Partner is who we are, Community is how we work

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Headquartered in Columbus, Ohio, Strategic Insurance Software is the team behind the Partner Platform, the innovative web-based agency management system.

Partner is more than a brand name, it is our “why” and “how” of serving independent insurance agencies. Independent insurance agencies working with SIS experience the expertise and passion of a company determined to help agents improve their business.

The Partner Platform is built on a foundation of strong, secure technology and is continuously improving through ongoing collaboration and communication with our customer agencies which are part of the Partner User Community.

The Partner User Community is part of the larger SIS Partner Community which includes:

  • Insurance carriers
  • Industry associations & organizations
  • Organizations of service to client agencies

The Partner Community seeks to bring the right people, partners, and resources together to collaborate and achieve our common goals. At the center of it all is our relationship with you and your agency.

Recent Articles

How to Get Insurance Clients to Come to You

“All things being equal, people want to buy from those they like.”


This paraphrase from speaker and author Bob Burg says a lot about how to get insurance clients. Independent agents emphasize the relationship piece of the client acquisition equation, and rightly so. It’s the key differentiator for the industry and the best way to stand out from the constant marketing of the large captives.

But how and to where do you broadcast your agency’s value? There are some key elements to making your name known and making it stick. read more…

Agencies Weigh In: Service Call Centers for Insurance Agency Support

The idea of call centers may bring up heart rates for some, and bring a feeling of relief to others. This somewhat polarizing insurance agency support method has its pros and cons, which can vary from agency to agency. There is no “one size fits all” call center, and each are certainly not created equal. But no matter what you’ve heard in the past, this customer support solution is worth investigating for any agency.

read more…

Making the Most of Automation

If you’re like most small business owners, you’re constantly struggling to get a handle on how you’re using your time. It seems like there’s never enough to get all your work done. You have numerous areas you want to improve, specifically around serving and gaining customers, if only you could salvage a few hours a week to focus on them.

read more…

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