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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 Key to Better Insurance Agency Management is in Who You Hire: Download the eGuide

There are many ways to improve your insurance agency management, but one of the most impactful is hiring the right people. When you have the right people for the right job, you start from an optimal point.

But how do you know who to hire? We’ve got your answers in our latest eGuide, Who You Hire Matters: The How and Why of Hiring Great Producers and Leaders.

In this guide, you’ll learn:

5 Signs it’s Time to Ask for Insurance Agency Marketing Help

“We all need somebody to lean on,” as Bill Withers said in his famous song Lean on Me. Yet, it can be challenging to know when and how to ask for help. Working in an independent agency, you likely need more help than you know. With a small team, everyone is usually tackling more than one job at a time, making it easy for something to fall through the cracks.

Though you may intend to put effort and thought into something, invariably other time-sensative matters comes up. For many agencies, that something is insurance agency marketing. Whether it’s a customer request, an uptick in claims, or another important measure, marketing gets put on the back burner again.

So how do you know when it’s been too long since you paid attention to your insurance marketing? There are a few signs that it’s time to get help.

A Look at Exago: An Insurance Tech Partner Ally

Part of what makes our Partner Platform agency management system and insurance CRM so robust is the partnerships we foster with insurance tech companies. Our Partner Allies specialize in their arenas, from esignatures to comparative rating and more, each Partner Ally hones their technology to serve agency needs.

Our Partnership with Exago and Exago BI
Today we highlight our longstanding partner, Exago. Exago specializes in building and delivering customized business insights with intuitive reporting and dashboards that anyone can use. After designing and implementing our own BI ad hoc reporting system, we found it too cumbersome and confusing for our Partner Platform agencies. Acting on our spirit of innovation and efficiency, the team knew it was time to look for an expert to work with and for our community.

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