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.

Events

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.

2019 Partner XE User Community National Conference

National Conference

May 9-10, 2019
Columbus, OH

More info & Registration

Learning Workshops

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

Texas Regional Workshop

December 6, 2018
Rosenberg, TX

More info & Registration

Ohio Regional Workshop

December 13, 2018
Columbus, OH

More info & Registration

Upcoming Webinars

Accounting Tips & Tricks

October 24 at 10:30 am ET

Info & Registration

Marketing Automation

Manager

November 15 at 10:30 am ET
November 29 at 12:30 pm ET

Info & Registration

Partner XE 2018.3 Release

November 13 at 10:30 am ET
November 27 at 12:30 pm ET

Info & Registration

Producer Results Manager

November 14 at 10:30 am ET
November 28 at 12:30 pm ET

Info & Registration

Upcoming Industry Events

AUGIE “Face to Face”

May 2019
Columbus, OH

Co-located with Partner XE national conference.

ACT Meeting

May 20-21, 2019
Cincinnati, OH

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