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

All About the Data: Using Insurance Marketing Tools to Improve Customer Service

Everyone loves to get two for the price of one. It’s the beauty of doubling your money and getting more done in half the time: a win-win for all. The digitization of insurance has made that “two for one” thrill possible with insurance marketing tools that double as customer service tools, too. And it all begins with data.

The COVID-19 pandemic accelerated digitation across industries, and insurance was no exception. Part of the acceleration included a rise in direct-to-consumer (DTC) purchases. More people started buying goods and services online, cutting out in-person or phone interactions. That rise in DTC increased access to customer data.

Partner Platform: Who We Are and Why Community Matters

“We saw a company that reminded us of our agency.”

This is a sentiment we often hear from our Partner Platform agencies – that they saw themselves in our team and us. That’s what makes us more than a provider but a real partner with each agency we serve.

The community we created echoes that partnership: it’s fueled by innovative collaborators in our agency, technology, and industry partners. With their help, we’re able to stay ahead of the curve and equip our Partner Platform agency management system and insurance CRM to harness future opportunities while providing the service and care our agency customers appreciate today.

Insurtech: Finding the Best Fit for Your Agency

This past year was one like no other. With the entire world forced to move to digital work rapidly, many industries felt growing pains and suffered from the sudden shifts. One industry that didn’t was insurtech.

The term “insurtech” applies to a variety of digital tools used in the insurance industry. Everything from a client portal to an integrated rater are insurtech. Overall, insurtech removes barriers in insurance, speeding up enrollment and claims processing, among other procedures, making it easier for agencies to grow their business and serve their customers.