“There’s always a fear of the unknown, but we are extremely happy with SIS and Partner XE. They’ve kept their word and helped us run better as an agency.”
With hundreds of conversions from more than 20 different agency management systems under our belt, SIS has designed the Partner Platform’s StartRight implementation process to make your transition simple, flexible and low stress. Our commitment to your success begins the minute you come on board.
The Partner Platform team will work with your agency to prepare you for the transition from your old agency management system. The introductory kick off meeting is designed to help you gain comfort and trust with the team that will be supporting you throughout the change. You’ll be made aware of key milestones, what to expect and when and how we’ll support your agency.
Our implementation and training team will set up your personalized online learning program for your agency. You will get an introduction to the agency management system, as well as all of our support resources through this comprehensive process. In addition, if you have chosen to have an onsite training, we will work with you to create a plan uniquely suited to your agency.
The team of data experts will convert your data into the Partner Platform. Your data will be provided in the form of a backup from your current provider. Your agency and staff will also get support to ensure your carrier downloads are available and arriving in the right places.
The Partner Platform team will provide you with support on your “Start Date” (go live day) to enable your team to get questions answered and gain comfort working in the Partner Platform. In addition, the client services team will also be a resource to so that you and your staff can shift back from learning to servicing your clients.
by Adam Rapp | Mar 21, 2019
“All things being equal, people want to buy from those they like.”
This paraphrase from speaker and author Bob Burg says a lot about how to get insurance clients. Independent agents emphasize the relationship piece of the client acquisition equation, and rightly so. It’s the key differentiator for the industry and the best way to stand out from the constant marketing of the large captives.
But how and to where do you broadcast your agency’s value? There are some key elements to making your name known and making it stick. read more…
by Sarah Deak | Mar 14, 2019
The idea of call centers may bring up heart rates for some, and bring a feeling of relief to others. This somewhat polarizing insurance agency support method has its pros and cons, which can vary from agency to agency. There is no “one size fits all” call center, and each are certainly not created equal. But no matter what you’ve heard in the past, this customer support solution is worth investigating for any agency.
by Sarah Deak | Mar 7, 2019
If you’re like most small business owners, you’re constantly struggling to get a handle on how you’re using your time. It seems like there’s never enough to get all your work done. You have numerous areas you want to improve, specifically around serving and gaining customers, if only you could salvage a few hours a week to focus on them.