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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

Michigan Regional Workshop

August 30, 2018

Lansing, MI

More info & Registration

Georgia Regional Workshop

September 13, 2018

Augusta, GA

More info & Registration

North Carolina Regional Workshop

September 14, 2018

Raleigh, NC

More info & Registration

Indiana Regional Workshop

October 23, 2018

Indianapolis, IN

More info & Registration

Ohio Regional Workshop

October 24, 2018

Cincinnati, OH

More info & Registration

Pennsylvania Regional Workshop

November 6, 2018

Pittsburgh, PA

More info & Registration

Tennessee Regional Workshop

November 13, 2018

Nashville, TN

More info & Registration

Tennessee Regional Workshop

November 14, 2018

Memphis, TN

More info & Registration

Texas Regional Workshop

December 4, 2018

Abilene, TX

More info & Registration

Upcoming Webinars

Outlook Plug-in Overview

July 18 at 10:30 am ET
Info & Registration

Optimizing Admin Settings, User Preferences, & Display Settings

August 22 at 10:30 am ET
Info & Registration

Partner XE Document Management

September 19 at 10:30 am ET
Info & Registration

Upcoming Industry Events

ACORD Connect 2018

Oct 10-11, 2018
New Orleans, LA


Oct 14-15, 2018
Nashville, TN

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

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

Jen Wyels

Aspen Agency
Coon Rapids, MN

Contact Us

4181 Arlingate Plaza  |  Columbus, OH 43228  |  Privacy