Indium is excited to announce our partnership with Partner XE, an industry leading, cloud-based, cost-effective agency management system.

Partner XE is designed for the “Indie Agent.” The agency management system streamlines workflows and facilitates service to the insured customer so you can grow.

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Managing your independent insurance agency is a round-the-clock job demanding you to wear many hats and process information quickly and accurately.

With Partner XE, you’ll:

  • Get Dedicated Support
    • The Partner XE team will walk your agency through implementation and continue to support your needs throughout your use of its agency management system.
  • Access On-Going Training
    • Training is available in the right blend of online and in-person workshops, and on-site at your location to maximize learning for you and your staff.
  • Meet the Needs of Your Staff
    • Partner XE’s many capabilities mean you get what you need, personalized to your specifications.
  • Streamline Your Processes
    • Personalized workflows, Partner XE’s Outlook Integration, and its Real Time connections translate to getting more work done, faster.
  • Keep Your Data Secure
    • Partner XE’s “always-on” protection in the cloud puts your mind at ease when it comes to data security.
  • Have Your Voice Heard
    • Through the Partner XE user community, you’ll connect with other independent insurance agency users and join the conversation on improving Partner XE to best meet your needs.

Proactive communication and timely responses are key to your customer retention and growth.

With Partner XE, you’ll:

  • Customize the Software to Fit Your Workflows
    • Find and access information quickly with personalized workflows and unique one-click “Quick Options.”
  • Quickly Access Information
    • Spend less time inputting and extracting information with Partner XE’s Outlook Integration and RealTime Connection.
  • Gain Confidence in Your Data
    • Never worry about missing information with personalized workflows.
  • Gain Valuable Insights
    • All-in-one financials through integrated insurance agency accounting lets you know your business results in real time.

Flexibility, convenience and ease of doing business all contribute to new client acquisition and customer retention.

With Partner XE, you’ll receive:

  • 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 customer email communication is quickly and easily centralized in Partner XE, enabling you to better serve your customers.
  • 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 customers.

Even the best capabilities cannot replace trust.

Strategic Insurance Software (SIS) is the team behind Partner XE. Their expertise and passion is in helping agencies succeed through collaboration and building long-term relationships. Partner XE is built on a foundation of strong technology and exceptional service with a commitment to continuous improvement driven by their customer agencies, the Partner XE User Community. The Partner Community seeks to bring the right people, partners and resources together to collaborate and achieve their common goals.

With SIS, you’ll have:

  • A Dedicated Team 
    • The Partner XE team has years of experience, coupled with a drive to serve independent agency customer needs.
  • Comprehensive Conversion 
    • With hundreds of successful conversions from almost two dozen major agency management system platforms, Partner XE can get your independent insurance agency up and running quickly.
  • Targeted Training
    • Training continues beyond conversion with on-site, online, and regional training opportunities throughout the year.
Not yet an agency partner with Indium? Go Indie With Us – click here to get started.

Are you currently an agency partner with Indium? Click here for more information on how Partner XE’s industry leading and cost-effective agency management system can help your agency grow.