Greg Tillar

Greg Tillar

Executive Chairman

Greg, who also serves as CEO of NuGrowth Solutions, has over 40 years’ experience providing executive management and leadership to emerging domestic and international businesses.

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Alex Deak

Alex Deak

CEO

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.

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Michael Doran

Michael Doran

President

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…

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Beth Wenning

Beth Wenning

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.

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Bryce Lee

Bryce Lee

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.

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Bruno Paganini

Bruno Paganini

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.

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Jake Thaxton

Jake Thaxton

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.

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Luke Purnell

Luke Purnell

Director of Implementation

Luke Purnell joined SIS in 2012 and has held roles in business development, sales, account management and implementation.

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Jordan Owens

Jordan Owens

Director of Sales

Jordan Owens, leads the sales efforts at SIS as Director of Sales.

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Recent Articles

The Key to Stepping into Insurance Sales Software

Identifying the right insurance sales software and systems requires understanding the balance of quality and quantity for valuable insurance leads. The concept of “living on renewals” is great – until it’s not. Intentional, proactive, professional insurance sales demand the right mindset, strategy, and systems to make the desired impact in an independent insurance agency.

Rethinking your insurance sales software and systems doesn’t have to be a major project. Start with knowing what you want, bringing that into your sales mindset, and finally acclimating to new tech. It only takes a step at a time.

How to Choose the Best Agency Management System for Your Agency

With so many options and diverse needs, it can be challenging to determine how to choose the best agency management system for your agency. Are you looking for ease of use? Quality training? Integrated systems? Robust marketing? Is it possible to find a system that meets all your varying agency needs?

Chances are, there is a right system out there for your agency – if you know how to look for it. Narrow your options by starting with the base “must-haves” for any management system.

The CRM for Insurance Agents: A Step-by-Step Guide

More than 90% of companies with more than 11 employees use a CRM to manage their business better. This includes insurance agencies – yet a targeted CRM for insurance agents can be hard to find and can be even harder to implement.

Independent insurance agents using the Partner Platform agency management system are looking for a CRM that fits their agency-specific needs. They’re looking for a CRM that:

 Builds a meaningful pipeline and tracks it in a single system
 Uses shared information to deliver meaningful coaching to producers
 Better manages companies by providing insights into why “Company A” responded to a quote while “Company B” did not
 Increases understanding of lead sources and win percentage

…all within the unique constructs of independent insurance agency operations. When confronted with this challenge, we suggest agencies take the following steps to bring the right CRM into their agency.

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