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“The decision to transition our agency management system is arguably one of the most important ones of my career.  It’s incredibly comforting to know we made the right choice.  The team at Partner XE is truly world-class.” 

– Cliff Miller, Owner, Tri-County Agency

Your Requests Are Our Priorities

“…the people are amazing, responsive, educated about the program and always maintain a positive attitude.” – Doreen Black, Neal Dastrup Insurance

Your independent insurance agency’s needs are unique, and we want to make sure you receive the best support possible. Our service team is located at our main office with direct access to all the resources they need to assist you. You’ll enjoy getting to know them as much as we appreciate knowing the names of our clients and how they prefer to communicate.

Quick and Accurate Resolution

Service and responsiveness are critical to how we measure satisfying client expectations.  The SIS service team is built to respond quickly and accurately. Performance is continually measured with a focus on how quickly and effectively client requests are resolved. Clients enjoy the professionalism and “can do” attitude in every experience.

We Work as a Team

When you contact SIS for product support, you may be talking to one person, but you have the resources of the entire SIS team working to solve your problem. Our Customer Support Analysts work closely with our software developers, allowing the support team to get to the bottom of your problem faster.

See Your Feedback Implemented

We want to hear from you and find out what issues you are having so we can improve future versions of the Partner Platform agency management system. We make sure the feedback you provide to our customer support team is seen by our product development team to make the Partner Platform agency management system even better.

Recent Articles

What’s New in 2022 – The Top Digital Insurance Trends to Watch

Another year is here, and we can already see what’s on the horizon for digital insurance—the last few years demonstrated the need for more data gathering and analysis, tech integration, and a focus on personalizing and streamlining customer service. The 2021 Independent Insurance Agent Survey found that, before the COVID-19 pandemic, about a third of agencies said they “lacked the financial or other support” to invest in digitization. However, by the end of 2020, 77% were investing in digitization, showing digital insurance is growing rapidly.

As we ring in the new year, let’s take a look at what’s on the digital insurance horizon for 2022.

Year in Review: Our Top Agency Software Posts of 2021

This year continued a trend of technology’s growing influence in the insurance market and all industries at large. We saw a shift where more clients embraced agency software and integrated it into their regular systems and processes. This growing interest and influence prompted our Partner Platform and SIS teams to ramp up our tech focus, including several blog posts on this highly relevant topic.

It’s Not Them, It’s You: Why Your Insurance Prospecting Software is Failing

Prospecting in any industry takes a combination of the right “stuff” (technology, data, people) and the right execution (systems and processes). Though it may be tempting, purchasing the best insurance prospecting software isn’t a solution on its own; you and your team need to understand how to leverage it.

We’ve worked with countless agencies to help them get their insurance prospecting software to work with and for them. Here are some common pitfalls we see in agencies struggling to put their software to work.

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