--- description: Review of Partner XE Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Partner XE | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Insurance Policy Software](/directory/3320/policy/software) > [Partner XE](/software/43120/partner-xe) # Partner XE Canonical: https://www.softwareadvice.ie/software/43120/partner-xe Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.ie/software/43120/partner-xe?page=2) > Partner Platform’s agency management system (Partner XE) 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. Easily manage the entire life-cycle of your agency’s client relationship from pre-sales to servicing to renewal in a unified system that has sales and marketing, client, policy, and financial management, agency-branded mobile app, integrated text messaging, data analytics, web solutions, and integrations with third-party tools and industry partners. > > Verdict: Rated **4.1/5** by 14 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.1/5** | 14 Reviews | | Ease of Use | 4.4/5 | Based on overall reviews | | Customer Support | 4.4/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.1/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: SIS - **Location**: Columbus, US - **Founded**: 1995 ## Commercial Context - **Target Audience**: 2–10, 11–50 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: United States ## Features - Billing & Invoicing - Cancellation Tracking - Claims Management - Claims Tracking - Client Portal - Commission Management - Contact Management - Document Management - Insurance Policy Management - Insurance Policy Processing - Property & Casualty - Quotes/Estimates - Renewal Management ## Category - [Insurance Policy Software](https://www.softwareadvice.ie/directory/3320/policy/software) ## Related Categories - [Insurance Policy Software](https://www.softwareadvice.ie/directory/3320/policy/software) - [Claims Management Software](https://www.softwareadvice.ie/directory/3405/claims-management/software) - [Insurance Agency Software](https://www.softwareadvice.ie/directory/4506/insurance/software) ## Alternatives 1. [Jenesis Software](https://www.softwareadvice.ie/software/62001/jenesis-agency-management) — 4.7/5 (283 reviews) 2. [Sembley](https://www.softwareadvice.ie/software/450093/Sembley) — 5.0/5 (40 reviews) 3. [NowCerts](https://www.softwareadvice.ie/software/64793/nowcerts) — 4.8/5 (150 reviews) 4. [A1 Tracker](https://www.softwareadvice.ie/software/76056/a1-tracker) — 4.9/5 (79 reviews) 5. [AdInsure](https://www.softwareadvice.ie/software/98153/adinsure) (0 reviews) ## Reviews ### "Partnership and Understanding of our needs" — 5.0/5 > **Brad** | *13 August 2020* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: The first item that caught the attention of our staff was the easy integration with Outlook and other documents that are needed for proper client documentation and service. That ability has continued to improve and grow to even add texting conversations into the documentation easily. > > **Cons**: Reporting Features at the beginning were extremely limited and visually challenging. However recognizing that Partner invested money and time to create a very robust reporting system that lacks very little if any at all to other vendor products. > > Our overall experience from courtship to installation to the use and service of the product has been excellent. The "LACK of frustrations" would best describe our experience. ----- ### "Best support we have ever had with an Agency Management system" — 4.0/5 > **Tom** | *12 August 2020* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: This software allowed me to run my agency the way I wanted to. Other software has determined what "workflow" they want you to follow. And if that doesn't work for the way you operate, you end up with the tail wagging the dog. If we do have a question or run into an issue, (which will always happen), the support people get back to us in record time. I recently sent a question about setting up a broker for download with the expectation that I would be given instructions on what I needed to do to fix the issue. But the next day I received notice that they had taken all of the supplemental information I had forwarded with my question and they had set up what I needed to set up. What a fantastic surprise\! Excellent service\! > > **Cons**: We gave up having e-docs downloaded into the system. That was a convenience with several of our carriers. If all carriers offered e-docs and we couldn't have that any longer, it would be a big deal. But I trust it is coming eventually. > > The experience has been so much better that with the two other agency management systems I have used in my 32 year insurance career. SIS listens to their customers and prioritizes their efforts on what we are asking for. It was a pleasant surprise to feel that an agency management system was listening to suggestions and requests. ----- ### "System not ready for commercial accounts" — 2.0/5 > **Jennifer** | *2 August 2024* | Insurance | Recommendation rating: 0.0/10 > > **Pros**: The folders that were set for documents. > > **Cons**: Everything I would use on a daily basis for account management\! > > This has to be the most inefficient program I have worked in. I trained employees in Vertafore, Applied, Ezlynx and a few others and had no issues. This system is by far the most complicated, just try and find your invoice screen - should not be that many clicks and screens to generate an invoice. ----- ### "A Management System that Works with Your Agency" — 4.0/5 > **Greg** | *14 July 2020* | Insurance | Recommendation rating: 8.0/10 > > **Pros**: SIS does a good job at reducing the amount of time and clicks it takes to complete repetitive processes. Program improves quickly. In our first year on the platform, we have seen several upgrades that made life easier. > > **Cons**: Throws errors from time to time. Features are well intentioned but need some work. ----- ### "Help Desk" — 4.0/5 > **Paul** | *14 January 2020* | Insurance | Recommendation rating: 8.0/10 > > **Pros**: It easy to use and the help provided by them is outstanding. > > **Cons**: I am a Massachusetts Agent and have not been able to get them to add the various registry forma as they consider them state forms for Mass and will not prioritize adding them. Unfortunately this makes using registry forms with PartnerXE very difficult and requires a lot of unnecessary filling in manually. > > The initial transfer was work intensive as they all are, some are known to be much worse. Whenever I need help they are very responsive. It is unusual for an issue to go unresolved for more than an hour, unless it's a high volume day, such as during an update when such a delay is expected. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.ie/software/43120/partner-xe?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/43120/partner-xe) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data