PwC’s U.S. CFO Pulse Survey, its sixth since the onset of the COVID-19 pandemic, found 54% of CFOs plan to make remote work a permanent option, 1/3rd plan to invest in better tech-driven products and services, and 63% plan to change their products and services as a...
Agency Management System
Agency Management System Partner Platform Data Analytics Full Financial Reporting Agency Performance Retention Effectiveness Learn More Email Integration Best-in-class Outlook Integration Automatically attach or use drag & drop feature Learn More Text Messaging...
Partner Platform and the Independent Agency Community: Benefits of Local and Regional Communities
Community matters. It can push us, shape us, affirm beliefs, and challenge them to make us better. That’s why we at SIS shaped our Partner Platform agency management tool around community. Whether it’s our community of Partner agencies or our partnership with local insurance groups, we believe in being a part of community whenever possible.
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Demos Demos Guides Blog Carriers FAQs Events Agency Management System Partner Platform agency management system gives you the ability to manage large and complex commercial accounts. View Demo Marketing Automation Manager – Partner XL You no longer need to track...Partner XL
Sales & Marketing Partner XL Producer Results Manager The Integrated CRM Better track prospects and submissions Learn More Marketing Automation Manager Send mass emails, mass texts Schedule automatic drip campaigns Learn More Text Messaging Text with clients through...
Recent Articles
Six Months Later – An SIS Partner Shares their Pandemic Transitions and Where they Are Today
Digital Insurance Consumers and The Agency Experience
Almost 75% of the world’s internet users aged 16 to 64 buy something online each month. And, according to Forbes, more than half will make that purchase on a mobile device. Customer expectations and needs are evolving rapidly, and insurance executives are taking...
Top 6 Insurance Software Needs for Commercial Agency Success
If you’re a commercial insurance agency, chances are you need better insurance software. A recent Deloitte study found commercial insurance “has lagged (behind) personal lines development considerably” over the last years. Personal lines-heavy insurers seem to invest...