We work closely with all our independent insurance agency clients to determine and create the best agency management experience for their business. Over the years, we’ve tackled the highest needs of the time, ranging from accounting integration to cloud-based system...
What Your Customers Want: Changes in Expectations in The Digital Insurance Age
As we adjust to a new normal of work from home due to the COVID-19 novel coronavirus, we at SIS and Partner Platform are committed to bringing you content to help you connect effectively and safely with digital insurance tactics.
(more…)The Insurance CRM –The Top 6 Reasons You Need it to Stay Relevant in the Market
As we adjust to the restrictions in place to slow the spread of the global COVID-19 (novel coronavirus) pandemic, we offer solutions for insurance agencies to mitigate loss and keep their community safe.
(more…)Integrations & Technology Partnerships
Integrations & Technology Partnerships Partner Allies Program “Partner Allies” provide products and services which work together with the Partner Platform agency management system and CRM to enhance the independent agency’s capacity to retain, grow, and service...Must-Have Agency Software: Self-Service Portal
Client self-service portals are not just essential insurance agency software; they’re part of the global consumer-based business market. According to Microsoft, 90% of consumers worldwide expect organizations to offer a self-service portal. And a Zendesk survey showed 67% prefer a self-service portal to talking with a representative. These stats are not surprising as a self-service portal offers multiple benefits to consumers and businesses alike.
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