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A Collaborative Community

Partner XE User CommunityThe best ideas come from those who use the agency management system each day. Collaboration and communication play a significant role in advancing the Partner Platform agency management system in a way that aligns with how independent insurance agencies manage and grow their business. One of the ways in which this is accomplished is through the Partner User Community.

PartnerXE Clipboard Guy

Partner User Community includes every independent insurance agency using the Partner Platform agency management system and includes a volunteer board of Partner Platform users. Its primary functions are to educate the independent insurance agencies using the Partner  Platform on how to get the most out of their agency management system, to provide SIS with input and feedback that can be used for product and service enhancements, and to advocate for advances in technology and standards through groups like ACT (Agents Council for Technology) and AUGIE (ACORD User Groups Information Exchange).

All members are encouraged to get involved in the current and future direction of the Partner Platform agency management system through

  • Forums,
  • Surveys,
  • Workgroups,
  • National and regional user conferences,
  • And more.
Visit Partner User Community

Recent Articles

What Customers Want and the Insurance Sales Software to Get It

When it comes to your insurance prospects and customers, there are three main areas to focus on:

1. Improving ease and speed of service
2. Personalizing prospect and customer experience
3. Gaining data for expert advice

Each of these areas answers the question, “what do insurance customers want?”. Are you leveraging the right insurance sales software and processes to respond to these needs?

What Insurance Tech do Agency Customers Want?

It may not be what it’s always been – and it may surprise you how preferences have changed. Advancements in insurance tech and changes in purchasing patterns mean your current and prospective customers may be looking for something more. Though you’ll have variation among different generations, there are commonalities within what your customers are looking for to get excellent service.

The Story Behind Our Insurance Agency Software: Eisenhart Consulting Group

Next in our series on what’s behind our Partner Platform insurance agency software community is the management and operations consulting group, Eisenhart Consulting Group. For over ten years, we’ve been lucky to work with owner Mary Belka and her team.

Mary Belka, CEO and founder of Eisenhart Consulting Group, has been part of the Partner Allies team for more than a decade. When she was first introduced to the Partner Platform system, she was impressed by the hands-on, personalized service the Partner Platform team provided to one of her clients. Since then, a mutual dedication to personalized service has made Partner Platform and Eisenhart Consulting the perfect team for our independent agency clients.

I spoke with Mary to talk about how she came to meet the Partner team, the unique and transformational service she brings to Partner agencies, and how she prepares agencies for the future.

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