Partner XE by SIS

OIA has partnered with Strategic Insurance Software (SIS) to offer the Partner XE agency management system at a discount to OIA members!

Partner XE is the innovative, web-based insurance agency management system that helps independent agencies grow by streamlining workflows and facilitating service to the insured.

Why Partner XE?

Partner XE offers many capabilities such as:

  • Email integration
  • Integrated accounting
  • Real-time connections
  • Document management
  • Mobile app
  • Personalized workflows
  • Reporting
  • Ohio-based service

OIA members receive a 25 percent discount off the total one-time fees associated with a transition to Partner XE from another agency management system. OIA members already using Partner XE can receive a 25 percent discount for onsite training events at your agency, at SIS, or at Regional User Group Learning Workshops.

Questions about Partner XE? Contact Jordan Owens, SIS Sales Manager, at (614) 219-6555, ext. 371.

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HawkSoft Agency Management System

OIA has partnered with HawkSoft to offer their agency management system at a discount to OIA members!

Created by independent agents for independent agents, HawkSoft powers thousands of agencies and is committed to helping push the independent agent channel forward.

The HawkSoft Difference

HawkSoft’s unique partnership philosophy and industry-leading workflows can significantly impact your bottom line and staff productivity.

Hawksoft has carved a niche by being the only vendor to have a 97 percent recommendation rate and average agency retention rate of 18 years.

  • No binding contracts or data fees if you ever decide to leave
  • 93 percent first-call resolution by industry-leading customer service
  • Proprietary auto-documentation system builds a history for all client interactions
  • Auto-fill client/policy information to any carrier site or agent portal without the need of a comparative rater
  • Virtual documentation -- no paper, printing, scanning, or re-attaching files

OIA members receive a 10 percent discount off the one-time setup fees for transitioning to Hawksoft's agency management sytem.

Questions about HawkSoft? Contact Linda Anderson, HawkSoft North Central Regional Sales Manager, at (866) 884-4680, ext. 1402.

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