Proposal CreatorTake 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 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.
Client PortalView 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 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.