800.747.9273

“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

Beyond Insurance Software: Why Your Agency Management Team Matters

Your agency management system is among the most critical pieces of technology you use for your insurance software. Every day you rely on your agency management system to create certificates, write new business, and process claims, among other essential functions.

With such a valuable piece of technology, you want more than just a vendor or provider for your agency management system. You need a partner – a partner who focuses on long-term, mutual success. That’s what we are for our Partner Platform agencies – someone in the trenches with them and working for them to make their business run smoother.

The Story Behind Our Insurance Agency Software: Agency Management Resource Group

We continue to explore the story behind our insurance agency software partners. In this post, we talked with independent insurance veteran Cheryl Koch. Cheryl founded Agency Management Resource Group to help independent agencies “achieve their goals and dreams.” With that motivation in common, we work with Cheryl and her team to educate and equip agencies for success.

When she was introduced to the Partner Platform team, Cheryl Koch saw an opportunity. Equipped with a wealth of training content for independent agencies, she knew she had just what so many Partner Platform agencies needed: personalized education. After holding our first “Ultimate Producer School” with Cheryl and her team, it was clear her expertise was the perfect fit.

I spoke with Cheryl to hear about her wealth of experience in the industry and how she connected with the Partner Platform community.

These Blogs Will Improve Your Insurance Marketing Strategies

We’re almost halfway through the year, and a lot has changed since January. At this mid-year mark, we took a look back at some of our most popular posts and put together a list of the essentials. These posts can help hone your insurance marketing strategies for the remainder of the year and beyond.

Posts to Improve Service
• What Customers Want and the Insurance Software to Get It (view post)
• What Insurance Tech Do Agency Customers Want (view post)
• Digital Insurance Customer Service: Keeping it Personal (view post)

Let’s Connect