SIS Partner Platform Reviews and Ratings

Rating: 1 out of 10

Score

1 out of 10

Community insights

TrustRadius Insights for SIS Partner Platform are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Business Problems Solved

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.

Reviews

2 Reviews

Beware Before You Buy or Leave

Rating: 1 out of 10

Incentivized

July 29, 2025

Use Cases and Deployment Scope

We switched to SIS Partner Platform in 2022-2023. We were on Applied Tam at the time and the demos all appeared to have more functions for less money. Once we switched and tried to switch back this year we have found lots of issues with the system. They lack in CL forms, accounting, processes, and the support is non-existent if you need to talk to a person.

Also, when we moved, Applied sent them policy level information. But when we moved to Epic, SIS Partner Platform would only send "shells" of the policies. Any information had to be redownloaded from the carriers or manually input.

They also are continuing to charge us, as apparently the fine print of the contract is that it "auto renews" after each year. So, in our experience, you basically can only leave at contract time each year. At signing we were told we could leave after 2 years for any reason, this appears to not be the case.

In my opinion, I would run to someone else if you are a commercial lines agency and considering this system.

Pros

Downloads
Personal lines
cheaper

Cons

No phone call number for support
In our experience, Inland Marine forms seemed off
In our experience, very very difficult in filling out new accords for input
In our opinion, accounting systems are not good
In our experience, fine print in the contract and it "auto renews" every year
In our experience, they only return the shells when you leave after accepting all your information

Likelihood to Recommend

I think it may be ok for a small personal lines agency. The price point is good but you get what you pay for. In our experience, Support is lacking and there are just lots of issues if you have a commercial lines agency.

Verified User

Partner in Sales (11-50 employees)

Vetted Review

2 years of experience

Unless you're a small Personal Lines or small Commercial Agency - don't buy it!

Rating: 1 out of 10

Incentivized

April 16, 2021

Use Cases and Deployment Scope

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

Pros

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

Cons

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.

Likelihood to Recommend

Not suited for a heavy commercial lines agency and/or one that has large, complex accounts. Too much policy detail isn't available within the system, so you end up having to either 1) go to carrier websites to pull copies of policies to determine accurate coverage, which is a hassle, especially if an active, endorsement active account or 2) go into documents to pull up copy(ies) of policy/endorsements to determine coverage or 3) keep a master copy of the policy, as issued (as a PDF) and note every endorsement change on that PDF, so you have one place to easily access how coverage stands at this point in time.

Verified User

Professional in Marketing (51-200 employees)

Vetted Review

2 years of experience

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Unless you're a small Personal Lines or small Commercial Agency - don't buy it!

Rating: 1 out of 10

Incentivized

April 16, 2021

Use Cases and Deployment Scope

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

Pros

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

Cons

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.

Likelihood to Recommend

Verified User

Professional in Marketing (51-200 employees)

Vetted Review

2 years of experience