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Take a look under the hood of the Partner XE Agency Management SystemPartner XE’s scalability makes it the right management system for any size agency. Innovative yet easy-to-use, it streamlines business operations and helps manage all areas of an independent agency – customers, policies, claims, scheduling, accounting, marketing and more. Take a look and see for yourself… |
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When you need systems that work together, look to Partner XE Outlook IntegrationIn many circles the word Outlook is synonymous with email, and paper calendars are a thing of the past. How else do you schedule recurring appointments, invite clients and coworkers to meetings, and carry your schedule around on your PDA? See how Partner XE Outlook Integration makes it all work together… Click on the screen shot to see for yourself |
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A typical day for a CSR? Hardly!Although we all know there’s no such thing as a typical day for a CSR in an independent insurance agency, this short video shows how Partner XE helps CSRs quickly and easily execute their many regular tasks. Remember, all SIS products are backed by an experienced service staff of customer service and insurance professionals plus technical specialists who are there when you need them. Click on the screen shot to see for yourself |
Want to see more?
We have a series of detailed videos demonstrating specific functions of Partner XE. Including…
- Accounting functions
- Client Management
- Document Management
- Policy Management
- Search
- Carrier Interfaces
