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Security & compliance
The vendor hasn’t added security or compliance details yet.
Agency management system from SIS for independent insurance agencies with integrated client and carrier management.
Pricing
Custom quote
Founded
1982
Team size
51-200 employees
Headquarters
Seacoast, NH
About Partner XE
Partner XE (from Strategic Insurance Software / SIS) is a web-based agency management system for independent insurance agencies and brokers. It centralizes policy and client management, accounting, document management, workflows, and carrier connectivity to streamline day-to-day agency operations. It is aimed at small-to-midsize independent agencies wanting an easy-to-use, all-in-one system.
Buyer Fit & Positioning
Procurement & Fit
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Pricing
Commercial model
Pricing model: Custom quote
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
