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...
Client Stories Client Stories Getting Started Training Support Partner User Community We understand that you have options when searching for an agency management system. Independent insurance agencies choose Partner Platform for a variety of reasons, including a...
FAQs Demos Guides Blog News Carriers FAQs Events Want to Learn More About What SIS and the Partner Platform have to Offer? We have the answers. How much does it cost? The Partner Platform is a highly affordable and feature rich system. Pricing variables include number...
Secure Architecture Security is a Top PriorityEverything we do incorporates policies, processes, practices, and technology to assure customer data is safe and secure.Strategic Insurance Software holds the CompTIA Security Trustmark+, the highest Security Trustmark...
The COVID-19 coronavirus global pandemic has hit the world hard in many ways. One of the most notable is the effect on disrupting business operations. In this post, we look at how to get insurance clients as your agency adapts operations and gets back up to...
Our Partner Platform agencies, like so many others across the world, have been forced to embrace agency-wide remote work, sometimes with days’ or hours’ notice. As we adjust to this surprise shift, we turned to our trusted partners for help. See below for two guest...
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. According to Salesforce, 67% of...