“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

Insurance Marketing Strategies: Starting a Blog

Among the many insurance marketing strategies out there, blogging continues to be a popular and useful tool across the years. We consider blogging an effective method and have the facts to back it up: websites with blogs have over 400% more pages indexed in Google than those without a blog, and more than 60% of consumers made a purchase based on a blog post.

Money Matters: Our Best Insurance Accounting Software and Training Blogs

Small businesses point to accountants as some of the most important professionals for their business. That may be because 60% of small business owners say they don’t know the first thing about finance and accounting. As a small business owner, you can probably relate. Many independent agency owners find themselves in an accounting crash-course when they start or take over their business. How can you beat the odds to get a grasp on your agency’s finances and position yourself for future growth?

Making the Sale: Our Best Insurance Agency Marketing Blogs

This past year, one of our team’s major focuses was insurance agency marketing and how we can get the best tools to our Partner Platform agencies, helping them build and grow their agency brand. From our integrated Marketing Automation Manager to our Partner Connect custom website, app, and Client Portal offerings, we spent hours gaining feedback and perfecting our sales and marketing offerings.
Beyond these tools, we also provided a wealth of information on how agencies can build their brand and grow their business on our blog. As we start a new year, we hope you’ll benefit from some of the tips and tricks we’ve captured.

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