3 Ways to use Your Partner XE Agency Management System to MakeYour Business More Profitable


There are many ways to use the Partner XE Agency Management System to increase profitability for your agency. For starters…

1.) Information, Information, Information

Partner XE has a number of prebuilt reports an agency can run to gain insight to what is happening in their businesses. Don’t see what you want? You can easily create a custom report to get the exact information you are looking for.

Examples of how to use reporting to increase profitability:

  • Learn which lines of business are most profitable and adjust your marketing to sell more of those lines.
  • Identify common characteristic of your clients and target more people like them.
  • Run a Premium by Carrier By Line of Business report to get a good understanding of how you are doing with a certain carrier, where you are selling well, where you are not and if there are other lines of business available that you might be able to focus on.
  • Identify cross-sell and upsell opportunities and market accordingly.
  • Determine which of your producers are producing and which are not.  Then dig deeper to find out what the high producers are doing that the others are not to teach that throughout your agency
  • And much more.

All of these reports can easily be exported to Excel with two clicks of the mouse or you can print letters and envelopes for everyone on the list for direct mail marketing campaigns.

 2.) Increase Efficiency with Commercial Downloads and Real Time

We are committed to making the lives of our clients easier and more productive. One way Partner XE does that is through the ability to download commercial lines policies – eliminating the need for manual entry and increasing the amount of time you have to focus on sales and customer service.

In addition, thanks to Real Time, agencies using Partner XE can pass client information already entered in their agency management system directly to the carrier website to pre-fill required information, improving accuracy, saving time and freeing up more time for selling.

 3.) Track and Monitor Sales and Marketing Efforts with To-Do Lists

The Marketing To-Do List within your Partner XE agency management system can serve several purposes. Most importantly though, the To-Do List will help you keep track of the different stages of your various sales and marketing campaigns. To keep Producers/CSRs on track for each step or follow up, these To-Do Lists have reminders that can be set to show up on your “desktop reminders list” when a follow up is required or scheduled. Since there are often multiple people involved with a single marketing campaign, the To-Do Lists can also be assigned to multiple users so when one person has accomplished their steps they can assign the To-Do List to the next person so they can take over the marketing workflow. In short, no many how many people you are marketing to, no matter how many people on your team, using the To-Do lists correctly will ensure nothing slips through the cracks and everyone is accountable to their own action items – which ultimately should lead to closing more business!

Partner XE from SIS is an easy to use, online hosted insurance agency management system with logical workflows, exceptional download and comparative rater integration capabilities and best in the business Outlook integration. If you are not already using Partner XE and would like to learn why so many agencies are switching to our system, give us a call at 800-747-9273 or fill out a short contact form and we’ll be in touch. You’ll be glad you did.

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