SIS is proud to release a new extension to the Partner XE system: the Partner XE Client Portal.
The Client Portal syncs an agency’s website with the Partner XE system, providing insured customers access to policy information online. Through the Portal, agency customers can view and print policy summaries, driver’s lists, auto ID cards, and certificates of insurance instantly. Agencies will receive real-time email notifications of customer activity and can view reports directly in the Partner XE system.
SIS worked closely with Board Members and the Partner XE Community to create the best experience for agencies and their customers alike. Product Manager Bryce Lee said of the Portal, “We achieved what our partner agencies needed: a simple way for policy holders to access their account information from the agency website.”
Multiple Partner XE agencies pilot tested the Client Portal before the full release. Mark Perkins of Perkins Insurance Agency called the Portal “a game changer,” adding, “It gives our clients the ability to securely access their policy information 24/7. This helps us compete directly with online markets and better secures our relationships.”
SIS CEO Alex Deak said the Partner XE Portal “is already one of the best enhancements we’ve added to Partner XE.” He added that the Portal strengthens the agency-customer connection saying, “We ensured the user experience is consistent with the agency brand and complements the existing agency relationship. This adds value through convenience and furthers customer loyalty. That’s the goal: make it easier for our partner agencies to serve their customers.”
The Partner XE Client Portal was released alongside a Partner XE 2017 Update. To read more about the Client Portal and the July 2017 update, read the full press release here.
Discover what Partner XE and SIS can offer your agency. Contact us at 800.747.7005, Option 6 or [email protected]
[vc_row][vc_column][vc_custom_heading text=”Enable easy and secure policy access for your clients!” font_container=”tag:h3|text_align:left”][vc_column_text]This latest extension to the robust Partner XE management system syncs your agency’s website with Partner XE, providing a secure portal for the insured to access policy information online. Agency customers can view and print policy summaries, driver’s lists, auto ID cards, and certificates of insurance instantly. Agencies will receive real-time email notifications of customer activity and can view reports directly in the Partner XE system.[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width=”1/2″][mk_custom_box padding_vertical=”40″ padding_horizental=”40″ bg_color=”#f6f6f6″][vc_custom_heading text=”Access Key Information!” font_container=”tag:h3|text_align:left”][vc_empty_space height=”10px”][mk_icon_box icon=”mk-moon-checkmark-3″ title=”Policy summaries” font_weight=”400″ icon_size=”medium” margin=”15″][/mk_icon_box][mk_icon_box icon=”mk-moon-checkmark-3″ title=”Auto ID Cards” font_weight=”400″ icon_size=”medium” margin=”15″][/mk_icon_box][mk_icon_box icon=”mk-moon-checkmark-3″ title=”Certificates of Insurance” font_weight=”400″ icon_size=”medium” margin=”15″][/mk_icon_box][mk_icon_box icon=”mk-moon-checkmark-3″ title=”Drivers Lists” font_weight=”400″ icon_size=”medium” margin=”15″][/mk_icon_box][mk_icon_box icon=”mk-moon-checkmark-3″ title=” … and more!” font_weight=”400″ icon_size=”medium” margin=”15″][/mk_icon_box][/mk_custom_box][/vc_column][vc_column width=”1/2″][vc_single_image image=”9212″ img_size=”full” alignment=”center” onclick=”custom_link” link=”https://sispartnerplatform.com/view-our-demos/”][mk_button dimension=”two” size=”large” icon=”mk-moon-arrow-right-2″ icon_anim=”side” url=”https://sispartnerplatform.com/view-our-demos/” align=”center”]View demos[/mk_button][/vc_column][/vc_row]
As an independent insurance agency owner, you’re always looking for ways to improve operations. Whether it’s a tweak in procedures, adding infrastructure, or a workflow overhaul, these adjustments can help you do more, better.
Written by those in the business, insurance blogs share hands-on experiences, best practices, and other helpful advice.
But, it can be a challenge to find a blog that speaks best to your management style and unique agency needs. Never fear: we’ve compiled a list of some of the most popular agency blogs covering a variety of topics and styles to help you find the right fit for you.
Though the SIS blog is top of our list, here are some other great sources for tips and tools to improve agency operations:
1. ITC: Insurance Technologies Corporation: A blog for the tech-savvy, tech-phobic, and anything in-between. It covers relevant technology in the industry and how to keep your agency protected from the threats that come with it.
2. Mega Agency Marketing: This blog focuses on marketing in the industry. It’s full of ideas, ready-made marketing plans, and practical suggestions to get you started in marketing or beef up your current practices.
3. PropertyCasualty360 blogs: A catch-all for industry news, these blogs have stories on various topics from tech tips to governmental policy changes. A go-to for keeping your agency up to date on how to stay relevant and protected.
Read more about the power of tapping into the insurance community here
4. Agency Checklists: This Massachusetts-based blog keeps agencies up-to-date on the ever-changing regulations in the industry.
5. Terms & Conditions: Perfect for understanding the fine print in insurance. Written for insiders and laypersons alike, Terms & Conditions reports on everything: property and casualty, cyber protection, home and auto—you name it, it’s covered.
Keep the Conversation Going
By reading industry blogs, you’re tapping into an on-going conversation within the insurance community. You can keep that conversation going by replying back and engaging with your fellow agency owners. We encourage this conversation within our Partner XE user community. The best ideas and most impactful improvements come out of our connection with our partner agencies and their interactions with each other.
You can join the conversation. Contact us at [email protected] to set up a time to talk with one of our staff. We’d love to hear from you!
Your customers are your #1 asset. Without them, you have no business! So, you want to have a positive relationship with each of them. A big part of that is building trust, especially when it comes to keeping their information secure.
Are you ready to take on that responsibility? Only if you can say your agency is protected from cyber risk. A protected agency can make the following statements to their customers. Can you?
“Our agency data is monitored 24/7.”
If you’re utilizing an offsite, cloud-based data storage system, your data is protected round the clock.
“We can securely receive sensitive customer information.”
Multi-character password-protected email encryption keeps sensitive data safe.
“Our agency data is backed-up regularly.”
Cloud services also provide consistent redundant back-ups, ensuring your agency’s data is doubly safe.
Hear from industry experts on why cyber security matters and how to protect your agency
“We have an agency plan to combat cyber-attacks.”
Every agency should have a plan in place. Know where your data is stored, how to access it during an attack, and your recovery process.
“Our agency has data security measures in place.”
Employ agency regulations around data safety, including strong passwords, control over application downloads, and limited access to sensitive data.
Let them know how you’re storing data, the measures you’re taking to keep it safe, and notify them immediately in the unlikely event of a data breach.
Connection and transparency is a big part of what we do at SIS. We keep our clients informed and maintain open communication about how their data stays safe with Partner XE’s secure infrastructure.
You can find out more about how Partner XE keeps agency data safe on our website. Or, get in touch with us at [email protected] or 800.747.7005, Option 6.
What if you could predict the future? What would you do with what you know?
Well, in a way you can… for your agency.
It’s been said the best predictor of future behavior is past behavior. With customer insurance data analysis, you can look at how your insured have behaved and use that information to grow your client base. But you need to be careful. Spotty data leads to inaccurate readings and bad predictions.
Tracking Customer Data
Chances are you already have access to all the customer information you need; it’s just a matter of intentionally tracking it. Utilize your agency management system to strategically capture:
Customer engagement: how often you interact with your customers and how they engage with your marketing efforts. Your management system’s notes feature and email integration are handy here.
Get more tips on how to improve your agency’s marketing here
Referrals: know where referrals come from (online, in person, via a specific marketing campaign) and when they happen. Paying attention to cycles of when more referrals come in helps you capitalize on opportunity.
Policy renewal dates: too many agencies lose customers simply because they weren’t paying attention. Know when your customer’s policies are up for renewal and give them some extra communication and support to guarantee they stay. Do the same for prospects, tracking when their policies are up and reaching out at just the right time.
Customer milestone dates: add birthdays, anniversaries, and other important dates to your customer profiles. Set reminders and send a celebratory email or card. This small gesture helps build your connection.
Premium/commission amount: getting a read on customer premium or commission amounts helps you prioritize your development approaches. It doesn’t mean paying attention to some customers while ignoring others, but instead aids in putting the right amount of resources into each customer connection.
Keeping Data Clean
After you set a plan in place to deliberately capture customer information, you’ll need to ensure the data you’re working with is clean. Follow these tips to keep your customer info up to date and accurate:
Keep daily policy and commission information accurate and correctly matched with daily policy downloads
Stay on top of manually entered/non-downloadable policies
Ensure cancelled and rewritten policies are adjusted to reflect the correct transaction type, ensuring New Business reports are accurate
Set up regular data checkups, going through your data in chunks and cleaning up any issues
Reporting on Customer Data
Once you have your customer data tracked and clean, you can use it to generate reports. These reports are your key to planning an effective marketing and retention strategy for your agency.
Your agency management system should have standard and customizable ways to report on your agency data. If you’re not familiar with your reporting features, now is the time to learn!
At a recent Partner XE training, we covered this important topic, helping our agency partners understand how to pull data to best serve their individual agency. You can check out more of our training offerings on our website or get in touch to see how SIS and Partner XE can serve your agency’s needs.
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SIS is proud to release a new extension to the Partner XE system: the Partner XE Client Portal.