Name: SIS Partner Platform
Rating: 8 (2 reviews)
Author: Strategic Insurance Software

Help Desk

Web and Video Conferencing

Customer Support

Beta Testing

Cross-Browser Testing

Feature Management

Functional Testing

Performance Testing

Product Analytics

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Contract Analysis

Emissions Management

Payment Facilitation

Enterprise

Accounting

Accounts Payable

Accounts Receivable

Crypto Tax

Travel Management

Finance and Accounting

ACA Compliance

Applicant Tracking

Compensation Management

Corporate Learning Management

HR Management

Payroll

Relocation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Design

Cloud Storage

DevOps

Fraud Detection

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

Privileged Access Management

Software Components

Software Composition Analysis (SCA)

Storage as a Service (STaaS)

Time Series Databases

Vendor Risk Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Data Management

Email Marketing

Marketing Automation

Online Reputation Management

Product Intelligence

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

eCommerce Analytics

Sales

Cloud Infrastructure Entitlement Management

Virtualization Security

Security

Aviation

Banking

Church Management

Digital Forensics

Fleet Management

Geographic Information

Hospital Management

Insurance Claims Management

Intelligent Document Processing

Internet of Medical Things

Veterinary

eDiscovery

Vertical-Specific

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Partner XE is a versatile tool that has been widely used by independent insurance agents to streamline their operations and improve client management. One key use case of Partner XE is its ability to consolidate client information from multiple insurance companies into one common database. This feature allows agents to easily access and manage all client data without the need to switch between different systems or platforms. Users have praised the software for its automatic updates feature, which enables them to seamlessly download changes and renewals from insurance companies, ensuring that client files are always up-to-date.

Another valuable use case of Partner XE is its capacity to facilitate a transition to a paperless work environment. By eliminating the need for physical filing cabinets, the software helps agents save space in their offices and reduces the time spent searching for documents. In addition, Partner XE offers agency management, customer relationship management, and policy management functionalities, making it a comprehensive solution for independent insurance agents. Users appreciate the ease of inputting basic client information and leveraging the automatic download of policy information, which streamlines their workflows and improves efficiency.

Furthermore, Partner XE provides a centralized space for shared documents related to specific clients. This feature enables collaboration among team members and ensures that everyone has access to important files and information when needed. Additionally, users have found value in the cross-selling capabilities that Partner XE offers. With this product, agents can identify potential cross-selling opportunities among their current clients without having to manually search through each individual's policy details.

Overall, Partner XE has proven successful as an agency management system across entire organizations. Its robust features and user-friendly interface make it an indispensable tool for independent insurance agents seeking to consolidate client information, automate processes, and enhance collaboration within their teams.

Reporting Capabilities: Some users have found the reporting capabilities in Partner XE to be lacking compared to its competitors. They feel that the program does not provide them with comprehensive or customizable reports, which limits their ability to analyze data effectively.

Slow Performance and Difficulty Locating Policies: Several reviewers have mentioned that Partner XE runs slow and can be difficult to navigate when searching for specific policies or accounts. This has caused frustration and wasted time for these users as they struggle to locate the information they need.

Outdated User Guide and Lack of Updates: Users have pointed out that the user guide for Partner XE appears to be outdated and does not provide clear instructions on how to use updated features or functionalities. They have expressed disappointment in the lack of information regarding program updates, making it challenging for them to keep up with changes in the software.

Basic

AgencyBloc is an insurance agency management system from the company of the same name in Iowa, built around patient communication and customer relationship management, as well as back-office automation.

SIS Partner Platform

Insurance Agency Management Systems support the day-to-day operations of insurance agencies with back-office automation and customer relationship management features. These systems often include marketing automation, and at least include data management (customer data and policy document management) and analytics to support sales and revenue processes.

Insurance Agency Management

Likelihood to Recommend

Strategic Insurance Software

SIS Partner Platform 2021-04-12 16:20:42

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TrustRadius

Lines of business

Help desk

No search

Phone calls

Search functionality

Handle large

Client side

Good search

Easy to drag

Home

Insurance Agency Management Systems

Partner Platform

Migrated from Applied TAM to SIS Partner. Used across the entire organization as agency management system.

Good search function in documents.
Easy to drag emails/documents into the system and attach to client profile.

Prospect side of system lacks functionality of the client side.
No search function in notes/the main area to view all activity (not just documents, but any additional notes such as logs of discussions with producers/clients/prospects, logged phone calls, etc.). Should have same search functionality in Notes as in Documents.
"Quick Summary" profiles lack functionality of true client profile area.
No ability to turn off downloads..........wipes out too much underwriting detail. Too many lines of business don't download (not sure whether SIS Partner issue or carrier side issue). No Garage, Crime, Equipment Floaters, Builders Risk-Installation Floater, etc.
From a commercial standpoint, their policy detail really only addresses the five major lines of business, i.e., Property, GL, Auto, WC and Umbrella. Other ancillary lines, there is no where to input policy detail (other than in a General Remarks section), which doesn't show up on the "summary" detail.
Very apparent this system was developed for Personal Lines and not meant to handle large, sophisticated Commercial Lines accounts. When you deal with their Help Desk folks........they are totally insurance unknowledgeable, and often don't understand what is being asked of them.
Help Desk "pat" answer is "we'll add it to the enhancement list", but there are thing requested long ago and still not fixed/changed.

Can't think of any...not a single person I've talked to in the agency is happy with this system.

Believe management choose the system strictly based on price and you get what you pay for.
That's what happens when you're owned by a bank that doesn't get/understand insurance.

Partner Platform

Overview

What is Partner Platform?