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Partner Connect Campaign

Service your clients remotely and keep your brand front and center with Partner Connect From now until December 31st, agencies using Partner can receive 15% off the set-up of a mobile app & portal to help you service your clients. Get Partner Connect Client...

Digital Ecosystem

Partner Platform offers you a fast-track to a comprehensive platform to enable your agency: Agency Management System Client Management Policy Management Financial Management Sales & Marketing CRM Marketing Communication Proposals Client Access Agency Mobile App...
Insurance Prospecting Software (and Other Tools) to Match the Customer Experience

Insurance Prospecting Software (and Other Tools) to Match the Customer Experience

There’s no shortage of insurance prospecting software out there. But quantity does not equate quality. You need the right tools to match your prospect and customer needs to run a successful agency.

Our partners at Independent Insurance Agents & Brokers of America (Big “I”)’s Agents Council for Technology (ACT) have got you covered. They’ve outlined the customer experience and the independent agency technology necessary to make that experience fruitful.

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Partner Connect

Personalized Digital Experience Partner Connect Agency Mobile App Clients can get Auto ID cards, certificates and much more in the palm of their hand Your agency-branded mobile app available in the Apple and Google Play App stores Learn More Partner Client Portal...
How to Get Insurance Clients: Making Your Service Stand Out

How to Get Insurance Clients: Making Your Service Stand Out

There are two significant factors consumers take into account when deciding where to bring their business: price and customer support. In fact, American Express found 90% of Americans surveyed consider customer service in their purchasing decisions. However, people will remember service before they think about price. In many cases, customers are willing to take a price increase as long as their service remains superior.

Independent agency owners know this well. Quality customer support is one of the major reasons why clients work with our Partner agencies. Below are some of the ways to improve your service, answering questions on how to get insurance clients and how to keep them.

Hear from SIS and our Partner agencies on what service means to us

  1. Reach out

Reach out to clients on your own, fostering a relationship. You want the client to think of you as more than just their insurance provider, but as a friend and trusted advisor. And, you want them to think of you whenever they hear about or think of insurance. With that positive correlation in mind, they’re more likely to refer you to a friend or family member regardless of their insurance needs.

  1. Listen

It sounds simple, but asking questions and genuinely listening to answers on how you can improve is powerful. Your clients are smart and will tell you what you need to know to improve. From what services they like and which they wish you provided, to preferred communication methods, your customers are the best source of advice on how to better your service.

Get more tips on keeping your customers happy in our post, “Read This Post or Lose Your Customers”

  1. Take responsibility for issues

When your client has a problem or a suggestion, take responsibility to help find a solution. If the issue will take some time to remedy, continually update them on its status. Your customers will take note and spread the word about the effort you put forth, regardless of how and when their problem is solved.

  1. Leverage technology

Customers expect tech to be a part of your service offerings. Leverage available technology to allow your clients to self-solve their issues and quickly connect with you when needed. Client portals, integrated texting, and mobile website access are a few of the essential tech pieces to provide superior service to your customers.

Are you leveraging all the latest in industry technology? Find out here

Make Your Service Superior with Partner Platform

At SIS, we take our customer service seriously and that means providing our Partner agencies with the tools they need to keep their service top-notch. Our latest customer-focused addition to the Partner Platform agency management system suite is Partner Connect. With Partner Connect, our agencies can choose from multiple offerings, including a custom agency-branded mobile app, client portal, and updated agency website design.

Find out more about Partner Connect and our other Partner Platform offerings: reach out at 800.747.7005, Option 6 or [email protected] today.