[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]
Recent Articles
The Niche Market as the Future of Independent Insurance Agency Marketing
Your insurance agency marketing goal is to stand out among the noise. Identifying and investing in serving a niche market is one of the most efficient and effective ways to achieve this challenging goal.
When you serve a niche market, you have less competition, making it easier to gain new customers in a specific arena. Your agency is set apart as providing “X” type of insurance, making you distinctive. PIA National’s 2022 Independent Agent Survey found that respondents devoted more than 20% of their book of business to a niche market. You, too, can capitalize on this valuable strategy.
Planning for the Next Stage in Insurance Agency Management: Perpetuation
Over the past few years, there has been a surge in insurance agency management transitions. Mergers and acquisitions specifically are on the rise, with an estimated 550 deals, up 12% from the previous year, in the first quarter of 2021. While these transitions can be profitable for owners, they can come with significant trepidation and worry from employees and customers.
As an owner, you need to start thinking ahead about how to prepare your agency for its eventual ownership transition. Whether you plan to perpetuate internally or externally, it’s essential that you prepare. That preparation includes setting your agency up for its highest valuation, prepping your team, and investing in tools and processes to bring your agency into the future.
The Power of Relationship and Innovation in Insurance Tech
Good partners and partnerships are critical to success in any business, but it’s crucial in technology where the pace of change and breadth of innovation is high. Insurance tech is growing fast, and it’s critical to look to progressive partners to keep up with the pace.
Why Partnerships Matter
Innovations happen everywhere, every day. Things like electric cars, an increase in IoT, the interconnectedness of tech systems in healthcare and our own homes, and other innovations significantly impact our industry. These tech advances inform how insurers can gain data to inform policies and process claims.