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Strategic Insurance Software, Risk Management Technologies Enter into Partnership

July 31, 2014

Strategic Insurance Software (SIS) and Risk Management Technologies (RMT) have entered into a partnership for the benefit of SIS Partner XE agencies.

SIS is the team behind Partner XE, an innovative web-based insurance agency management system that helps independent agencies streamline workflow and grow their business.

Thanks to the pact, agencies using Partner XE will now be able to create interactive, web-based insurance proposals and coverage review checklists via RMT Insight at a significantly reduced price.

“Providing our agencies with the right tools and technologies is critical to our mission. With RMT Insight added to the capabilities Partner XE provides, it allows agencies to differentiate themselves in the market and sell more business. Their unique proposal engine paired with their ability to ensure that agencies are tracking all potential coverage options is unique in the market and will be a benefit to our agencies,” said Michael Doran, president of SIS, in a statement.

Starting in August 2014, this partnership will go into effect for all customers of SIS.

As part of the pact, RMT Insight will offer specialized implementation leveraging the Partner XE customer data.

RMT Insight, a product of Risk Management Technologies LLC, was created by agents, for agents. The mission is to help agencies grow sales and avoid errors and omissions issues by making easy-to-use web-based applications for agents and agencies.

Daniel Luketic, president of Risk Management Technologies, said that this is an exciting development for RMT Insight.

“SIS values their clients and has a strong agency management system. They are the type of organization we want to work with, and we believe our technology can augment Partner XE very well and help their agencies in market,” said Luketic.

Back last year, Strategic Insurance Software had announced their release of the Partner XE Outlook Plug-in version 2.0.

The plug-in includes a seamless integration with RPost (News - Alert) – a market leader for registered email delivery proof, email encryption, and e-signatures.

The integration of the two products allows agencies using Partner XE & RPost to speed application and contract execution, increase data privacy and security, and track proof of all communications in their secure, SaaS (News - Alert) based agency management system.




Edited by Adam Brandt

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