Integrated AccountingInsurance 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 IntegrationEasily capturing your email conversations in your insurance agency is critical. Partner XE seamlessly integrates with email for task management, calendar management, & E&O purposes.
Document ManagementFrom 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 ManagementCertificate 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.