Chad Van Camp of Family Insurance Center described their old agency management system as “cumbersome and out-of-date,” saying, “Everyday tasks took too many steps.” After too long with a system they had to work around, Chad and his team decided it was time to find a solution offering real insurance agency support.
That solution was Partner XE by SIS.
In Partner XE, Chad found a system that works with and for his agency and a provider – Strategic Insurance Software – that supports its growth. We sat down with Chad to hear what prompted his recent management system switch and his transition experience.
Our conversation covered:
- The management system search process
- Pre and post conversion experiences
- On-going training and support
- Key Partner XE capabilities
- And much more!
Read the full interview here.
Want to hear more client experiences? Access our client stories or contact us for referrals from other Partner XE agencies.