Partner XE vs InsurGrid

Side-by-side from the Top 11 ranking of The 11 Best Insurance Agency Management Software (2026). Last verified June 30, 2026.

The short answer

Partner XE ranks higher on Top 11 (#9 vs #11) for Independent insurance agents and agency owners managing policies, clients, and commissions. A user-owned AMS with a focus on community.

At a glance

Partner XEInsurGrid
Top 11 rank#9 / The 11 Best Insurance Agency Management Software (2026)#11 / The 11 Best Insurance Agency Management Software (2026)
Score (out of 9.4)7.67.1
Best forCommunity-focused agenciesAutomating client data collection
Pricing$$$ (Quote-based)$$ ($99 to $299/mo)
HQNewark, OH, USADenver, CO, USA
Founded19822019

InsurGrid

A specialized tool, not an AMS, that automates collecting dec pages.

www.insurgrid.com/

See full entry in The 11 Best Insurance Agency Management Software (2026)

Methodology and scoring weights live at /methodology. No vendor pays for placement — see about.