Norman-Spencer Agency, Inc and Strategic Insurance Software, LLC (SIS), a leading provider of agency management systems to independent insurance agencies, announced a partnership to provide the Partner XE agency management system at a special rate available only to Norman-Spencer agents.
“We believe Partner XE will provide our agents with important insurance resources for a portion of the cost of similar systems,” said Brian Norman, president of Norman-Spencer. “We care about our agents and want to provide them with the proper tools to succeed in their business.”
Partner XE is a web based Insurance Agency Management System, created by SIS, designed to help independent agencies grow by streamlining workflows and facilitating service to the insured customer. Features of the system include:
- Commercial lines capabilities
- Integrated Accounting
- Document management
- Email integration
- Data Analytics and reporting
- Mobile capabilities
- Client Portal
- Custom Proposal Creator
All Norman-Spencer appointed agencies will be eligible for a special rate on the Partner XE system. Special pricing and special terms apply.
“This system is built for small to midsized agencies, who want an affordable, easy to use system,” said Michael Doran, president at SIS. “Partner XE has all the capabilities to manage an agency that serves both complex commercial and personal lines, like many of Norman-Spencer agents.”
SIS has transitioned over 500 agencies from other agency management systems and has a deep knowledge of how to achieve the best conversion experience including data migration, effective training and ongoing support.
For more information about Partner XE, Norman-Spencer agents can contact David George, at davidgeorge@norman-spencer.com or 937-432-3513.