The Integrated Platform for the Connected Agency
Grow Your Agency
Achieve consistency, quality and excellence throughout your agency.
The Partner Platform is intuitive, comprehensive, with tools and capabilities for the high demands placed on today’s independent insurance agency. Included AND integrated are innovative sales, marketing, and financial management capabilities along with breakthrough business analytics and reporting.
Achieve an Exceptional Client Experience
Industry leading retention is the culmination of a great client experience which includes responsiveness, communication, and affordability.
The Partner Platform integrates multiple communication methods including Outlook Email Integration, Integrated Text Messaging, Document Management, Personalized Workflows, and Carrier Downloads so you can trust and rely on the Partner Platform as the heartbeat of your agency.
With the Partner Client Portal, your agency can deliver an online experience that is easy, convenient and always available for your clients.
Win More New Business
Completely integrated within the Partner Platform are robust sales and marketing tools, reporting dashboards and capabilities to succeed.
The Producer Results Manager helps organize, track and manage your sales pipeline and enables your producers to sell more. The Marketing Automation Manager creates customizable, automated workflows and mass campaigns for client and prospect communication. With Proposal Creator you can create professional, clean proposals for your commercial or personal clients and prospects with a single click.
For the producers who want immediate information when outside of the office, the Partner Mobile solution delivers it directly to an iPad, iPhone or Android device anytime, anywhere.
Partner Platform Capabilities
Partner Client Portal
Sales / CRM
Real Time Connections
Marketing Automation Manager
Perkins Insurance Agency – Abilene, TX
“I think the key with SIS is how much they are willing to help. They work toward making a better product through the engagement with agencies. We feel instrumental in that change. We grow with them and they grow with us. It’s a pleasure to work with a company that wants to work with you.”
Max Van Wyk
Van Wyk Risk Solutions – Grand Rapids, MI
“What I often tell an agency owner is ‘If you want to be a number, stay where you are. If you want someone who will partner with you, you better be talking to SIS.”
THW Insurance Services – Lebanon, TN
“From beginning to end it was a success. They took us step by step through everything. We didn’t have to worry about the conversion or losing data. They were very reassuring. We love working with all of the team members. They are easily accessible and almost like family. It has been a great experience.”