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.

Regional Learning Workshops

Michigan Regional Workshop

August 28, 2019
Lansing, MI

Info & Registration

South Carolina Regional Workshop

October 1, 2019

More Info Coming Soon

North Carolina Regional Workshop

October 2, 2019

More Info Coming Soon

Upcoming Webinars

Partner 2019.2 Overview

July 17th at 10:30 am ET

Info & Registration

Partner Platform 101 – Just the Basics

August 21st at 10:30 am ET

Info & Registration

Partner Client Connect – Mobile App

September 18th at 10:30 am ET

Info & Registration

Upcoming Industry Events

ACT Fall Meeting

October 23-24, 2019
Fort Worth, Tx

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

Jen Wyels

Aspen Agency
Coon Rapids, MN

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

Contact Us

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