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“The training was excellent. I wanted this to be an easy transition and SIS delivered, guiding us through each step. Everyone on our end completed all the online training modules assigned, making the transition smooth. When the SIS team arrived for on-site training, they were so committed. They weren’t going to leave until we understood how to use the system, and got the most out of it. Thanks to the training, I even use the system. I was scared to death of our old system because it was overly complicated, but I feel comfortable with Partner.”

-Pat Hull, Jacobs-Weber Insurance

group shot during a training

Having helped hundreds of independent insurance agencies and thousands of individuals switch to the Partner Platform agency management system, SIS has developed effective training programs that enable successful change while building in flexibility to adapt to the unique needs of each independent insurance agency.  Our programs provide a blend of SIS training professionals and content that is easily understood and effectively delivered through multiple channels including online video, on-site, phone and workshops.

In addition to a great training program and resources, the simplicity and intuitive design of the Partner Platform enable new staff as well as the most seasoned staff member at your agency to learn the program quickly.  The ease of use for the Partner Platform helps address the time constraints in most agencies so that the learning curve is compressed and the ability to return to servicing clients and pursuing new business is accelerated.

Recent Articles

All About the Data: Using Insurance Marketing Tools to Improve Customer Service

Everyone loves to get two for the price of one. It’s the beauty of doubling your money and getting more done in half the time: a win-win for all. The digitization of insurance has made that “two for one” thrill possible with insurance marketing tools that double as customer service tools, too. And it all begins with data.

The COVID-19 pandemic accelerated digitation across industries, and insurance was no exception. Part of the acceleration included a rise in direct-to-consumer (DTC) purchases. More people started buying goods and services online, cutting out in-person or phone interactions. That rise in DTC increased access to customer data.

Partner Platform: Who We Are and Why Community Matters

“We saw a company that reminded us of our agency.”

This is a sentiment we often hear from our Partner Platform agencies – that they saw themselves in our team and us. That’s what makes us more than a provider but a real partner with each agency we serve.

The community we created echoes that partnership: it’s fueled by innovative collaborators in our agency, technology, and industry partners. With their help, we’re able to stay ahead of the curve and equip our Partner Platform agency management system and insurance CRM to harness future opportunities while providing the service and care our agency customers appreciate today.

Insurtech: Finding the Best Fit for Your Agency

This past year was one like no other. With the entire world forced to move to digital work rapidly, many industries felt growing pains and suffered from the sudden shifts. One industry that didn’t was insurtech.

The term “insurtech” applies to a variety of digital tools used in the insurance industry. Everything from a client portal to an integrated rater are insurtech. Overall, insurtech removes barriers in insurance, speeding up enrollment and claims processing, among other procedures, making it easier for agencies to grow their business and serve their customers.

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