Last month, the Partner XE User Community met at the Michigan Association for Insurance Agents (MAIA) for another successful Regional Learning event. Beyond lively banter about Buckeyes, Wolverines, and Spartans, the focus was on getting the most from Partner XE. We reviewed the latest Proposal Creator and Client Portal updates and heard from community members on how they’re maximizing these enhancements.
Get a demo of the new Partner XE Client Portal here
Our Michigan partner agencies shared some innovative ideas to help simplify workflows and make it easier to manage complex commercial business in Partner XE. SIS National Account Manager Luke Purnell led the training as a familiar name and voice to many of our Michigan clients. In addition to his energy and passion for helping agencies improve, Luke added in his natural humor, making these events both engaging and informative.
See upcoming Regional Learning locations here
Alison Van Wyk of Partner XE agency Van Wky Risk Solutions was one of the Regional Learning attendees. “The Partner XE event in Michigan was an informative event, helping us better utilize Partner XE,” Van Wyk said of the Regional Learning. “We’ve used (Partner XE) for over three years, and it continues to improve. Our motivation to attend was three-fold: to learn about and take advantage the new capabilities, to share our ideas for further improvements, and to engage with the vibrant Partner XE agency community.” She added, “Listening and continuing to improve is what Partner XE is about.”
SIS thanks MAIA for hosting the event. We appreciate the opportunity to collaborate with such a community-focused organization and look forward to more Regional Learnings to help strengthen the Partner XE independent agency community.
Look for upcoming events in Indianapolis, Nashville, and Columbus this year! Check out our events page at partneragents.com for more information.
President of Strategic Insurance Software and a Partner at NuGrowth Solutions. At SIS, he is responsible for ensuring a great client experience. This involves all aspects of marketing, sales, implementation, client services and training. For the past two decades, Michael has worked at a variety of technology companies focusing on building great cultures and great client relationships.