Partner XE Mobile 2.0

The Partner XE Mobile application offers users convenient and secure access to SIS’s renowned agency management system, facilitating the review of agency information directly from a smartphone or tablet.

Users can efficiently search their database using various criteria, including client name, search name, email address, policy details, and note titles. Additionally, if supported by the device, users can view relevant documents. The latest version enhances functionality by allowing the creation of clients, client notes, contacts, and individuals.

It is important to note that this application is exclusive to Partner XE users, and access must be enabled by a Partner XE administrator.