Partner XE Overview

Partner XE is a powerful insurance agency software designed to streamline operations and improve customer service for insurance professionals. This platform provides comprehensive tools for managing policies, claims, and customer relationships. With features like automated workflows, real-time reporting, and integrated communication tools, Partner XE enhances productivity and reduces administrative burdens. The user-friendly interface allows agents to quickly access client information and policy details, enabling prompt responses to inquiries. Additionally, Partner XE’s customizable dashboards provide insights into key performance indicators, helping agencies monitor their performance and make data-driven decisions. By optimizing insurance agency processes, this software empowers agencies to improve client satisfaction and drive business growth.

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Contact Details

  • Vendor Name SIS
  • Founded 1995
  • Location United States

Support

    NA


Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Insurance

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Partner XE Features

  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking
  • Arrow Icon Rating Engine
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Forms Management
  • Arrow Icon Renewal Management
  • Arrow Icon Cancellation Tracking
  • Arrow Icon Commission Management
  • Arrow Icon Claims Tracking
  • Arrow Icon Policy Issuance
  • Arrow Icon Reinstatement Tracking
  • Arrow Icon Underwriting Management
  • Arrow Icon Quotes/Estimates

Partner XE Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Partner XE FAQs

Partner XE is a powerful insurance agency software designed to streamline operations and improve customer service for insurance professionals. This platform provides comprehensive tools for managing policies, claims, and customer relationships. With features like automated workflows, real-time reporting, and integrated communication tools, Partner XE enhances productivity and reduces administrative burdens. The user-friendly interface allows agents to quickly access client information and policy details, enabling prompt responses to inquiries. Additionally, Partner XE’s customizable dashboards provide insights into key performance indicators, helping agencies monitor their performance and make data-driven decisions. By optimizing insurance agency processes, this software empowers agencies to improve client satisfaction and drive business growth.

  • No, Partner XE does not offer a free version.

  • Yes, Partner XE offers a free trial.

  • No, Credit Card details are not required for the Partner XE trial.

  • No, Partner XE does not offer an API.

  • Partner XE offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • Partner XE supports the following languages:
    • English

  • Following are the typical users of the Partner XE:
    • Self-Employed , Small-Business , Midsize-Business

  • Partner XE supports the following deployment:
    • Cloud Hosted

  • Partner XE supports the following devices and operating systems:
    • Web-Based

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