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.

Turbeville Insurance Agency

  • Locations throughout South Carolina
  • Founded in 1991
  • 65 employees

“Partner is innovative, responsive, and the team is energetic and committed to making the product better. Our voice is finally being heard and our agency is valued. Looking back we should have made the switch sooner!”

– Pam Thompson

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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

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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.

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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Money Matters: Our Best Insurance Accounting Software and Training Blogs

Small businesses point to accountants as some of the most important professionals for their business. That may be because 60% of small business owners say they don’t know the first thing about finance and accounting. As a small business owner, you can probably relate. Many independent agency owners find themselves in an accounting crash-course when they start or take over their business. How can you beat the odds to get a grasp on your agency’s finances and position yourself for future growth?

Making the Sale: Our Best Insurance Agency Marketing Blogs

This past year, one of our team’s major focuses was insurance agency marketing and how we can get the best tools to our Partner Platform agencies, helping them build and grow their agency brand. From our integrated Marketing Automation Manager to our Partner Connect custom website, app, and Client Portal offerings, we spent hours gaining feedback and perfecting our sales and marketing offerings.
Beyond these tools, we also provided a wealth of information on how agencies can build their brand and grow their business on our blog. As we start a new year, we hope you’ll benefit from some of the tips and tricks we’ve captured.

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