At SIS we understand that you have numerous options when searching for an agency management system. Agencies choose SIS and the Partner Platform for a variety of reasons, including a desire for a better relationship with a key provider, relevant capabilities that address the priorities of the agency and a desire for long term affordability. 

Ultimately, agencies choose SIS because they trust in the people, the software and the commitment to help their agency achieve their goals.  Hear from some of your peers, friends or fellow independent insurance owners about why they made the switch.

Smith-Berclair Insurance

  • Based in Memphis, TN
  • Founded in 1966
  • 45% personal and 55% commercial
  • 18 employees

“When I talk to people who are looking at Partner, I tell them one of the things that has impressed me the most has been the management and ownership. They are committed to making the product better and are spending the money and time to do so.”

– Brad Smith

Read more

Mercure Insurance Agency

  • Based in Southeastern, MI
  • Founded in 1890
  • 80% personal and 20% commercial
  • 6 employees

“Strategic Insurance Software is much like our agency, a more family type of company – they aren’t some big company that just wanted more money, more money and more money, without providing any real benefits.”

– Dan Mercure Jr.

Read more

Batchelder Bros. Insurance

  • Based in Sanford, ME
  • Founded in 1874
  • 40% commercial and 60% personal
  • 10 employees

“With Partner XE, you’ll benefit from constant improvements and updates to the system, some of which are scheduled upgrades, as well as other enhancements. You’ll also see custom features, as SIS listens to feedback from agencies and actually implements changes to serve specific agency needs.”

– Andrew Thayer

Read more

G.H. Dunn Insurance

  • Based in Mattapoisett, MA
  • Founded in 1927
  • 20% commercial and 80% personal
  • 21 employees

“We had faith in SIS and Partner XE and the people behind it – and we still do. Everything we have seen so far is that they truly listen to us and we believe they are making good on their word, adjusting and making changes where necessary so it works for our agency. That is important.”

– David Dunn

Read more

Phil Richard Insurance

  • Based in Danvers, MA
  • Founded in 1988
  • 50% commercial and 50% personal
  • 15 employees

“From our perspective, we are so committed to Partner XE and helping more agencies see the benefit of this system. We recommend that all small to mid-sized agencies really look at the cost/benefits analysis with Partner XE. Why would you pay for a system that you complain about every day, and which is costing you double what you could otherwise pay? I can say, without reservation, that Partner XE is the system today’s agencies ought to be using.”

– Phil Richard

Read more

Poland & Sullivan Insurance, Inc.

  • Based in Newark, DE
  • Founded in 1970
  • 50% personal and 50% commercial
  • 10 employees

“Partner XE can not only offer all the functions that your agency needs, but also costs about 1/3 less than any of the solutions provided by the bigger providers. You get so much more for your money with Partner XE. Make the switch and you won’t regret it. In fact, your agency will be better for it.”

– John Yasik

Read more

Pinnacle Group

  • Based in Pittsburgh, PA
  • Founded in 1915
  • 45% personal and 55% commercial
  • 7 employees

“The one thing I tell everyone is that what I pay for Partner XE in one quarter is what I used to pay on a monthly basis to my old provider— and I’m getting more functionality than I had before. Since switching to Partner XE, our CSRs have been able to handle 50-70% more business than we used to.”

– Kirk Haldeman

Read more

The Insurance Shop, Inc.

  • Based in Odon, IN
  • Founded in 1977
  • 60% personal and 40% commercial
  • 9 employees

“The ease of use and cost sold us on Partner XE. Add to that the incredible service, and the ability to have personal relationships with your provider. Partner XE and SIS just can’t be beat.”

– John Britton

Read more

Bluegrass Insurance Services

  • Based in Elizabethtown, KY
  • Founded in 2008
  • 60% commercial and 30% personal
  • 13 employees

“With SIS and XE there is a level of attentiveness and support that you just don’t see anywhere else. They really care about making sure you get what you need for your agency. That XE lives up to your expectations and that you can serve your clients exactly as you need to. XE is an intuitive, easy-to-use system. Once you make the switch, you won’t look back.”

– Denise Joy

Read more

Sweet Insurance Agency

  • Based in Bingham Farms, MI
  • Founded in 1919
  • 65% commercial and 35% personal
  • 18 employees

“SIS’s customer service is fantastic. They’ve been on top of it from that first sales call to our latest support needs. Someone is always there to take our email or call, and our issues are resolved in no time.”

– Jim Waun

Read more

THW Insurance Services, LLC

  • Based in Lebanon, TN
  • Founded in 1999
  • 50% life/health/benefits, 35% commercial and 15% personal
  • 20 employees

“Partner XE exceeds any other program out there, delivering ease of use, shorter processes, fewer clicks, and more. SIS goes the extra mile for every customer, even developing forms and workflows specific to an agency’s needs. Consistent support and knowing you’ll get a timely resolution to questions or problems is essential to any application in an agency. With Partner XE and SIS, you’ll get that. We’ve never received better hands-on training or a higher level of customer service.”

– Richard Whitener, Partner

Read more

Peterson Insurance Services

  • Based in Bartlett, TN
  • Founded in 1955
  • 60% personal and 40% commercial
  • 11 employees

“(Partner XE) just keeps getting better. And… the people are world-class. I would highly recommend it. After coming off our old system – you couldn’t pay me to change back!”

– Britt Linder

Read more

Perkins Insurance Agency

  • Based in Abilene, TX
  • Founded in 1977
  • 65% commercial and 35% personal
  • 12 employees

“There is real bang for your buck with PartnerXE but it’s more than just saving money. It’s the whole package. It’s a seamless transition to a new system with high functionality and ease of use. It’s personalized relationships and constant, accessible customer service that will remain beyond the on-boarding process. You’ll never be just a number with SIS.”

– Mark Perkins

Read more

Unisource Insurance

  • Serving clients in greater Milwaukee and Madison metropolitan areas
  • Founded in 1978
  • 60% personal, 20% commercial and 20% life insurance
  • 25 employees

“(Partner XE is) … just much more user-friendly. Thanks to that, we’re getting more out of the software in these first fifteen months than we have in the past 25 years.”

– Andrea Nelson

Read more

Neverman Insurance

  • Based in Westlake, OH
  • Founded in 1979
  • 50% personal and 50% commercial
  • 6 employees

“Partner XE has the scalability we need, and SIS brought the attention to detail required for the move and transition… We couldn’t have gotten here without the help of the SIS team.”

– John Horvath

Read more

Berndt and Murfin Insurance Agency

  • Three locations in Portsmouth, OH
  • Founded in 1921
  • 82% personal and 18% commercial
  • 30 employees

“I’ve seen the alternatives. I have the first-hand experience. Partner XE has the price and the functionality. It’s where you ”

– Dan Cassidy

Read more

Ann Arbor Insurance Associates

  • Serving clients in Michigan, California, Hawaii, Indiana, Ohio, and international locations based on commercial-client needs
  • Founded in 1985
  • 40% personal and 60% commercial
  • 7 employees

“We didn’t just want somebody new; we wanted the right fit. Just like with our customers, we wanted to make sure our new provider was the best choice for us. In the end, it was a total team choice to go with SIS.”

– Matt Derrenberger

Read more

Van Wyk Risk Solutions

  • Based in Grand Rapids, MI
  • Founded in 1982
  • 95% commercial
  • 26 employees

“What I often tell an agency owner is ‘If you want to be a number, stay where you are. If you want someone who will partner with you, you better be talking to SIS.”

– Max and Alison Van Wyk

Read more

Family Insurance Center

  • Locations: Seymour (main office), Freedom, Greenville, and Stockbridge, WI (7 locations)
  • Founded in 1988
  • 33% personal, 33% commercial ad 33% Farm
  • 30 employees

“The service is head and shoulders above what we experienced with our old provider. It’s unbelievable how willing they are to respond and adapt to support us as an agency.”

– Chad Van Camp

Read more

Insurance Consultants Group

  • Based in Rocky River, OH
  • 65% personal and 35% commercial with 10% life and health
  • 20 employees

“Often, when it comes to insurance people say it is price first and then service. That’s not how we look at SIS. We value the price of the product but that isn’t the main concern. It’s the features such as the remote capability, the Outlook Plugin and the direct bill commissions downloads that make it so invaluable to us at our agency. The second thing would be the service for the product that is out there. If you have a great product with horrible backup service it doesn’t do anyone any good. At SIS they are very responsive and timely with any questions and if there is a problem, they fix it.”

– Mark Mraz

Read more

Jacobs-Weber Insurance

  • Based in Yoakum, TX
  • Founded in 1981
  • 60% commercial and 40% personal
  • 12 employees

“It’s twice the system, and the personnel are twice as responsive as our old provider. Transition was easy too – no headache, no regrets.”

– Pat Hull

Read more

Kramer Insurance Center

  • Based in Langhorne, PA
  • 40% personal and 60% commercial
  • 7 employees

“We looked at features. We looked at costs. We looked at ease of use, the learning curve, downloading ability AND which company representatives (most important) opened their ears and listened. SIS listened. That is what impressed me the most. There was another system I thought might be slightly better, but in the end it came back to the big thing — Who listened? Who was willing to try and solve the issues?”

– Steven Kramer

Read more

Webre-Sherrill Insurance Providers

  • Based in Round Rock, TX
  • 80% personal and 20% commercial
  • 6 employees

“SIS has been great about asking us what features we would like to see in future versions of Partner XE. It’s nice to say, “Other systems can do this, if you could make this one do it, it’d be great.” Being able to give that feedback is big. It makes it more user-friendly because we’re the ones on it every day.”

– Traci Reynolds

Read more

Neal Dastrup Insurance Agency

  • Based in Utah (4 locations)
  • Founded in 1974
  • 60% personal and 40% commercial
  • 40 employees

“We can now grow our business without adding additional payroll. I can get more done with the same people because it takes at least 30% less time to get the data entry into Partner XE than it did in the old system. Time and money are the largest factors. Not only does it save us time, which saves payroll, but Partner XE is about 60% less expensive than the other system.”

– Doreen Black and Marla Hutchings

Read more

Recent Articles

Hiring for the Future: Adapting Strategies to Gain New Talent

The insurance industry has changed over the past 20 years. Paper files and phone calls have given way to digital processes, email, texting, and more. Your insurance support team’s needs have changed, too – or so we hope.

The average insurance agent is 59 years old and only a few years off from retirement. To keep your team fresh, you need to bring in younger agents. Soon enough you’ll have no choice – Millennials and Generation Z will account for 58 percent of the workforce by 2029. You need to “get with the program” to attract and keep young talent – but how?

How to Attract Young Hires….

Technology usage is the first thing new hires will notice. Members of the young workforce are used to using tech for business and leisure. They’ll expect you to provide more than a laptop and cell phone; they’ll look for paperless processes, modern communication and collaboration tools, and opportunities to get work done virtually.

Read more on going paperless – why your customers want it and how to get started

Young hires expect information to be found and shared easily through a centralized location. Leverage your agency management system to bridge the processing gap. Tap into your system’s ability to store files, capture emails, and add tasks among other capabilities. And, make texting part of your communication strategy, both internally and externally. This is an area where young hires will be savvy – they’ll expect to use texting for communicating with their team, lead generation, and closing deals.

The best thing you can do to attract and keep young talent is to embrace virtual work systems. Sales hinges on creating and growing relationships, so a virtual sales team may seem counterintuitive. However, as a virtual team your agents can connect more efficiently. Virtual work allows them to connect from anywhere, making it easier to bring meetings to clients and get work done while they wait. In less than ten years, it’s estimated 73 percent of businesses teams will have remote workers. Offering virtual work opportunities is not just smart; it’s inevitable.

Get more resources on how to make your agency virtual, yet personal

…And How to Keep Them

Getting Millennials and Gen Z to apply is only the first hurdle. Once you have a quality candidate in the door, how do you get them to say yes for years to come?

Start by updating your interview process. The work has changed, the workforce has changed, so how you interview needs to change, too. Focus more on how candidates work in a team and their ability to understand and leverage technology. Be sure to talk about how you’re team-focus and tech-adaptive, too. And, focus more on culture. One author found millennials were willing to take an over $7K pay cut to gain a better workplace culture. Now that’s leverage.

You’ll also need to update your onboarding. The first few months in any new position are challenging, so the smoother you can make the ride, the better. Culture again plays a key role. Be intentional about introducing new hires to team members, setting aside time to outline the processes and tools used within each environment.

Provide training + mentorship. Pair new hires up with someone to walk with them through training, serving as a guide to answer questions along the way. This pairing provides a double benefit to you: new hires feel connected, and veterans get a refresher on your tools and processes. Assuming they have a positive experience, new hires can later pay-it-forward to the next fresh team member.

Don’t forget about your long-term employees – help them transition to new tech and processes, too

Helping Your Team Grow

Growing your team is about more than adding new people to your staff contact list, it’s about listening and providing people what they need to improve. Meet up regularly with old and new team members, both individually and as a group. This simple act shows you care – and that goes a long way.

We know how important it is to listen and connect because that’s what we do at SIS: listen and learn to mutually grow. Through our workgroups, Regional Learnings, and forums, we focus on staying in touch with our Partner Platform community. Like any community, when our clients grow, we do, too.

Find out more about the Partner community– read our client stories and connect with us at 800.747.7005, Option 6 or

Top Agency Management System Tools: Insurance Mobile App

Having a mobile-enabled agency is critical to future growth and success. J.D. Power and Associates reported that 42% of claimants surveyed used an agency mobile app. That number will only continue to grow. As the independent channel competes with the direct writers of the world, you need this top agency management system tool.

There are two mobile apps you need to stay relevant: an internal app connecting with your agency management system and a client facing app for customers to connect to you.

Internal Mobile App: Connecting Your Team

An internally connected mobile app allows your agency team to access client, policy and claim information anywhere, anytime. That means faster service for your clients, better connection for your staff, and it even serves as back-up should your agency lose power or experience other technical issues.

An agency management system mobile app extension is also an excellent sales tool. Agents can add in notes and update prospect profiles immediately after meeting, And, they can reference game-changing info during sales conversations. Plus, a mobile app serves as a great task list, keeping your sales team on top of follow-ups and other prospect requests.

Check out these other essential tech tools you need to stay up-to-date in your agency

Client Mobile App: Leveling Up Your Customer Service

Mobile access for clients via a branded mobile app is also a must. With a mobile app, your policyholders can access account information all in one place. It’s convenient, efficient, and essential. With a mobile app, your customers should be able to:

  • Search for and download your app right in the app store
  • See your agency name and logo on the app icon and within the app for a fully-branded experience
  • Access important policy and coverage information, ID cards, list of drivers on their policies, and claims information among other relevant documents
  • File a claim or send important information back to the agency via the app
  • Receive updates from you via push notifications for things like inclement weather notices, policy renewals, and billing inquiries

Before going mobile, check out these tips on handling agency technology

Getting the Right App for Your Agency

The first step in getting your agency on mobile is finding an app that fits your needs. No matter which you choose, find one that syncs with your agency management system. The data captured via mobile apps is invaluable to your agency, and you want to ensure it’s going right into your system.

At SIS, we know the power of that data. That’s why we added mobile to our Partner Platform agency management tool. This “always on” cloud-hosted access is convenient, intuitive, and secure, hitting all the boxes for a mobile management system app.

Find out more on our mobile offering and other Partner Platform capabilities at https://sispartnerplatform.com.

How to Get Insurance Clients to Stay

As an agency owner, one problem often encountered is how to get insurance clients to stay. Many times, a customer signs up, stays for a year or two, then jumps ship for a lower rate. You could counter by bringing your rates down, but you know that’s a short-term solution to a long-term problem. What are you to do to improve your retention?

Lucky for you, we have the answers. Over the years we’ve worked with numerous independent agency owners and gotten an inside look at what it takes to get insurance clients to stay. Their expertise is throughout our blog – here are a few posts to get you started on the road to retention.

read more…

Let’s Connect