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Mastering Partner XE

SIS held its first Partner XE training class this spring at its training facility in Gahanna, Ohio. Five agents, all new SIS clients, participated in the two-day course. The class was led by Agency Automation Specialist III Darlene White. Darlene has been with SIS since April 2001 and has more than 20 years of experience in the insurance industry.

The training covers everything from basic login instruction to more complex functions such as reports and to-do lists.

Rick Burby of Ohio Insurance Group LLC was among the first training course participants. Rick is an SIS user and was one of the first to purchase Partner XE. After working for several agencies that used other management systems, he branched out on his own and needed to find a system with the same functionality, but at a lower cost. He found a perfect match in Partner XE.

Rick said, “It was a great experience. I didn’t realize how much more I could do with Partner XE than what I knew!”

For example, Rick was pleased to learn that he could customize his reports to meet his needs, and he could save his search criteria for reports he runs frequently.

“The training was impressive, especially given that this was the first class and it’s a new system,” Rick said. “Darlene was a perfect leader.”

Carolina Lechuga of Mundial Group also had high praises for Darlene: “I just loved taking in all the knowledge I could from Darlene.”

Beth Reitler of Reitler Insurance Agency was another participant in the training course. She and her husband, who is also her business partner, recently purchased Partner XE after it was recommended to them as a cost-efficient solution by one of their main insurance carriers.

“I found Partner XE to be very user-friendly,” Beth stated. “This is especially important for me and my agents as we have not used a management system previously. Coming in blind, the SIS training session was perfect for me. I was impressed when I learned that the standard forms and letters are built right into the system!”

Beth also commented on SIS: “This team is very friendly and attentive. Their responsiveness is truly unique in today’s fast-paced world.”

Meanwhile, Rick shared his overall impression of the training course, stating, “Now that I know how to better take advantage of Partner XE, I’m looking forward to getting started. One of the key benefits I saw in this program is hosting, so now I can take my laptop on vacation to Florida and work right from the beach!”

SIS continues to hold additional Partner XE training sessions for both new and existing users in three formats: in the SIS classroom, on-site at the agency or by telephone.

 What the basic Partner XE course covers

1. Sign in to Partner XE

2. Calendar

3. My Desktop

4. Add Client

5. Search Clients

6. Move Clients

7. Grid Form Export

8. Add Policy/Quotes

9. Search

10. Make Policy Changes/Additions

11. Move Policy to Client

12. Move Policy Attachments to New Policy

13. Delete Policy

14. Copy/Renew Policy

15. Policy Maintenance

16. Rating Integration

17. To Do Lists

18. Add Notes/Messages and To Do Lists

19. Search Notes

20. Move Notes

21. Claims

22. Search Claims

23. Move Claim to New Policy

24. Document Claim Information

25. Documents

26. History

27. Unique Data

28. Certificates

29. Doc Box

30. Check Downloaded Information

31. Search Lists/Marketing

32. Letter Editor

33. Reports

34. Activity Log

35. Employee Settings

36. Reassign Notes, Producers, CSRs

37. Blank ACORD Forms

38. Review XE Administration Settings

39. Review User Preferences

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