Access information on-the-go for better meetings and increased sales

Flexibility, convenience and ease of doing business all contribute to new client acquisition and retention. The Partner XE agency management system contributes to your sales growth by delivering the right information at the right time.  The Partner XE mobile app and your personalized dashboards put the information you need in the format you want at your fingertips.

On-the-go access

Easily add new prospect information and follow up tasks or access customer information including policy summaries while on the road with the Partner XE mobile app.

Email integration

Synch your e-mail automatically with Partner XE’s Outlook Integration to improve productivity.  All client email communication is quickly and easily centralized in Partner XE enabling you to better serve your clients.

Custom views

Create custom dashboards to quickly and easily access vital information from your agency management system including new business, expiring policies, and rate increases to help prioritize your day and activities for your clients