Blog
Insurance Prospecting Software – The What and Why of the Top Three
As businesses begin to re-open across the country, many need to re-assess their prospecting strategy. As you look into your agency’s insurance prospecting software and strategy, these three tools should be in your toolbox. When it comes down to it, insurance...
Preparing for Transition: Top Agency Management System Tools and Tips
After closing in response to the COVID-19 novel coronavirus, many businesses are now preparing their operations for re-opening. There are some top agency management system tools and transition tips that can apply to any change your agency experiences, including one...
Our SIS Partners: Why We Partner and How They’re Stepping Up to the Plate
In these uncertain times of the COVID 19 novel coronavirus, community is more meaningful than ever. SIS CEO Alex Deak shares about the SIS Partner Platform community partners: from tech to industry organizations to regional groups, we’re committed to connecting for...
Fighting the Slump: How to Get Insurance Clients and Get Back up to Speed
The COVID-19 coronavirus global pandemic has hit the world hard in many ways. One of the most notable is the effect on disrupting business operations. In this post, we look at how to get insurance clients as your agency adapts operations and gets back up to...
Working Remotely, Working Securing Protect Your Agency with These Work-from-Home Webinars from Strategic Insurance Software
Our Partner Platform agencies, like so many others across the world, have been forced to embrace agency-wide remote work, sometimes with days’ or hours’ notice. As we adjust to this surprise shift, we turned to our trusted partners for help. See below for two guest...
What Your Customers Want: Changes in Expectations in The Digital Insurance Age
As we adjust to a new normal of work from home due to the COVID-19 novel coronavirus, we at SIS and Partner Platform are committed to bringing you content to help you connect effectively and safely with digital insurance tactics. According to Salesforce, 67% of...
The Insurance CRM –The Top 6 Reasons You Need it to Stay Relevant in the Market
As we adjust to the restrictions in place to slow the spread of the global COVID-19 (novel coronavirus) pandemic, we offer solutions for insurance agencies to mitigate loss and keep their community safe. Many independent agencies grew out of sheer grit and...
Digital Insurance Tools and Tips for Disaster Contingency
Disasters, by nature, are unexpected. We hope one never hits, but must be prepared once it does. The recent coronavirus pandemic is evidence of the unexpected becoming real, and businesses across the world are learning how to cope. When it comes to planning for...
Must-Have Agency Software: Self-Service Portal
Client self-service portals are not just essential insurance agency software; they’re part of the global consumer-based business market. According to Microsoft, 90% of consumers worldwide expect organizations to offer a self-service portal. And a Zendesk survey showed...
Your Cost and Efficiency Saving Solution: A Paperless Insurance Office
A recent CompTIA press release showed almost 80% of U.S. companies are working towards a “less paper” office. We’ve been talking about the benefits of a paperless insurance office for years, but now the data is really starting to roll in. Advances in scanning and...