Partner XE & Real Time
Partner XE and Real-Time make it possible for you to access your carriers sites quickly and securely through your agency management system.
Partner XE manages passwords for all agency employees, AND carriers, resulting in a seamless, secure transition to the carrier site.
Increase Efficiency:
WebLink, UpLink and integration with IVAN’s Transformation Station, enable Partner XE users to pass client information already entered in their agency management system directly to the carrier website to pre-fill required information.
- Send electronic payments
- Send new policy details to quote and submit
- Send a policy change to quote and submit
- View policy declaration pages
- View billing status
- View claim status
With Partner XE and Real Time you are closer than ever to straight through processing. With one click from Partner XE you can see whether your client’s check was received on their policy, or submit an endorsement request. Best of all, the capabilities only continue to grow as carriers add new functionality to their websites. [Download our Real-Time information sheet]
