Greg, who also serves as CEO of NuGrowth Solutions, has over 35 years’ experience providing executive management and leadership to emerging domestic and international businesses.Read Full Bio
Alex has held a variety of leadership roles in sales, large account management, business development, product management, ISO 9000 quality management, professional services, client services, and information technology.Read Full Bio
Michael provides sales and marketing leadership with a consistent record for both individual performance and building teams which deliver outstanding results. His expertise includes team development, training…Read Full Bio
Director, Org. Development
Beth, who possesses innate relational and personnel development strengths, has broad expertise in account management, new business sales, operations, customer service, recruiting, training, event planning and promotion.Read Full Bio
Director, Product Management
Bryce Lee has been a part of the SIS team since 2009, working in a variety of capacities including new client acquisition and implementation as well as Partner Platform agency training and account management.Read Full Bio
Director, Product Development
Bruno joined SIS in 2011 and leads the Product Development, Business Analysis, QA, and Conversion teams. He has more than 20 years experience working with software companies in a variety of areas, such as financial, security, and insurance software.Read Full Bio
Director of Client Services
Jake Thaxton, Director of Client Services joined SIS in 2012 and has helped transform Client Services into a cohesive, effective team that supports our clients daily use of Partner Platform.Read Full Bio
Director of Implementation
Luke Purnell joined SIS in 2012 and has held roles in business development, sales, account management and implementation.Read Full Bio
by Sarah Deak | May 23, 2019
We’re living in a digital world. It’s estimated that by 2040, 95 percent of purchases will be via online methods. And with good reason – digital purchasing is faster, more efficient, and less expensive for both merchant and buyer. But there is still a part of digital business that looms: cyber-attacks on your insurance agency systems.
It’s reported that by 2018 nearly 70 percent of businesses experienced a cyber-attack. Even scarier, a Nationwide survey showed only 9 percent of companies said they were victims of an attack when in fact, after seeing a list of harmful activity, at least 50 percent had experienced one. Chances are those businesses didn’t know how to prevent an attack, either.
Get more detailed info on protecting your agency in our Cyber Security and Data Protection eGuide
Knowing the Threats
The first step to protecting your agency and its data is knowing what threats are out there. The most common threats are:
- Viruses infecting systems and destroying data
- Hackers breaking into systems and stealing personal data
- Employees leaving systems open for passersby to see and steal info
Unfortunately, the last threat is more common than you may think. IBM and Ponemon’s Institute’s Cost of a Data Breach Study showed 27 percent of data attacks were due to human error while 25 percent were a system glitch. That’s over half of cyber weaknesses falling squarely in the laps of the victims.
Read more on how to keep your agency safe from cybersecurity experts in the industry
Implementing Insurance Agency System Solutions
The good news is you have control over these vulnerabilities. You can decrease your likelihood of attack through a few simple agency system solutions:
- Limit access to sensitive data
- Require multi-character encrypted passwords that change regularly to access data
- Conduct background checks on employees who access sensitive information
- Educate employees on best practices, such as only accessing data on private networks
- House data on a secure, off-site server with redundant back-up and outsourced security monitoring
- Regularly test your security systems, including drills for employees
- Purchase liability insurance for your agency in case of unpreventable threats
Read the Top 4 Reasons to House Your Insurance Data Offsite on our blog
Finding a Partner You Can Trust
At SIS, we always have security top of mind. Every Partner Platform upgrade is coupled with security testing, ensuring we’re handing our Partner agencies a safe, secure, effective tool. And we leverage state-of-the-art technology to hold customer data in facilities with geographic redundancy, data encryption, and backups compliant with industry and government standards.
We work hard to earn and keep our Partner agencies’ trust. See what they have to say about our security and service: check out our Client Stories page to find out more.
by Sarah Deak | May 16, 2019
Close to 90% of people say they always have their smartphone close. That’s 90% of people who can read and respond to anything sent to their phone almost immediately. With that sort of accessibility, integrated texting is a critical insurance management system tool. Texting is a great way to get short, important messaging to your agency’s prospects and clients, providing the convenient communication they desire.
Texting and Your Agency: Efficiency and Safety
Texting is not only fast, it’s also effective: texting open rates are around 98% while email is still hovering around less than 25%. With texting, you can schedule messaging knowing the recipient will almost certainly read it.
Dive deeper into texting and your agency with our post on texting best practices
Beyond its speed and efficiency, texting can also be a great addition to your E&O toolbelt. Integrated texting allows you to capture everything you sent in your agency management system, attaching it to client and prospect profiles as needed. This allows you to have a permanent record of your conversation instantly.
And, texting is a lifesaver when it comes to claims management. Texting allows clients to take photos and send information the moment an accident happens, making the information that much more reliable. In many cases, texting is even better than opening an app as it requires no sign-in and it’s a process the client knows well.
Get best practices on all agency communications on the SIS blog
Texting and the Partner Platform
At SIS, we’ve worked with our customers to provide all the efficiencies they need while remaining E&O complaint. That’s why we added integrated texting to the Partner Platform.
Texting is integrated directly so our Partner agencies can send messages right through the system and replies will be captured and paired with prospect and client profiles. And, it’s easy for clients to opt-out per texting regulations. It’s just another way Partner Platform helps your agency get more done, better.
by Sarah Deak | May 9, 2019
We’re on to part three of our look at insurance agency marketing to the generations with an analysis of the oft-stereotyped Baby Boomers. Born between the mid-1940s and mid-1960s, Boomers number an estimated 75.4 million in the U.S. Many are looking forward to retirement and have big plans for an active future.
Those big plans mean Boomers are prime consumers. Baby Boomers’ spending is estimated to increase by 58 percent over the next 20 years, while Millennials and Gen X will only increase spending by 24 percent. And, they’re doing more of their shopping online, spending more on average per transaction than Millennials.
These facts point to the same conclusion: Boomers are a powerful buying force. How do you harness that force for your agency?
Read Part One in our series: insurance marketing to the rising Generation Z
A recent study showed over 65 percent of Baby Boomers went for one-on-one meetings when seeking insurance. Boomer’s preference for personal interaction doesn’t stop there: the same study showed Boomers preferred any “live communication” during the purchasing process. Live communication includes over the phone and online chat – any method that gets them in touch with a real person in real-time.
Treat Them Well
It’s critical to provide great service to all customers regardless of age, but it’s especially important to Baby Boomers. They are the most likely to write off a company due to bad service. And, they’re loyal to good service. One study showed 54 percent were “very or somewhat likely” to stick with a business if their patronage was valued. Only 33 percent of Millennials agreed.
Take a look at Part Two on our series, focused on marketing to Generation X
Be Mobile Ready
Half of those 60 to 69 and almost 75 percent of people in the 50 to 59 age range own a smartphone. Yet, Boomers still face a persistent stereotype that they’re not tech savvy. Don’t be fooled. Boomers also own 1/3rd of all tablets purchased in the U.S. Suffice to say Boomers expect websites to be mobile accessible.
Social media continues to rise in popularity for Baby Boomers, with 82 percent belonging to at least one social platform. Though LinkedIn, Pinterest, and Twitter are all in play, Facebook is by far the most used social platform by Boomers, coming in twice as popular as the rest. And, Boomers like to share what they find on social – they’re 19 percent more likely to do so than other generations.
Find out how to get your agency to Boomer’s scrolls in our post on Getting Your Website Seen and Heard
Use Your Words
Contrary to most marketing trends, Baby Boomers are reading what you write. They’re more likely to look at print and read whole articles than Millennials or Generation Z, so give them something to take in. When it comes to writing, Boomers look for straight talk and facts. They’ve been marketed to for years, growing up during the advertising boom, and are almost immune to gimmicky and salesy language. Be clear and honest, and avoid spelling and grammar mistakes as many Boomers take note of these small errors.
Avoid the Age Gap
Don’t call Boomers “old.” Just don’t.
Marketing to the Generations
If you’ve read the other posts in our series, you’ll know each generation is different and responds better to sometimes contrasting marketing methods. Such duplicity means you need varied marketing tactics, segmented to target each group individually.
The Partner Platform Marketing Automation Manager (MAM) is designed to tackle just this issue. With over 50 sample campaigns and 100 pre-built customizable outreach templates, Partner Platform’s MAM makes it easier to craft and send your agency messaging to a variety of audiences.