# Partner XE Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Partner XE Software - reviews, pricing plans, popular comparisons to other Insurance products and more. Source: https://www.capterra.com/p/119359/Partner-XE --- # Partner XE Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 24, 2025 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Partner XE ## What is Partner XE? Partner Platform's best-in-class agency management system is praised by clients for its ease of use, breadth of capabilities, and long-term affordability. Built for the agency that cares about community values and is tired of the status quo of overly complex management systems, you'll find Partner Platform is supported by a team that you can count on and lives their values of being a partner. ## What is Partner XE used for? [Insurance](https://www.capterra.com/insurance-agency-software/)[Insurance Policy](https://www.capterra.com/insurance-policy-software/) Top alternative Featured Overall rating Based on 14 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Partner XE?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.sisware.com&name=Partner XE) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Partner XE 4.1 (14) VS. [4.7 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting Price Contact vendor Starting Price $70 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (14) Ease Of Use 4.7 (283) Value For Money 4.6 (11) Value For Money 4.7 (239) Customer Service 4.4 (13) Customer Service 4.9 (277) ## Partner XE alternatives Highest Rated [4.9 (79)](https://www.capterra.com/p/166909/A1-Tracker/reviews/) Starting price $200.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [ParaCode](https://www.capterra.com/p/255226/ParaCode/) [4.8 (10)](https://www.capterra.com/p/255226/ParaCode/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/255226/ParaCode/) [JAVLN Platform](https://www.capterra.com/p/209349/JAVLN/) [4.4 (7)](https://www.capterra.com/p/209349/JAVLN/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/209349/JAVLN/) [NowCerts](https://www.capterra.com/p/132779/NowCerts/) [4.8 (150)](https://www.capterra.com/p/132779/NowCerts/reviews/) Starting price $99.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/132779/NowCerts/) [View all alternatives](https://www.capterra.com/p/119359/Partner-XE/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Commission Management 1.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Tracking, calculating, and paying commissions and earnings to employees Contact Management 3.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Document Management 3.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Insurance Policy Management 3.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Create, administer and manage insurance policies for various customers and insurance lines Claims Management 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Process of submitting and following up on claims with insurance companies Quotes/Estimates 2.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Partner XE 13 features Create, manage, and send invoices or bills to customers Track cancellations of policies, accounts, orders, appointments, etc. Process of submitting and following up on claims with insurance companies Process of tracking new and submitted claims and the status of submitted claims Private online space that lets businesses securely share documents and provide information access to clients Tracking, calculating, and paying commissions and earnings to employees Manage, organize, and store contact information Store, manage, and track all electronic documents in a centralized location Create, administer and manage insurance policies for various customers and insurance lines Process new insurance policies or modifications to existing policies. Specialized for companies in property and casualty (P&C) insurance sector Generate quotes or estimates for customers Manage and track the renewal process for various services, subscriptions, contracts, or licenses Get Advice We can help you find the software with the features you need. Features 4.1 (13) 4.1 Based on 13 reviews ## Pricing Value for money 4.6 (11) ### Starting price Contact vendor for pricing Free trial not available Value for money 4.6 (11) 4.6 Based on 11 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.4 (13) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (13) 4.4 Based on 13 reviews ## User reviews Overall rating 4.1 Based on 14 reviews Filter by rating 5(7) 4(4) 3(1) 2(2) 1(0) Mentioned topic Sorted by most recent JG Jennifer G. Account Management Insurance ### "System not ready for commercial accounts " 2.0 Overall Rating 2.0 2.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 2.0 2.0 Likelihood to Recommend 0/10 August 2, 2024 This has to be the most inefficient program I have worked in. I trained employees in Vertafore, Applied, Ezlynx and a few others and had no issues. This system is by far the most complicated, just try and find your invoice screen - should not be that many clicks and screens to generate an invoice. Pros The folders that were set for documents. Cons Everything I would use on a daily basis for account management! Switched from [Vertafore Agency Platform](https://www.capterra.com/p/95850/Vertafore-Agency-Platform/) Not sure why the agency owner made the decision Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. HS Henry S. Managing Member Insurance ### "Great Software but accounting is the biggest headache...do you due diligence before making a switch." 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 2.0 2.0 Likelihood to Recommend 5/10 December 9, 2022 The biggest issue is the accounting platform within Partner. Even with the money we saved the headaches have come along with it. Our books are in a mess and we will be paying a CPA firm several thousands of dollars to correct. Pros The functionality is pretty good. Easy to add documents/emails/activities etc. The accounting side is where the headaches start. Cons Accounting and accounting entries have been a horrible issue. We have asked for additional training and they did offer a limited amount of time but now want to charge us more money if we need more than the limited 6 hours they are offering. Switched from [Applied TAM](https://www.capterra.com/p/212588/Applied-TAM/) $$$ value and the rumor that we will be forced to make a change to EPIC in a few months anyway. Reasons for choosing Partner XE Cost..the cost we received to upgrade to EPIC was nearly 40K. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TM Tracy M. Agency Owner Insurance ### "You get what you pay for" 2.0 Overall Rating 2.0 2.0 Ease of Use 3.0 3.0 Features 1.0 1.0 Customer Service 3.0 3.0 Likelihood to Recommend 0/10 November 21, 2022 See above. Not impressed and now it’s taking days to get responses. Recent upgrade screwed up cert issuance and left some of my trucking clients hanging on a Monday morning and couldn’t book loads and I’m not sure I even got a response yet but to run a repair. Pros Drag and drop emails and documents. That’s it Cons Lag time. I lost at least 25% efficiency moving from Applied. Nobody there cared yet they knew it and in this recent acquisition by ZyWave they mentioned speed should be improved so there is where I knew they knew they had a problem. This is NOT good for large and complex commercial lines management. It’s meant for personal lines and small commercial and now they were bought by an employee benefits management system so not much hope to improve on commercial. So aggravating after working with Applied TAM for 25 years. You get what you pay for and the thought of having to switch back is overwhelming so we are dealing with it. Wheels are in motion to change it up in the next 12 months as I sign a one year contract with ZyWave who jacked the rate up. Reasons for choosing Partner XE Not applicable Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BS Brad S. President Insurance ### "Partnership and Understanding of our needs" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 13, 2020 Our overall experience from courtship to installation to the use and service of the product has been excellent. The "LACK of frustrations" would best describe our experience. Pros The first item that caught the attention of our staff was the easy integration with Outlook and other documents that are needed for proper client documentation and service. That ability has continued to improve and grow to even add texting conversations into the documentation easily. Cons Reporting Features at the beginning were extremely limited and visually challenging. However recognizing that Partner invested money and time to create a very robust reporting system that lacks very little if any at all to other vendor products. Switched from [Vertafore Agency Platform](https://www.capterra.com/p/95850/Vertafore-Agency-Platform/) Partner Platforms ability to provide easier ways to move documentation of all types into client files with fewer clicks is what attracted us. Second biggest attraction was the management and the access to decision makers who wanted to hear our ideas. The fact that the cost savings was significant for a product that was comparable to our exiting product in every way and better in several ways led us to make the switch. Reasons for choosing Partner XE We felt they offered the best solutions for our agency. And we were convinced that we would have a voice that was not ignored. The management team has not disappointed us in their efforts to be available, listen and take actions to improve the products where needed. I would make the same decision today that we made 3 years ago. No regrets! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TT Tom T. President Insurance ### "Best support we have ever had with an Agency Management system" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 12, 2020 The experience has been so much better that with the two other agency management systems I have used in my 32 year insurance career. SIS listens to their customers and prioritizes their efforts on what we are asking for. It was a pleasant surprise to feel that an agency management system was listening to suggestions and requests. Pros This software allowed me to run my agency the way I wanted to. Other software has determined what "workflow" they want you to follow. And if that doesn't work for the way you operate, you end up with the tail wagging the dog. If we do have a question or run into an issue, (which will always happen), the support people get back to us in record time. I recently sent a question about setting up a broker for download with the expectation that I would be given instructions on what I needed to do to fix the issue. But the next day I received notice that they had taken all of the supplemental information I had forwarded with my question and they had set up what I needed to set up. What a fantastic surprise! Excellent service! Cons We gave up having e-docs downloaded into the system. That was a convenience with several of our carriers. If all carriers offered e-docs and we couldn't have that any longer, it would be a big deal. But I trust it is coming eventually. Switched from [Applied TAM](https://www.capterra.com/p/212588/Applied-TAM/) The supports costs were disproportionate for the value received. We were tired of not being able to operate as we wanted to. We were being forced to run our business the only way the software would let us. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. GP Greg P. Chief Operating Officer Insurance ### "A Management System that Works with Your Agency" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 July 14, 2020 Pros SIS does a good job at reducing the amount of time and clicks it takes to complete repetitive processes. Program improves quickly. In our first year on the platform, we have seen several upgrades that made life easier. Cons Throws errors from time to time. Features are well intentioned but need some work. Switched from [Vertafore Agency Platform](https://www.capterra.com/p/95850/Vertafore-Agency-Platform/) Pricing with previous vendor was not sustainable with significant increases on the horizon. Reasons for choosing Partner XE Accounting integration Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TB Tracy B. Manager Insurance ### "Great program" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 24, 2020 I have saved a tremendous amount of time daily, just because what I do is so much easier. Pros I have been through other migrations, this was the easiest by far. The ease of use is amazing. So much more user friendly than our previous big name management system. The cost is more than half our old system. In the beginning I thought reaching support through email may be an issue, but their staff is so amazing and response time is great. Support is always very nice and helpful. I never hesitate to use them, Cons Getting a policy change form could be a little smoother Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CC Cindy C. Agent/Customer Service Representative Insurance ### "Partner XE is user friendly and cost effective." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 11, 2020 Partner XE performs all the functions we need in a user-friendly way with great support for an affordable price. Pros As great as the software is, what I like most are the people, from the owner to customer support. Everyone we have had contact with has been great to work with. Cons There are a few minor things that aren't quite how I work, but the people at Partner XE are always open to suggestions for improvement. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BC Bill C. Owner Insurance ### "Customer Service" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 28, 2020 Overall we could not be happier with the Partner product and the support team at SIS. Pros Partner is very easy to navigate. It provides the full array of features we need as an independent agency on a daily basis as well as providing detailed report center for more robust information. I particularly like the insurance summary capability for individual clients as well as the ease of use of the Notes and To Do lists. Cons Nothing really, we feel strongly it meets all of our needs. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KS Kara S. Commercial Lines Account Manager Insurance ### "One of the easiest Agency Management Systems I've used" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 21, 2020 I've used 3 other agency management programs and this has by far been the easiest to learn and utilize. Pros Ease of use and simplicity in design - not too cluttered Cons In the last two systems I've used, we had a pop up/"sticky" notes that came in handy. It would open up when you accessed a client. They were very helpful and I haven't come across that with this system. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/119359/Partner-XE/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)