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.

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.