“It’s also remarkable how quickly we can get new staff trained in using Partner XE. With our previous provider, there wasn’t any real training. With Partner XE, you can get individual training for your staff, as well as simple, short and easy to understand webinars. The learning curve for our new staff is significantly faster than with previous providers.”
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.
by Adam Rapp | Mar 21, 2019
“All things being equal, people want to buy from those they like.”
This paraphrase from speaker and author Bob Burg says a lot about how to get insurance clients. Independent agents emphasize the relationship piece of the client acquisition equation, and rightly so. It’s the key differentiator for the industry and the best way to stand out from the constant marketing of the large captives.
But how and to where do you broadcast your agency’s value? There are some key elements to making your name known and making it stick. read more…
by Sarah Deak | Mar 14, 2019
The idea of call centers may bring up heart rates for some, and bring a feeling of relief to others. This somewhat polarizing insurance agency support method has its pros and cons, which can vary from agency to agency. There is no “one size fits all” call center, and each are certainly not created equal. But no matter what you’ve heard in the past, this customer support solution is worth investigating for any agency.
by Sarah Deak | Mar 7, 2019
If you’re like most small business owners, you’re constantly struggling to get a handle on how you’re using your time. It seems like there’s never enough to get all your work done. You have numerous areas you want to improve, specifically around serving and gaining customers, if only you could salvage a few hours a week to focus on them.