Want to learn more about what SIS and Partner XE have to offer?
We have answers.
Partner XE is a highly affordable and feature rich system. Pricing variables include number of users, number of locations, and certain capabilities. The best way to obtain a specific estimate is to speak directly with a member of the sales team. They can be reached at (800) 747-9273.
There are a number of advantages to using a web-based system over a server-based system. The most important one, really, depends on you. Some of our agency partners tell us the best thing about having their data in the cloud is that they never have to remember to do a backup. Others tell us it is the fact that they can access their system anywhere they have an Internet connection… still others the fact that they can run multiple offices off of the same system… For a full list of benefits, click here for our Software as a Service whitepaper.
We put data security high on our list of priorities. We have partnered with a world class data center provider Expedient Data Centers, who shares the same commitment to client security.
Along with the physical security of the data center and the state of the art technology protecting your data, SIS has implemented industry standard best practices to further detect and prevent unauthorized access.
Partner XE will help you manage both your personal and commercial lines of business.
Yes, Partner XE offers both Real Time and downloads. Downloads include hundreds of carriers for personal, commercial, and direct bill commissions.
Yes, Partner XE is available on Android smartphones or tablets as well as iPhones and iPads.
Yes, Partner XE has an integrated accounting module that allows you to do all of your accounting right in your agency management system. It is designed to be easy yet comprehensive to effectively manage you agency. Agencies have told us this feature alone has them saved hours of paperwork.
Yes, our experienced implementation team has completed hundreds of data conversions from over 20 different agency management systems onto the Partner XE platform. SIS has transformed the entire transition process by focusing on the client experience of converting data combined with effective training to reduce the learning curve and get you back to supporting your clients.
A dedicated implementation specialist will help steer you through the entire process. You’ll receive a project plan with timeline, which will thoroughly communicate the data conversion process then work with you to help you communicate with your carriers, dot the i’s, cross the t’s and do everything possible to ensure the conversion runs smoothly.