# Partner XE Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Partner XE the right Insurance solution for you? Explore 14 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/119359/Partner-XE/reviews

---

Partner XE

4.1 (14)

[View alternatives](https://www.capterra.com/p/119359/Partner-XE/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

* * *

Last updated August 24th, 2025

# Reviews of Partner XE

Ease of use

4.4

Customer Service

4.4

## Showing most helpful reviews

Showing 1-14 of 14 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

BS

Brad S.  
President  
Insurance  
Used the software for: 2+ years

### "Partnership and Understanding of our needs"

August 13, 2020

5.0

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.

Reason 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!

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.

Review Source

TT

Tom T.  
President  
Insurance  
Used the software for: 2+ years

### "Best support we have ever had with an Agency Management system"

August 12, 2020

4.0

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

JG

Jennifer G.  
Account Management  
Insurance  
Used the software for: Less than 6 months

### "System not ready for commercial accounts "

August 2, 2024

2.0

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

GP

Greg P.  
Chief Operating Officer  
Insurance  
Used the software for: 1-2 years

### "A Management System that Works with Your Agency"

July 14, 2020

4.0

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.

Reason for choosing Partner XE

Accounting integration

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.

Review Source

PP

Paul P.  
Manager  
Insurance  
Used the software for: 2+ years

### "Help Desk"

January 14, 2020

4.0

The initial transfer was work intensive as they all are, some are known to be much worse. Whenever I need help they are very responsive. It is unusual for an issue to go unresolved for more than an hour, unless it's a high volume day, such as during an update when such a delay is expected.

Pros

It easy to use and the help provided by them is outstanding.

Cons

I am a Massachusetts Agent and have not been able to get them to add the various registry forma as they consider them state forms for Mass and will not prioritize adding them. Unfortunately this makes using registry forms with PartnerXE very difficult and requires a lot of unnecessary filling in manually.

Reason for choosing Partner XE

AMS, Applied, and most others are not worth the expense.

Review Source

HS

Henry S.  
Managing Member  
Insurance  
Used the software for: 6-12 months

### "Great Software but accounting is the biggest headache...do you due diligence before making a switch."

December 9, 2022

3.0

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.

Reason for choosing Partner XE

Cost..the cost we received to upgrade to EPIC was nearly 40K.

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.

Review Source

TM

Tracy M.  
Agency Owner  
Insurance  
Used the software for: 2+ years

### "You get what you pay for"

November 21, 2022

2.0

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.

Reason for choosing Partner XE

Not applicable

Review Source

BC

Bill C.  
Owner  
Insurance  
Used the software for: 2+ years

### "Customer Service"

January 28, 2020

5.0

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

CC

Cindy C.  
Agent/Customer Service Representative  
Insurance  
Used the software for: 1-2 years

### "Partner XE is user friendly and cost effective."

May 11, 2020

4.0

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

TB

Tracy B.  
Manager  
Insurance  
Used the software for: 6-12 months

### "Great program"

June 24, 2020

5.0

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

KS

Kara S.  
Commercial Lines Account Manager  
Insurance  
Used the software for: 1-2 years

### "One of the easiest Agency Management Systems I've used"

January 21, 2020

5.0

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

DH

Debra H.  
Agency Manager  
Insurance  
Used the software for: 1-2 years

### "Awesome Company"

January 24, 2017

5.0

We have been with Partner XE for over a year, we moved from TAM OnLine Applied software. The employees and SIS made our transition a smooth and virtually painless process. They were there to guide and train us through every step. Their customer service did not stop there, we communicate with them on a regular basis and they often just reach out to check on us. The software is very easy to learn and suited our needs to perfectly.

Pros

Ease of use

Cons

Some of the search criteria in accounting.

Review Source

SS

Shannon S.  
Agent Representative  
Insurance  
Used the software for: 6-12 months

### "Amazing Product"

January 24, 2017

5.0

I have been working with Partner XE since May 2016. I have had minimal issues. Their customer support is top notch and quick to respond. They have a great integrated system with Outlook which makes documentation easy.

Pros

The ease of use and multiple functions.

Cons

n/a

Review Source

RW

Richard W.  
Owner  
  
Used the software for:

### "Very happy"

November 18, 2015

5.0

Service has been great! Much easier to navigate than Applied Systems. Moves a little slow some times but other than that we have been very satisfied.

Review Source

Similar Products

Featured