Cincinnati, Ohio. The agency has grown 30% in the past four years and Huesman credits SIS and Partner XE, with significantly contributing to that growth.

Bill McCalla is President of First Newnan Insurance Group, Inc. a multiple-line, independent insurance agency in Georgia. He has used other agency management systems and finds Partner XE to be the best system for his agency’s needs.

Bill McGraw is a co-owner in his family’s insurance agencies in Mississippi. His experience with SIS is one which appreciates the level of excellence which the SIS customer service team demonstrates for all their agencies and according to McGraw “what sets them apart from other vendors.”

Mike Miller runs Sheward Insurance Agency, Inc., serving 2,100 individuals and families and 200 businesses in Jackson County, Ohio. He says the efficiencies Partner XE provides makes his agency better.

Morgan Mulch understands that efficiency will help the agency grow, and he believes that technology can help the organization be more efficient. After trying two other systems, he has found SIS and Partner XE to be exactly the kind of system that his agency needs.

Kevin O*Brien is co-owner to family-run O*Brien Insurance Agency in upstate New York. The O*Brien Agency utilizes communication tools and agency management technology to provide the best value to their customers.

Jeff Sargeant owns Community Insurance Group, Ltd. in west central Ohio with offices in two counties. He attributes his agency’s success to people, personal client relationships, technology and grassroots marketing.