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

How to Get Insurance Clients to Come to You

“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…

Agencies Weigh In: Service Call Centers for Insurance Agency Support

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.

read more…

Making the Most of Automation

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.

read more…

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