Increase productivity and accuracy with Partner XE

Accounting for your insurance agency should be easy and accurate. With Partner XE’s fully integrated insurance agency accounting your client information, policy information, and financial information is all organized in one system.

Eliminate third party insurance software and dual entry giving your agency real time insights into key information to better serve your clients and more effectively grow your business.

Full financial management capabilities to run your agency and streamline tasks

  • Daily processing dashboard
  • Multi-level insurance producer commission splits
  • Sweep transactions
  • Carrier direct bill commission download
  • Direct billing and reconciliation
  • Insurance agency billing and reconciliation
  • Bank reconciliation
  • Producer reconciliation
  • Vendor payables
  • Branch, division, and department accounting
  • Financial and production reports
    • Producer reports
    • Balance sheet
    • Income statement
    • Expense report
    • Aged accounts receivable report
    • Branch reports

Check out our guide on Getting Your Agency Finances in Order and learn best practices for your independent insurance agency.