A Collaborative Community

The best ideas come from those who use the agency management system each day. Collaboration and communication play a significant role in advancing the Partner XE agency management system in a way that aligns with how independent insurance agencies manage and grow their business. One of the ways in which this is accomplished is through Partner XE Community.

Partner XE Community includes every independent insurance agency using the Partner XE agency management system, and is run by an elected volunteer board of Partner XE users. Its primary functions are to educate the independent insurance agencies using Partner XE on how to get the most out of their agency management system, to provide SIS with input and feedback that can be used for product and service enhancements, and to advocate for advances in technology and standards through groups like ACT (Agents Council for Technology) and AUGIE (ACORD User Groups Information Exchange).

All members are encouraged to get involved in the current and future direction of the Partner XE agency management system through

  • Forums,
  • Surveys,
  • Workgroups,
  • National and regional user conferences,
  • And more.
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