The Agency Management System Partner

For the independent agent

Challenging the status quo

Service Your Clients

Access information easily
Minimize keystrokes
Maximize client focused time

Grow Your Agency

Customize your workflows
Keep your data secure
System works for you

Partner Effectively

Trusted relationship
Collaborative User Community
Committed to your success

Max Van Wyk

Max Van Wyk, Founder

Van Wyk Risk Solutions – Grand Rapids, MI

What I often tell an agency owner is ‘If you want to be a number, stay where you are. If you want someone who will partner with you, you better be talking to SIS.

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Mark Perkins, VP/Partner

Perkins Insurance Agency – Abilene, TX

As we began to look at other systems we realized Partner XE was a good fit for us. Part of that decision was based on being able to save a lot per month over our old system and going from no relationship to partners you can go to and talk to at any time. Our experience has been phenomenal. From the product itself, improvements they continue to make, to the staff that came out and trained us. I really feel like we can call them friends now.

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Debra Harp, Office Manager

THW Insurance Services – Lebanon, TN

From beginning to end it was a success. They took us step by step through everything. We didn’t have to worry about the conversion or losing data. They were very reassuring. We love working with all of the team members. They are easily accessible and almost like family. It has been a great experience.

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Victor Mandia, Director of Insurance Operations

Jaffe Tilchin Independent Insurance Services – Tampa, FL

I think the key with SIS is how much they are willing to help. They work toward making a better product through the engagement with agencies. We feel instrumental in that change. We grow with them and they grow with us. It’s a pleasure to work with a company that wants to work with you.

Change Management

SIS has completed hundreds of data conversions from every major agency management system. Rest easy knowing all of your operational data, contacts, and policy information can be moved into Partner XE in seven days or fewer.

Partner XE Capabilities

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Email Integration

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Integrated Accounting

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Real Time Connections

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Document Management

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Mobile App

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Personalized Workflows

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Reporting

See Partner XE for yourself