“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.” 

Jim Waun, Vice President, Sweet & Associates

 

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.

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Prepare

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.

Learn

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.

Convert

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.

Support

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.

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…

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