Partner Community Logo.

Welcome to the Partner XE User Community

Partner XE User Community includes all of the agencies around the country using Partner XE to support their business operations. The Community is built on consistent and open collaboration among Strategic Insurance Software (developers of Partner XE) and all agencies with the sole purpose of achieving greater innovation relevant to the success of the independent insurance agent.


We host Partner XE Learning Workshops, webinars, demos, and conferences throughout the year. Join us for knowledge-sharing and networking, as we forge the path of innovation together.

Learning Workshops

Massachusetts Regional Workshop

March 27, 2018 – Boston, MA

Info & Registration

Connecticut Regional Workshop

March 28, 2018 – Hartford, CT

Info and Registration

Pennsylvania Regional Workshop

March 29, 2018 – Philadelphia, PA

Info and Registration

Ohio Regional Workshop

April 10, 2018 – Columbus, Ohio

Info & Registration

Wisconsin Regional Workshop

April 24, 2018 – Brandon, WI

Info and Registration

Minnesota Regional Workshop

April 25, 2018 – Minneapolis, MN

Info and Registration


Partner XE 2018.1 Release Webinar


Accounting Tips Webinar


Efficient Certificate Management


Additional Events

Check Back Later for Upcoming Events

Our Purpose

To foster collaboration among users, carriers, partners, industry organizations, and SIS for continuous improvement to the user experience with Partner XE and related products and services in order to:

  • Help independent insurance agencies achieve their goals for success and customer satisfaction
  • Expand the influence of the Partner XE User Community in the marketplace
  • Build lasting, mutually beneficial partnerships

National Presence, Regional Focus

Your Board

Kevin Butz

Crawford-Butz Insurance Agency
St Louis, MO

Dan Cassidy

Berndt & Murfin Insurance Agency
Portsmouth, OH

Matt Derrenberger

Ann Arbor Insurance Associates
Ann Arbor, MI

Kathy Mulder

Nolan Insurance Agency
Brandon, WI

Mark Perkins

Perkins Insurance Agency
Abilene, TX

Phil Richard

Phil Richard Insurance
Danvers, MA

Brad Smith

Smith-Berclair Insurance
Memphis, TN

Bob Tabb

Tabb Insurance Agency
Conyers, GA

Pam Thompson

Turbeville Insurance Agency
Charleston, SC

Contact Us

4181 Arlingate Plaza  |  Columbus, OH 43228  |  Privacy