“With 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
Eliminate workflow redundancies and increase productivity
When every day is a race to get things done, efficiencies mean a lot. To be effective, you NEED to have the information you need directly in front of you and readily accessible with a few clicks of the mouse. A system that is tied to your desktop just won’t cut it. You need an agency management system that can be accessed anytime, by any number of users. Enter Partner XE.
Providing Streamlined Workflow, Through:
- Real-Time Connections with Carriers
- Quick, Easy, Secure Access to Client and Policy Information
- Secure, Permanent Records of Customer Transactions
- Secure On-Line Hosting
- Paperless, DocBox Document Storage system
The easy-to-use Agency Desktop home screen, modeled after Microsoft Outlook, is split into three areas to help you manage your daily tasks: Calendar, Notes/To Do Lists/Messages and Search Navigation.
Notes/To Do Lists/Messages: Using the Notes, To Do Lists and Messages feature, you can communicate goals, tasks and time lines to your entire team. Everyone has access to the same document and can check off items as tasks are completed, making it easy for all to see each stage of the process as it is accomplished. As tasks are completed, they are time and date stamped and stored in History within the To Do lists/ Note for reference.
Calendar: The calendar feature allows you to add and track daily appointments, meetings and vacations right from your desktop. You can check the schedule of your team to coordinate meeting times and easily notify and invite others to appointments and meetings. You can also set up reminders and recurring appointments in the Calendar.
Search Navigation: The search navigation feature allows you to quickly and easily locate information for Clients, Notes, Policies, Claims, Contacts and Individuals. There are four different search methods available, and seven categories to search on. Finding information was never easier.
