Partner XE adapts to you, acting as your agency partner

Managing your independent insurance agency is a round the clock job demanding you to wear many hats and process information quickly and accurately. You need an insurance agency management system that not only handles the pressure but reduces stress by making your work easier. Partner XE is the agency management system that combines all the capabilities you need with customizable features, all backed by a team dedicated to serving your needs and building trust.

Get dedicated support

Our team will walk you through implementation and continue to support your needs throughout your use of Partner XE. With immediate follow-up to issues, you’ll be back to business in no time.

Support Services

Access on-going training

Training is available in the right blend of on-line, in-person workshops, and on-site at your location to maximize learning for you and your staff. Education opportunities continue with regular webinars, regional workshops, and online training lessons available 24/7.

Training Services

Meet the needs of your staff

Partner XE’s many capabilities mean you get what you need, personalized to your specifications.

Personalized Workflows

Streamline your processes

Personalized workflows, Partner XE’s Outlook Integration, and our Real Time connections translate to getting more done, faster.

Email Integration

Keep your data secure

Our “always-on” protection in the cloud puts your mind at ease when it comes to data security.


Have your voice heard

Through the Partner XE user community you’ll connect with other independent insurance agency users and join the conversation on improving Partner XE to best meet your needs.

User Community

Let us take care of you like you take care of your independent insurance agency. Find out more about the SIS team and hear from our clients about their Partner XE agency management system experience.


There are currently more than 70 agency management systems on the market. Check out our guide on How to Choose an Agency Management System to find the best system for your agency.