“It’s also remarkable how quickly we can get new staff trained in using Partner Platform. With our previous provider, there wasn’t any real training. With Partner Platform, 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.” 

Phil Richard, Owner, Phil Richard 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

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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