Industries worldwide have a lot to learn from the unprecedented global pandemic that first hit the U.S. in early Spring 2020. The virus's impact will be widespread, and the insurance industry has been hit just as hard as any other market. Below are a few findings that...
Integrated Accounting
Integrated Accounting Increase productivity and accuracy with the Partner Platform Accounting for your insurance agency should be easy and accurate. With the Partner Platform’s fully integrated insurance agency accounting your client information, policy information,...Mobile
Mobile Access Key Information on the GoThese days you need information right away, no matter where you are. Partner Platform Mobile and “always on” cloud-hosted access makes your insurance agency and producers more effective and increases speed of service. Information...Personalized Workflows
Personalized Workflows Adapt Your Partner Platform Experience to Fit Your WorkflowYour independent insurance agency is unique. You have your own way of doing business. You have your own processes, naming systems, and priorities. Instead of making you adapt all...Reporting
Reporting Easily Access Information You Need to Assess and Grow Your Agency Produce reliable insights with the click of a button to manage your staff, your business, and your clients. Gain valuable, real time information on agency finances, client retention rates, new...
Recent Articles
What the Global Pandemic Taught Us About Digital Insurance and the Industry
6 Steps to Make Insurance Agency Marketing Happen on a Budget
As an industry, and as a country, we’ve been through a lot in 2020 so far. As we start to take our finger off “pause” and begin to ramp up business again, there’s a lot to think about moving forward. For many, a large part of re-opening is a re-assessment of insurance...
Adapting to Change: The Partner Platform Community’s Response
SIS President Michael Doran reflects on the impact of the coronavirus shut-down and how the Partner Platform community responded. From a business perspective, the COVID-19 novel coronavirus pandemic will be remembered well beyond “take your child to work every...