Unisource Insurance and it’s 20+ employees have been a southern Wisconsin staple for close to 40 years. Founder Paul Brunner started out selling life insurance after hours and grew it to a full-time operation. As the agency continued to develop, Paul hired on his brother and other family members to keep up with expansion. When Paul’s daughter Andrea Nelson and her husband, Bob, took ownership of the family-run business, Andrea saw a new opportunity to grow: upgrading their agency management system.
Moving from a 25-year legacy system wasn’t easy. But, Andrea saw the potential for updated technology, better value, and improved service. After big-name providers fell flat, Andrea found Partner XE and SIS. She sat down with us to talk about why SIS was the right fit. Our conversation covered:
- Harnessing technology for maximum efficiency
- Identifying personalized service
- Managing the management system transition
- Collaborating for continual system improvement