Blog
Top Agency Management System Customer Service Tools: Mobile App
Mobile apps are quickly becoming the latest “must-have” for top agency management systems. And it’s no surprise – mobile has taken over everywhere. Smartphone users check their mobile phones an average of 63 times a day. More than 60% of U.S. consumers prefer mobile...
Insurance Retention How-To: Retaining and Gaining Referrals
Insurance retention or renewals are likely the top goal for most agencies. Client retention and referrals are the dream. You can have both. With the right tools and a solid marketing plan, your agency can retain and gain a client base at a predictable, comfortable...
Top Insurance Prospecting Software for Referral, Retention, and Expansion
While many of the “old school” ways of insurance are still valued, the idea of passive prospecting no longer holds. To stay competitive, independence agencies need insurance prospecting software and a clear outreach plan. Here are some of the ways agencies can up...
Top Digital Insurance Tools: Why You Need Texting
According to Pew Research Center, 95% of Americans own a cell phone. And 90% of texts sent to those phones are answered within three minutes, making it no surprise texting response rate is 8x higher than email. That’s some serious marketing capital your agency needs...
Your Insurance Software Resolutions: The Top 5 Tools You Need in the New Year
We’re almost a month into the new year – how are you doing with your resolutions? If you’re like most people, some have stuck and others have fallen to the wayside. One resolution you need to keep is upgrading your insurance software. The digital “trend” is no longer...
Announcing Partner Platform’s 2020 Updates
It’s hard to believe a new decade is here, and it’s a special one for us here at Partner Platform. We recently celebrated our 10th anniversary and are looking forward to the decade to come. As an agency-focused provider, we’re dedicated to giving our Partner Platform...
Do You Know What You’re Missing? The Top Management System Tech of 2020
Your agency management system is the hub of your agency. It’s the center of your data, the place through which almost all your processes flow, and the one piece of technology designed to help you work more efficiently. But chances are you haven’t updated your...
Insurance Agency Marketing for the Generations (2020)
As of today, there are at least four different generations in the market for insurance, and their needs cover the insurance spectrum. So, too, do the means of insurance agency marketing required to reach them. Though there is some overlap in generational preferences,...
Partner Platform’s End of Year Message from CEO Alex Deak
As an eventful 2019 comes to a close, we at SIS are pleased to see our mission and values reflected so well in the past year. We’re thankful for the Partner Platform community of agencies and their continued support and feedback that makes us who we are:...
Our Top 10 Posts from 2019: Insurance Software, Prospecting, Perpetuation, and More
Over the past year, we’ve delved into the topics most important to our Partner Platform community and all independent insurance agents and owners.. From the top insurance software you need to make it in the digital world to how to pass on your agency, we’ve covered it...