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

These Blogs Will Improve Your Insurance Marketing Strategies

We’re almost halfway through the year, and a lot has changed since January. At this mid-year mark, we took a look back at some of our most popular posts and put together a list of the essentials. These posts can help hone your insurance marketing strategies for the remainder of the year and beyond.

Posts to Improve Service
• What Customers Want and the Insurance Software to Get It (view post)
• What Insurance Tech Do Agency Customers Want (view post)
• Digital Insurance Customer Service: Keeping it Personal (view post)

Digital Insurance Stats You Need to Know

Insurance is now digital insurance. The same goes for almost every consumer sector – from banking to healthcare and beyond, most consumers are finding what they need online.

But just because people are searching for what they need online doesn’t mean they only make purchases via digital means. Customers still want that personal connection, they just want to get business done faster.

This is the conundrum of the independent insurance agency – responding quickly, yet personally, to prospects and customers. These statistics tell that story.

What Customers Want and the Insurance Sales Software to Get It

When it comes to your insurance prospects and customers, there are three main areas to focus on:

1. Improving ease and speed of service
2. Personalizing prospect and customer experience
3. Gaining data for expert advice

Each of these areas answers the question, “what do insurance customers want?”. Are you leveraging the right insurance sales software and processes to respond to these needs?