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Sis partner xe management system

The Partner Platform is a web-based agency management system designed for the independent agent focused on improving new client acquisition as well as enhancing client retention. Agencies using the Partner Platform typically have complex commercial clients, rely on fully integrated GL capabilities and want access to sales and marketing capabilities to improve producer productivity. Agency owners enjoy the reporting and business analytics which help them understand their business better and find ways to improve production and efficiencies across all aspects of their agency. And with all that, the Partner Platform is still easy to use, intuitive and built for the non-technical person who wants to focus on insurance. Having transitioned hundreds of agencies and thousands of users, SIS provides expertise and a comfort level to help every agency make a successful change with minimal business disruption.

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Partner Platform

This latest addition to the robust Partner XE management system syncs the user's website with the system, providing insured access to policy information online. Agency customers can view and print policy summaries, driver's lists, auto ID cards, and certificates of insurance instantly. Agencies will receive real-time email notifications of customer activity and can view reports directly in the Partner XE system. This helps us compete directly with online markets and better secures our relationships.

We've waited a long time for a tool like this and, as usual with Partner XE, it's been worth the wait! Update elements included a new commercial lines proposal module, ability to attach documents to certificate templates, and a new unbilled policy report and ACORD form updates. The feedback we received from our pilot agencies proves the Client Portal is already one of the best enhancements we've added to Partner XE. Deak closed his comments by reiterating the focus on strengthening the agency-customer connection.

This adds value through convenience and furthers customer loyalty. That's the goal: make it easier for our partner agencies to serve their customers. Partner XE is easy to use, streamlines workflows and enables agencies to run their business more affordably and effectively. Built on a foundation of strong technology and exceptional service, we're moving forward with a constant eye on innovation that will make independent agents' lives easier.

For more information, please visit www. About Partner XE Supporting downloads from over carriers, real-time interaction, integrated agency accounting, and much more, Partner XE is a full-featured agency management system at an affordable cost for the independent insurance agency. Strategic Insurance Software is the Agency Management System Partner for independent insurance agents challenging the status quo.

Notification Frequency. Press Release - Jul 27, More Press Releases. Strategic Insurance Software - Sep 27, The update promises to deliver improved agency workflows and efficiencies by reducing clicks and streamlining processes. Strategic Insurance Software - Aug 8, Get notified about new releases. Sign up for email updates from Newswire. Enter your email address.

SIS Completes 2016 Partner XE Insurance Software Update, Releases Outlook Plug-In Enhancements

Partner Platform by SIS. Best For Built for the agency that cares about community values and is tired of the status quo of overly complex management systems, youll find Partner Platform is supported by a team that you can count on. Product Details Partner Platform's best-in-class agency management system is praised by clients for its ease of use, breadth of capabilities, and long-term affordability. Built for the agency that cares about community values and is tired of the status quo of overly complex management systems, you'll find Partner Platform is supported by a team that you can count on and lives their values of being a partner.

Agency technology expert Steve Anderson serves as a virtual matchmaker between independent agencies and the leading agency management system vendors. The Agency Management System Selection Summit will help agencies who think they might need to update or replace their existing agency management system.

Search throughout your database by client name, search name, email address, policy, note title, and more. Documents can be viewed if your device supports the document file type. Clients, client notes, contacts and individuals can be created with this updated version. This app is restricted to Partner XE users. Your Partner XE administrator must enable access.

Strategic Insurance Software Introduces New Partner XE Client Portal

The best ideas come from those who use the agency management system each day. Collaboration and communication play a significant role in advancing the Partner Platform agency management system in a way that aligns with how independent insurance agencies manage and grow their business. Partner User Community includes every independent insurance agency using the Partner Platform agency management system and includes a volunteer board of Partner Platform users. All members are encouraged to get involved in the current and future direction of the Partner Platform agency management system through. One of the most notable is the effect on disrupting business operations. In this post, we look at how to get insurance clients as your agency adapts operations and gets back up to As we adjust to this surprise shift, we turned to our trusted partners for help. See below for two guest As we adjust to a new normal of work from home due to the COVID novel coronavirus, we at SIS and Partner Platform are committed to bringing you content to help you connect effectively and safely with digital insurance tactics.

Partner User Community

Learn More Why Partner? Included AND integrated are innovative sales , marketing , and financial management capabilities along with breakthrough business analytics and reporting. Industry leading retention is the culmination of a great client experience which includes responsiveness, communication, and affordability. Completely integrated within the Partner Platform are robust sales and marketing tools, reporting dashboards and capabilities to succeed. The Producer Results Manager helps organize, track and manage your sales pipeline and enables your producers to sell more.

Simplify your software search in just 15 minutes.

This latest addition to the robust Partner XE management system syncs the user's website with the system, providing insured access to policy information online. Agency customers can view and print policy summaries, driver's lists, auto ID cards, and certificates of insurance instantly. Agencies will receive real-time email notifications of customer activity and can view reports directly in the Partner XE system.

Challenge the Status Quo

Moderators: Josh , independent guy. Quick links. Agency Management System Your response to industry hot topics. I have used the search to look for which CRM system would be the best to use in terms of ease of use, lead management, etc.

InsureSign , the e-sign tool trusted by tens of thousands of insurance professionals, today announced the launch of its integration with the Partner XE agency management system. Through this integration, agents can now eliminate unnecessary steps and time-draining manual processes through easy-to-use solutions. Partner XE users can service insureds by securing signatures the fastest and easiest way possible via InsureSIgn. Not only do InsureSign users enjoy unlimited signatures, documents and templates each month, they can also enjoy the benefits of audit trails, auto reminders, auto archival, company branding and more. InsureSign is the simplest, fastest and most secure way to get documents signed electronically.

Partner XE Software

Ты блефуешь, Грег. - Вы этого не сделаете! - крикнул Хейл.  - Я все расскажу. Я разрушу все ваши планы. Вы близки к осуществлению своей заветной мечты - до этого остается всего несколько часов.

Partner Platform's best-in-class agency management system is praised by clients for its SIS. stephennuske.com Founded in Located in United States Overall: We have been with Partner XE for over a year, we moved from TAM.

Сьюзан кивнула. - То есть вы хотите сказать, Танкадо не волновало, что кто-то начнет разыскивать Северную Дакоту, потому что его имя и адрес защищены компанией ARA.

- Верно.

Agency Management System Selection Summit

Вы что, морочите нам голову? - взорвался Джабба. Беккер покачал головой: - Отнюдь. Тут написано - Quis custodiet ipsos custodes.

Ноги Беккера скрылись из виду за поворотом, и Халохот выстрелил, но тут же понял, что выстрел пришелся в пустоту. Пуля срикошетила от стены. Рванувшись вниз за своей жертвой, он продолжал держаться вплотную к внешней стене, что позволило бы ему стрелять под наибольшим углом. Но всякий раз, когда перед ним открывался очередной виток спирали, Беккер оставался вне поля зрения и создавалось впечатление, что тот постоянно находится впереди на сто восемьдесят градусов.

Прекрасная мысль.

Открыв полку над головой, он вспомнил, что багажа у него. Времени на сборы ему не дали, да какая разница: ему же обещали, что путешествие будет недолгим - туда и обратно. Двигатели снизили обороты, и самолет с залитого солнцем летного поля въехал в пустой ангар напротив главного терминала.

Вскоре появился пилот и открыл люк. Беккер быстро допил остатки клюквенного сока, поставил стакан на мокрую столешницу и надел пиджак.

Северная Дакота - это Хейл. Но Стратмор смотрел на молодого сотрудника лаборатории систем безопасности. Коммандер спускался по лестнице, ни на мгновение не сводя с него глаз. Он быстро подошел к ним и остановился в нескольких сантиметрах от дрожащего Чатрукьяна. - Вы что-то сказали. - Сэр, - задыхаясь проговорил Чатрукьян.

Scusi? - Он оказался итальянцем. - Аегорortо. Per favore.

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