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Agency Advantage vs Partner XE: Which is a better fit?

Updated on August 18th, 2024
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Summary
Features in Insurance
8
Best performer
50
  • Life & Health
7
50
User satisfaction
4.9
User reviews27
Ease of use
4.9
Functionality
4.8
Value for money
5.0
Customer support
5.0
4.1
User reviews14
Ease of use
4.4
Functionality
4.1
Value for money
4.6
Customer support
4.4
Price starts from
Monthly subscription
Free version
Free trial
--
Not provided by vendor
Free version
Free trial
Best for

Cloud-based or on-premise agency management solution that helps independent insurance agencies manage customer service, sales, documents, accounting, reports, and more via a unified dashboard.

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.

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

Agency Advantage

Top Features
8/50
  • 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
  • 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
  • Life & Health
  • Property & Casualty
  • Quotes/Estimates
See All features
Hide Insurance Software Features -

Partner XE

7/50
Show Insurance Software Features +

Agency Advantage

  • Best Value Insurance
    Software (2022)

Partner XE

--

Agency Advantage
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
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
Agency Advantage
  • By Jenesis Software
  • Located in United States
  • Founded in 1999
Partner XE
  • By SIS
  • Located in United States
  • Founded in 1995
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