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Partner XE vs Insly: Which is a better fit?

Updated on August 18th, 2024
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Summary
Features in Insurance
7
50
44
Best performer
50
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
User satisfaction
4.1
User reviews14
Ease of use
4.4
Functionality
4.1
Value for money
4.6
Customer support
4.4
4.9
User reviews17
Ease of use
4.8
Functionality
4.5
Value for money
4.5
Customer support
4.8
Price starts from
--
Not provided by vendor
Free version
Free trial
Monthly subscription
Free version
Free trial
Best for

Built for the agency that cares about community values and is tired of the status quo of overly complex management systems, youll find Partner Platform is supported by a team that you can count on.

MGAs, insurance companies, brokers and agents.

User reviews
pros & cons
1 / 4
View Reviews
1 / 3
View Reviews
Video reviews
No video reviews yet
No video reviews yet
User interface
No videos provided by vendor
No videos provided by vendor
119359
5 screenshots
131631
5 screenshots

Partner XE

7/50
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • API
  • Audit Trail
  • Calendar Management
  • Client Management
  • Client Portal
  • Commission Calculations
  • Configurable Workflow
  • Contact Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Document Storage
  • Document Templates
  • Email Management
  • Email Marketing
  • Forms Management
  • Insurance Rating
  • Invoice Management
  • Lead Management
  • Life & Health
  • Monitoring
  • Pipeline Management
  • Policy Management
  • Real-Time Reporting
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Risk Assessment
  • Search/Filter
  • Self Service Portal
  • SSL Security
  • Status Tracking
  • Task Management
  • Third-Party Integrations
  • User Management
  • Workflow Management
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Policy Management
  • Property & Casualty
  • Quotes/Estimates
See All features
Hide Insurance Software Features -

Insly

Top Features
44/50
Show Insurance Software Features +

Partner XE

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Insly

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Partner XE
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Insly
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Partner XE
  • By SIS
  • Located in United States
  • Founded in 1995
Insly
  • By Insly
  • Located in United Kingdom
  • Founded in 2001
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