800.747.9273

The insurance software you choose will have a huge impact on how you run your independent agency. We know it’s a big decision to make. Whether you have questions about the Partner Platform agency management system or about the SIS team and how we operate, we look forward to speaking with you directly to get them answered. If you would like to use the form below to contact us, we will respond within one business day.

If you would like to speak with someone sooner, please contact us at 800.747.7005, Option 6.

Recent Articles

What’s New in 2022 – The Top Digital Insurance Trends to Watch

Another year is here, and we can already see what’s on the horizon for digital insurance—the last few years demonstrated the need for more data gathering and analysis, tech integration, and a focus on personalizing and streamlining customer service. The 2021 Independent Insurance Agent Survey found that, before the COVID-19 pandemic, about a third of agencies said they “lacked the financial or other support” to invest in digitization. However, by the end of 2020, 77% were investing in digitization, showing digital insurance is growing rapidly.

As we ring in the new year, let’s take a look at what’s on the digital insurance horizon for 2022.

Year in Review: Our Top Agency Software Posts of 2021

This year continued a trend of technology’s growing influence in the insurance market and all industries at large. We saw a shift where more clients embraced agency software and integrated it into their regular systems and processes. This growing interest and influence prompted our Partner Platform and SIS teams to ramp up our tech focus, including several blog posts on this highly relevant topic.

It’s Not Them, It’s You: Why Your Insurance Prospecting Software is Failing

Prospecting in any industry takes a combination of the right “stuff” (technology, data, people) and the right execution (systems and processes). Though it may be tempting, purchasing the best insurance prospecting software isn’t a solution on its own; you and your team need to understand how to leverage it.

We’ve worked with countless agencies to help them get their insurance prospecting software to work with and for them. Here are some common pitfalls we see in agencies struggling to put their software to work.