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

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

Missouri Regional Workshop

May 15, 2018 – St. Louis, MO

Info & Registration

Iowa Regional Workshop

May 16th, 2018 – Bettendorf, IA

Info and Registration

Cleveland Regional Workshop

May 29, 2018 – Medina, OH

Info and Registration

Upcoming Webinars

InsureSign Integration & Proposal Creator

April 18 at 10:30 am ET
Info & Registration

Certificate Renewals

May 23 at 10:30 am ET
Info & Registration

Partner XE Advanced Reports

June 20 at 10:30 am ET
Info & Registration

Upcoming Industry Events


April 25, 2018
Las Vegas, NV

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