“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
Empower your agents and customer service reps with technology that works as hard as they do.
Partner XE’ Search Navigation, Contact and Client and Policy Management features put the information you and your reps need at your fingertips, enabling you to respond to your customers quickly and efficiently.
Search Navigation:
With Partner XE’s Search Navigation feature, you can easily locate information for Clients, Notes, Policies, Claims, Contacts and Individuals. There are four different search methods available, and seven categories to search on.
Contacts :
With Partner XE’s Contact feature, you can store all contact data that is used throughout the system in one central location. This includes contact name, address and critical information for clients, prospects, companies, banks, vendors, certificate holders, loss payees, and more. If you need to change the contact information, do it once and it will be reflected throughout the entire system.
Client and Policy Management:
With Partner XE’s Client and Policy Management features, you can easily toggle between clients — making multi-tasking a breeze. Navigation within this section is simple as each client file is broken down into readily accessible sections (Summary, Snapshot, Individual, Policies, Claims, Documents, Comments, History, Unique Data, and Certificates).
