Streamline processes, minimize keystrokes, maximize time serving clients

Responding quickly and effectively to your clients is key to your retention and growth. Partner XE is the agency management system designed for the resource constrained independent insurance agency looking for an easy to use agency management system that delivers greater productivity through simplicity.

Customize the software to fit your workflows

Find and access information quickly with personalized workflows and unique one-click “Quick Options”.

Quickly access information

Spend less time inputting and extracting information with Partner XE’s Outlook integration and RealTime Connection.

Gain confidence in your data

Never worry about missing info with personalized workflows.

Gain valuable insights

All-in-one financials through integrated insurance agency accounting let you know your business results in real time.


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.