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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

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.

The Story Behind Our Insurance Agency Software: Lightspeed Voice

We strive to provide the best insurance agency software to our Partner Platform agencies, but we don’t have all the answers on our own. That’s where our trusted technology partners, our Partner Allies, come in. In this series, we get to know more about our industry partners and how they bring innovation and expertise to the Partner Platform system.

Based in Nokomis, FL, Lightspeed Voice® is a VoIP, cloud-based IP telephone provider founded in 2009 to provide the insurance industry with reliable VoIP and client relationship management (CRM) solutions.

Lightspeed differentiates through high-touch and high-service, which aligns nicely with Partner Platform’s approach – and is also true for the way our independent agency clients sell. Both Partner Platform and Lightspeed strive to be hands-on, building relationships with clients just as our independent agents do with their customers.

I talked with Lightspeed’s VP of Sales and Marketing, Steve Mohr, about the partnership.

Expert Tips for Building Your Insurance Website for Sales

Have you properly equipped your insurance website for sales? Almost three-quarters of insurance shoppers go online to do research and obtain quotes, so you need a quality website to attract those sales.

This shift to online prompted our Partner Platform team to think more about agency websites and how to optimize them for sales and service. We now work with agencies to help them create a custom site to grow their business after seeing several common mistakes. Here are some of the ways we saw agency websites missing the mark – and how we helped them correct their missteps.

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