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Working Together to Serve You

To accept the status quo is to get left behind. SIS understands.  We know that no matter how good Partner XE is today, we always need to be looking towards tomorrow to keep up with the ever-changing nature of the agencies we serve.

One of the ways we do this is by soliciting input from our active Partner XE User Community, another is by partnering with service providers that help us innovate and improve the customer experience, still another is by becoming actively involved with a number of industry partners.

SIS is an active member of ACT and AUGIE and many other efforts that bring agents, vendors and carriers together to promote standards and the betterment of the industry.

Some of the organizations we are affiliated with include

Recent Articles

The Agency Management System Fresh Start Checklist

There is no perfect time for a fresh start – the time is always right to take stock, re-evaluate your processes and goals, and make some changes. This applies to all aspects of your agency, including your agency management system.

Quality management systems and providers evolve with the changing market. Are your system and provider keeping up? Or are you seeing prices go up with little to no changes in your management system experience? Take a critical look at your agency management system and provider, analyzing if you have everything you need to serve your customers and grow your business today and tomorrow with this “fresh start” checklist.

Infographic: How Your Database Affects Insurance Agency Management

Whether you know it or not, data and database management significantly affect your insurance agency management. As the industry becomes more competitive, managing and using agency data are vital to identifying and amplifying your agency’s value.

With a quality management system and insurance CRM, you can target better quality leads, improve marketing, and grow your business for years to come.

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