Proposal Creator

Take advantage of the policy data you maintain in Partner XE to quickly generate custom branded, comprehensive, and easy to understand commercial proposals for your clients.

Integrated Accounting

Insurance agency accounting needs to be specialized to be effective. From producer commission to income statements, Partner XE ties everything together for you in one place.

Outlook / Email Integration

Easily capturing your email conversations in your insurance agency is critical. Partner XE seamlessly integrates with email for task management, calendar management, & E&O purposes.

Client Portal

View Partner XE’s secure Client Portal, a solution to give your clients access to their policy information online. Agency customers can view and print policy summaries, driver’s lists, auto ID cards, and certificates of insurance instantly!

Document Management

From forms to photos, and everywhere in between, Partner XE lets you take your agency paperless. View a short demonstration of our document management capabilities here.

Certificate Management

Certificate management for your insurance agency can be a challenge. Simplify this process with Partner XE. From individual certificate creation to mass distribution, SIS has you covered.

Partner XE Mobile

Working tied to a laptop or desktop simply isn’t efficient for today’s insurance agent. Go mobile and access client information simply and easily from your phone or tablet with Partner XE.