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Partner XE
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Web-based insurance and claims management software
Table of Contents
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Partner XE - 2026 Pricing, Features, Reviews & Alternatives
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Partner XE overview
What is Partner XE?
Partner XE is a web-based insurance and claims management software that helps businesses manage documents, proposals, client information, accounting, and more from within a unified platform. It allows staff members to automatically send text messages to clients regarding policy renewal, late payments, and other relevant information.
Partner XE offers several pre-designed templates, which allows users to create personal as well as commercial proposals with brand logo and messaging. It allows team members to utilize customizable letter templates to create and run email, text, and letter-based campaigns. It provides a separate client portal, which allows partners to access policy information or documents, report claims, request service, view auto-IDs, and more. Supervisors can access the sales analytics dashboard to gain insights into finances, client retention rates, and new business policy growth, among other key performance indicators.
Starting price
Alternatives
with better value for money
Partner XE’s user interface
Partner XE reviews
Overall rating
4.1
/5
14
Positive reviews
79
%
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend9.18/10
5
4
3
2
1
7
4
1
2
0
Tracy B.
Manager
Cindy C.
Agent/Customer Service Representative
Tom T.
President
Tracy M.
Agency Owner
Paul P.
Manager
Brad S.
President
Who uses Partner XE?
Based on 14 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
- Not enough reviewsPartner XE's key features
Most critical features, based on insights from Partner XE users:
All Partner XE features
Features rating:
Partner XE alternatives
Partner XE
Starting from
No pricing info
Jenesis Software
Starting from
70
Per month
A1 Tracker
Starting from
200
Per month
NextAgency
Starting from
85
Per month
Partner XE integrations (2)
Top integrations
Partner XE support options
Typical customers
Platforms supported
Training options
Partner XE FAQs
Partner XE has the following typical customers:
Small Business
These products have better value for money
Q. What languages does Partner XE support?
Partner XE supports the following languages:
English
Q. Does Partner XE offer an API?
No, Partner XE does not have an API available.