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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

Our Digital Insurance Tech Partnerships

Innovation is key to longevity in any industry, and the insurance industry is no different. Insurance revolves around people and relationships, making it an inherently dynamic field.

Digital insurance demands seem to change by the day to keep up with evolving customer and agency needs. That’s why we at Partner Platform partner with various tech partners to stay up to date with changing conditions. We as an organization can only be experts in so many areas, so we recognize the need to partner with outside specialists to fill our gaps.

We work with industry groups and tech companies to cover areas like digital document processing and cyber security, among others. Below are a few of our recent posts highlighting these valuable tech partnerships.

Insurance Tech: Easing Change Resistance in Your Agency

Insurance tech advancements are making everyday processes faster and more efficient, and customers are demanding more digital interactions than ever before. Despite the benefits and increasing customer demand for insurance tech, your team may be hesitant to adopt new technology.

This hesitancy is understandable. Change is difficult, and introducing a new process or system to an individual’s workflow can be frustrating. But, the benefits of integrating insurance tech into your agency far outweigh the challenges of overcoming change.

Here are a few ways we’ve seen agencies work to be more receptive to new technology and system updates.

The Workforce and Your Insurance Agency Management: How to Recruit for the Future

The insurance industry – like others today – is understaffed. In late 2021, an insurance labor market study showed that 53% of agencies planned to “aggressively hire” within 12 months to fill vacancies. The same study also showed that it’s becoming increasingly difficult to fill open positions. As an owner, your insurance agency management relies on knowledgeable staff, but it can be challenging to fill positions in today’s market.

With hiring season just around the corner, your agency needs to focus on how to recruit new talent for your team. Past tactics may no longer work on a younger, more tech-driven workforce. It’s time to expand your outreach, position insurance differently, and look for diverse qualities to keep your agency growing.

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