The setup package generally installs about 48 files and is usually about 116. Partner xe mobile allows quick, secure access to sis award winning agency management system for viewing client information from your smartphone or. However, take a look at strategic insurance software partner xe. Partner xe is easy to use, streamlines workflows and enables agencies to run their business more affordably and. Agency management system page 5 insurance journal forums. Adapting your agency for the covid19 pandemic agency. Jul 31, 2019 partner xe mobile allows quick, secure access to sis award winning agency management system for viewing client information from your smartphone or tablet. Partner xe introduction and agency desktop youtube. Home insurance agency management system by strategic. Supporting downloads from over 360 carriers, realtime interaction. Policy transactionsdaily download direct bill commissionmonthly download agency system.
Once the wizard is complete you will be asked to launch partner xe, uncheck the option to launch partner xe and click finish 11. Download now partner xe mobile allows quick, secure access to sis award winning agency management system for viewing client information from your smartphone or tablet. Ivans partners for agency solutions provide agency customers immediate access to. Nxtech is an insurance industry leader that understands the business and technology of insurance. Want to find out more about what sis and partner xe have to offer your agency. I am happy to say that sis is one of those companies that listens to insurance agents. Dec 10, 2012 partner xe mobile allows quick, secure access to sis award winning agency management system for viewing client information from your smartphone or tablet. Partner platform insurance agency management system from strategic. Agency download manual north star mutual insurance. Ohio, strategic insurance software sis is the team behind partner xe, the. For weeks the employees at sis strategic insurance software partner xe worked on finding a solution to this and a host of other problems that ill list later. Launch partner xe and on the machine registration form refer to the. To verify that the download transfer utility is running. Partner xe mobile allows quick, secure access to sis award winning agency management system for viewing client information from your smartphone or tablet.
List of agency management systems insurance agency. Partner xe mobile for pc windows 7810 mac free download. Support insurance agency management system by strategic. We recently moved from ams prime and looked at multiple systems, including but not limited to, am360, applied epic, ezlynx, nexsure.
For chrome, click download file at lower left of computer screen. Vertafore, nasa, hawksoft, ezlynx, qq solutions, sis partner xe and quomation. The schlumberger software download center contains sis and westerngeco software, patches and related documentation. Sis partner xe special agent sunrise insurance systems agency resource toolbox webcetera ezlynx applied doris applied epic applied tam applied vision nasa eclipse agency advantage agency matrix agency solutionsagency systems agency technologies policy. Ebridge e agent allstate agencypro, ezagent, easyapps pro. When you contact sis for product support, you may be talking to one person, but you have the resources of the entire sis team working to solve your problem. Please look for your agency management system provider in the list below. Agency download manual north star mutual insurance company. They were there to guide and train us through every step. Former fbi negotiator chris voss at the australia real estate conference duration. Insuresign announces integration with partner xe agency.
Sis completes 2016 partner xe insurance software update. About partner xe supporting downloads from over 300 carriers, real time interaction, integrated agency accounting, and much more, partner xe is a fullfeatured agency management system at an affordable cost for the independent. Strategic insurance software sis to host partner xe regional user learning. The training was good they sent a couple of trainers to our office for a few days. Partner xe mobile for pc can be easily installed and used on a desktop computer or laptop running windows xp, windows 7, windows 8, windows 8.
About sis headquartered in columbus, ohio, strategic insurance software sis is the team behind partner xe, an innovative webbased insurance agency management system helping independent agents break free from the status quo. You can get your auto id card or report a claim right from your phone. For more information, download our office 365 installation flyer. Direct bill commission transactions may also be downloaded for all lines of business. Partner xe by strategic insurance software should i remove it. Partner xe mobile for ios free download and software. Aug 09, 2016 about sis headquartered in columbus, ohio, strategic insurance software sis is the team behind partner xe, an innovative webbased insurance agency management system helping independent agents break free from the status quo. Please scroll until you find it, then click and complete the screens. This process will schedule time with one of connections team specialists and provide you with information for your calendar. Many agencies run ezupload client successfully on a mac, osx or chromebook environment by using a.
Silver sis semci partner sis semci partner xe not audit transactions. Recognized as a safeco agent for the future this agency revolution customer understands the power of using technology to guide insurance consumers through a well curated experience to drive engagement, deepen relationships, and grow her agency. Download the sis mobile app today for convenient 247 service. For sis customers already used to partner xes lifesimplifying features. The partner platform integrates multiple communication methods including outlook email integration, integrated text messaging, document management, personalized workflows, and carrier downloads so you can trust and rely on the partner platform as the.
We are looking into in no particular order hawksoft, sis partner xe and evo agency management system. Sis recipe for getting the most out of your management system. The employees and sis made our transition a smooth and virtually painless process. Phd, cpcu, director of the university of south carolina center for risk and uncertainty management as one of the top economists in the industry, few people have as cleareyed of a view on how coronavirus will impact insurance agencies now and through the future. Our customer support analysts work closely with our software developers, allowing the support team to get to the bottom of your problem faster. Search throughout your database by client name, search name, email address, policy, note title, and more. You will also find useful information at the root folder of the project. We found sis partner xe to do what we needed at a very affordable price and their service has been. We have been with partner xe for over a year, we moved from tam online applied software. Jan 30, 2019 how to download and run partner xe mobile on your pc and mac. Our customers have the availability to dedicated customer care and support services for their microsoft dynamics 365 ax, sl, and crm technology. We recently moved from ams prime and looked at multiple systems, including but.
On 31914 we received an email from sis strategic insurance software partner xe stating that they could not fix the issue. The primary executable is named partnerxeupgradetest. How to download and run partner xe mobile on your pc and mac. Dec 14, 2012 download now partner xe mobile allows quick, secure access to sis award winning agency management system for viewing client information from your smartphone or tablet. Sis partner xe vertafore xdimensional nexsure download is just one more piece in our continuous effort to make working with liberty mutual as seamless as possible. Headquartered in columbus, ohio, strategic insurance software sis is the team behind partner xe, the innovative webbased insurance agency management system that helps independent agencies grow by streamlining workflows and facilitating service to the insured customer. Jun 25, 2014 for weeks the employees at sis strategic insurance software partner xe worked on finding a solution to this and a host of other problems that ill list later. Identify if your windows pc based computer is 32 or 64 bit. Microsoft office applications must be closed prior to running the install. Apr 06, 2020 the training was good they sent a couple of trainers to our office for a few days. Windows afw is being phased out for ams 360 old agena for windows system purchased by ams in 1993 no longer being sold. Sis is a full solution provider to our customers, in all aspects of solution development, system architecture, development, team, implementation, training, and support.
Troubleshooting downloads insurance agency management. Bi commercial download manualr6 helping you succeed. Strategic insurance software sis and nxtech announce new. Support driver download silicon integrated systems. Before continuing to the steps on page 2, please verify that these files are removed from the control panel xeoutlook2007 partnerxeoutlook2007 partner xe for outlook 2007. On april 25, strategic insurance software sis, the maker of partner xe, a leading agency management system for independent agents, announced its partnership with nxtech, inc. Documents can be viewed if your device supports the document file type. Wait for download, then click the ezpdfupload setup option. Content marketing for agency growth agency revolution. Industry leading retention is the culmination of a great client experience which includes responsiveness, communication, and affordability. Ebix semci partner eclipse sis partner xe easyapps pro same as agencypro xanatek ims epic xdtinexsure to install the ezupload client. A microsoft online accelerate partner, sisadmin is experienced and skilled in migrating mail systems to office 365. Website your office 365 installation package includes webspace and design tools to create your website, with your domain name. Apr 29, 2014 on april 25, strategic insurance software sis, the maker of partner xe, a leading agency management system for independent agents, announced its partnership with nxtech, inc.
925 1181 451 352 372 144 182 711 1154 243 416 697 445 527 1464 1460 1230 699 1128 360 419 1177 164 960 706 202 814 1201 729 212