At SIS we understand that you have numerous options when searching for an agency management system. Agencies choose SIS and Partner XE for a variety of reasons, first and foremost because the system has been designed to meet the independent agency’s needs. Here are some of the reasons customers have chosen Partner XE.



“With Partner XE, you’ll benefit from constant improvements and updates to the system, some of which are scheduled upgrades, as well as other enhancements. You’ll also see custom features, as SIS listens to feedback from agencies and actually implements changes to serve specific agency needs.”

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David Dunn

G.H. Dunn Insurance - Mattapoisett, MA.

We had faith in SIS and Partner XE and the people behind it – and we still do. Everything we have seen so far is that they truly listen to us and we believe they are making good on their word, adjusting and making changes where necessary so it works for our agency. That is important.

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Phil Richard

Phil Richard Insurance - Danvers, MA

“From our perspective, we are so committed to Partner XE and helping more agencies see the benefit of this system. We recommend that all small to mid-sized agencies really look at the cost/benefits analysis with Partner XE. Why would you pay for a system that you complain about every day, and which is costing you double what you could otherwise pay? I can say, without reservation, that Partner XE is the system today’s agencies ought to be using.”

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John Yasik

Poland & Sullivan Insurance, Inc. - Newark, DE

“Partner XE can not only offer all the functions that your agency needs, but also costs about 1/3 less than any of the solutions provided by the bigger providers. You get so much more for your money with Partner XE. Make the switch and you won’t regret it. In fact, your agency will be better for it.”

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Kirk Haldeman

Pinnacle Group - Pittsburgh, PA

“The one thing I tell everyone is that what I pay for Partner XE in one quarter is what I used to pay on a monthly basis to my old provider— and I’m getting more functionality than I had before. Since switching to Partner XE, our CSRs have been able to handle 50-70% more business than we used to.”

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John Britton

The Insurance Shop, Inc. - Odon, IN

“The ease of use and cost sold us on Partner XE. Add to that the incredible service, and the ability to have personal relationships with your provider. Partner XE and SIS just can’t be beat.”

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Denise Joy

Bluegrass Insurance Services - Elizabethtown, KY

“With SIS and XE there is a level of attentiveness and support that you just don’t see anywhere else. They really care about making sure you get what you need for your agency. That XE lives up to your expectations and that you can serve your clients exactly as you need to. XE is an intuitive, easy-to-use system. Once you make the switch, you won’t look back.”

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Jim Waun

Sweet & Associates International, Ltd - Bingham Farms, MI

“SIS’s customer service is fantastic. They’ve been on top of it from that first sales call to our latest support needs. Someone is always there to take our email or call, and our issues are resolved in no time.”

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Richard Whitener, Partner

THW Insurance Services, LLC - Lebanon, TN

Partner XE exceeds any other program out there, delivering ease of use, shorter processes, fewer clicks, and more. SIS goes the extra mile for every customer, even developing forms and workflows specific to an agency’s needs. Consistent support and knowing you’ll get a timely resolution to questions or problems is essential to any application in an agency. With Partner XE and SIS, you’ll get that. We’ve never received better hands-on training or a higher level of customer service.

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Kathy Mulder

Nolan Insurance Agency - Brandon, WI

Ultimately, we are a very common sense agency. In order to give our clients the customer service they expect, as well as the solid insurance solutions they need, we have to have quick responses from our vendors. In this business, any delay can be costly – in the sense of dreams, families, pocketbooks, business functionality, and more. We can’t let our customers down. Partner XE helps us protect our employees, our business reputation, and our customers.

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Mark Perkins

Perkins Insurance Agency - Abilene, TX

There is real bang for your buck with PartnerXE but it’s more than just saving money. It’s the whole package. It’s a seamless transition to a new system with high functionality and ease of use. It’s personalized relationships and constant, accessible customer service that will remain beyond the on-boarding process. You’ll never be just a number with SIS.

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Britt Linder

Peterson Insurance Services - Bartlett, TN

(Partner XE) just keeps getting better. And… the people are world-class. I would highly recommend it. After coming off our old system – you couldn’t pay me to change back!

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John Horvath

Neverman Insurance - Westlake, OH

Partner XE has the scalability we need, and SIS brought the attention to detail required for the move and transition… We couldn’t have gotten here without the help of the SIS team.

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Andrea Nelson

Unisource Insurance - Milwaukee, WI

(Partner XE is) … just much more user-friendly. Thanks to that, we’re getting more out of the software in these first fifteen months than we have in the past 25 years.

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Matt Derrenberger

Ann Arbor Insurance Associates - Ann Arbor, MI

We didn’t just want somebody new; we wanted the right fit. Just like with our customers, we wanted to make sure our new provider was the best choice for us. In the end, it was a total team choice to go with SIS.

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Dan Cassidy

Berndt and Murfin Insurance Agency - Portsmouth, OH

I’ve seen the alternatives. I have the first-hand experience. Partner XE has the price and the functionality. It’s where you need to go.

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Chad Van Camp

Family Insurance Center- Seymour, WI

The service is head and shoulders above what we experienced with our old provider.  It’s unbelievable how willing they are to respond and adapt to support us as an agency.

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Max and Alison Van Wyk

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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Pat Hull

Jacobs-Weber Insurance - Yoakum, TX

It’s twice the system, and the personnel are twice as responsive as our old provider. Transition was easy too – no headache, no regrets.

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Mark Mraz

Insurance Consultants Group - Rocky River, OH

Often, when it comes to insurance people say it is price first and then service. That’s not how we look at SIS. We value the price of the product but that isn’t the main concern. It’s the features such as the remote capability, the Outlook Plugin and the direct bill commissions downloads that make it so invaluable to us at our agency. The second thing would be the service for the product that is out there. If you have a great product with horrible backup service it doesn’t do anyone any good. At SIS they are very responsive and timely with any questions and if there is a problem, they fix it.

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Traci Reynolds

Webre-Sherrill Insurance Providers - Round Rock, TX

SIS has been great about asking us what features we would like to see in future versions of Partner XE. It’s nice to say, “Other systems can do this, if you could make this one do it, it’d be great.” Being able to give that feedback is big. It makes it more user-friendly because we’re the ones on it every day.

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Steven Kramer

Kramer Insurance Center - Langhorne, PA

We looked at features. We looked at costs. We looked at ease of use, the learning curve, downloading ability AND which company representatives (most important) opened their ears and listened. SIS listened. That is what impressed me the most. There was another system I thought might be slightly better, but in the end it came back to the big thing — Who listened? Who was willing to try and solve the issues?

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Doreen Black and Marla Hutchings

Dastrup Insurance Agency

We can now grow our business without adding additional payroll. I can get more done with the same people because it takes at least 30% less time to get the data entry into Partner XE than it did in the old system. Time and money are the largest factors. Not only does it save us time, which saves payroll, but Partner XE is about 60% less expensive than the other system.

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Leslie Huesman

Huesman Insurance Group - Cincinnati, OH

When you look at what SIS does for the agents, it’s kind of how I run my business: I feel like if I go above and beyond to take care of my clients that I will have many more – and very loyal – clients. With SIS, I always get the feeling that they want to do whatever they can to make the system user-friendly. And that matters to me because that means they are going to have a better product on the market. I think that their goal every day is to make Partner XE the best system it possibly can be

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