“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
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.