“When I began growing more in commercial lines business I realized that I needed a management system that could handle the commercial downloads. With the system I was using everything had to be re-keyed and manually input. That’s a problem for an agency growing commercial lines.”
—Justin Honey
Make manual data input into a carrier system a thing of the past
We know efficiency is important to you. With Partner XE, you can access your carriers in Real Time – making it easy to stay current with information about your policies and clients without having to log into multiple systems.
• Click on a button in Partner XE and get immediate access to carrier information.
• Quickly and easily send electronic payments, new policy details or a policy change to quote and submit.
• Securely pass client information to the carrier web site to pre-fill information.
With Partner XE agency management system and Real-time you’re closer than ever to “straight-through processing.”
