[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
Insurance Tech: Easing Change Resistance in Your Agency
Insurance tech advancements are making everyday processes faster and more efficient, and customers are demanding more digital interactions than ever before. Despite the benefits and increasing customer demand for insurance tech, your team may be hesitant to adopt new technology.
This hesitancy is understandable. Change is difficult, and introducing a new process or system to an individual’s workflow can be frustrating. But, the benefits of integrating insurance tech into your agency far outweigh the challenges of overcoming change.
Here are a few ways we’ve seen agencies work to be more receptive to new technology and system updates.
The Workforce and Your Insurance Agency Management: How to Recruit for the Future
The insurance industry – like others today – is understaffed. In late 2021, an insurance labor market study showed that 53% of agencies planned to “aggressively hire” within 12 months to fill vacancies. The same study also showed that it’s becoming increasingly difficult to fill open positions. As an owner, your insurance agency management relies on knowledgeable staff, but it can be challenging to fill positions in today’s market.
With hiring season just around the corner, your agency needs to focus on how to recruit new talent for your team. Past tactics may no longer work on a younger, more tech-driven workforce. It’s time to expand your outreach, position insurance differently, and look for diverse qualities to keep your agency growing.
Finding the Right Agency Management System: the Quality Insurance Service Client Story
Mike Maranda has been in the insurance business for over 40 years. He’s guided his agency through many seasons, but his recent journey to find the right agency management system for his team was one of the most painful.
After many years with a system they loved, Quality Insurance Service was forced to make a change when one of the big-name providers acquired their original system. Mike and his business partner decided to pick one of the big-name systems to avoid needing to make a change again anytime soon.
Yet, after selecting one of the dominant providers, they were frustrated to move through a cumbersome system with unresponsive service. After four years, they’d had enough and started searching for a new system, eventually joining the Partner Platform community.