As businesses begin to re-open across the country, many need to re-assess their prospecting strategy. As you look into your agency’s insurance prospecting software and strategy, these three tools should be in your toolbox. When it comes down to it, insurance...
Document Management
Document Management Use Partner Platform to Digitize Filing, Reduce E&O Risk, and Speed Service to ClientsPaperless document management for your insurance agency is critical, and your agency management system is the best place for these capabilities.Partner...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...
Recent Articles
Insurance Prospecting Software – The What and Why of the Top Three
Preparing for Transition: Top Agency Management System Tools and Tips
After closing in response to the COVID-19 novel coronavirus, many businesses are now preparing their operations for re-opening. There are some top agency management system tools and transition tips that can apply to any change your agency experiences, including one...
Our SIS Partners: Why We Partner and How They’re Stepping Up to the Plate
In these uncertain times of the COVID 19 novel coronavirus, community is more meaningful than ever. SIS CEO Alex Deak shares about the SIS Partner Platform community partners: from tech to industry organizations to regional groups, we’re committed to connecting for...