Challenge the Status Quo
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 the today’s independent insurance agency. Included AND Integrated are sales, marketing, complex commercial and personal and financial management capabilities so you have a single system that’s unified, easy to use and comprehensive enough take care of your entire book of business.
Obtain business analytics through reporting that is meaningful, easy to access and help you improve your agency results. Your Partner Experience also includes great initial training combined with excellent ongoing support to ensure you get the most from your investment and ensure your team is effective, productive and happy.
Retain More Business with Exceptional Client Experience
Great retention is a blend of relationship, service and affordability. Your agency can take advantage of easily accessing every day client requests in a single click, get information into the system easily and keep it well organized increasing your ability to respond quickly and accurately delivering a great client experience.
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 clients can interact with meaningful information online.
Earn More New Business
Completely integrated within the Partner Platform are a robust set sales and marketing tools and reporting dashboards.
The Producer Results Manager will help organize, track and manage your sales pipeline and your producers. 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
Large, Complex Commercial
Text Messaging
Proposal Creator
Secure Architecture
Producers Results Manager
Integrated Accounting
Mobile App
Agency Branded Mobile App
Marketing Automation Manager
Document Management
Sales Analytics & Dashboards
Agency Websites
Email Integration
Reporting and Business Intelligence
Partner Client Portal
Integrations
Mark Perkins
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.”
Debra Harp
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.”