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Beyond Insurance Software: Why Your Agency Management Team Matters

Beyond Insurance Software: Why Your Agency Management Team Matters

Your agency management system is among the most critical pieces of technology you use for your insurance software. Every day you rely on your agency management system to create certificates, write new business, and process claims, among other essential functions.

With such a valuable piece of technology, you want more than just a vendor or provider for your agency management system. You need a partner – a partner who focuses on long-term, mutual success. That’s what we are for our Partner Platform agencies – someone in the trenches with them and working for them to make their business run smoother.

We often check in with our Partner Platform agencies to determine what it is about SIS and Partner Platform that they value. Our client stories share various reasons – from service to technology to accessibility – but there are two that stand out: relationship and innovation.

Building Relationship from Day One

The loudest feedback we hear from our Partner Platform agencies is that they value the relationship they have with our team. That relationship starts from day one and continues indefinitely. Our team builds on that relationship, growing trust and confidence at every stage.

The Evaluation Phase (pre-customer)

  • Clear, direct communication with targeted contacts who stay with agencies throughout their decision journey
  • Individualized meetings with each person in the agency, covering what they need to know to feel confident to make the big move to a new system

The Transition and Go-Live Phase

  • Constant communication up to and through the day of transition, defining timelines and what to expect, eliminating surprises
  • Custom learning events before and after go-live with interactive Q&A to share knowledge across the agency
  • Personalized approach – while we’ve done hundreds of implementations, and there are similarities, we know no two are the same
  • Always-accessible support during go-live for questions, support, and problem-solving as needed

Post-Implementation Training Phase

  • On-site, personalized training to address real-life scenarios as they come up
  • Focus on gaining feedback and understanding how to improve training with each transition
  • Online videos and setp-by-step tutorials to supplement in-person support, accessible online anytime

On-Going Support

  • Responsive, comprehensive support at all times
  • Regular touch-points with account managers, via regional and national meetings, and in monthly informational webinars
  • Going beyond answering questions to solving the problem, dedicating all the time needed to resolve issues fully

These points throughout an agency’s experience are what make the difference. Everything looks good in a product demo, but what happens after is what matters. What if you need to make unanticipated changes or want something added to fit your business workflows? That’s where our agencies rely on our innovation.

Committing to Continual Innovation

Technology isn’t static, nor is the insurance industry. We value innovation to keep our team nimble and proactive. And we strive for collaborative innovation, from the macro-level helping agencies compete to the micro-level improving productivity through reducing clicks.

Some of our most notable innovative strategies include:

For us, being a true partner means keeping this collaboration and innovation alive every day. And it’s something we know our Partner Platform agencies value above all else.

Hear directly from our Partner Platform agencies on our client stories page, or get in touch with us to set up a demo and see for yourself.

An End of Year Message from Strategic Insurance Software CEO Alex Deak

An End of Year Message from Strategic Insurance Software CEO Alex Deak

The year 2020 was one like no other: it provided individuals and businesses worldwide with some interesting and rarely seen challenges. Innovation, flexibility, and adaptation were required in increasing measure to reduce risk and make the most of the opportunities that came our way.

For the Partner Platform team at Strategic Insurance Software, the foundational service principles we practice every day were exercised in new ways and to new heights, helping us turn the many challenges of 2020 into some amazing successes. The growth and achievements of the team are truly remarkable.

See more about how our community came together during the uncertainty of 2020

In this unpredictable and challenging year, our team worked with the Partner Platform Community to improve the Partner Platform experience and achieved significant accomplishments including adding and enhancing features such as:

Beyond our product updates, our team also:

Read about one of our most notable 2020 achievements: our Virtual National Learning Event

Through it all, we as a team welcomed a dozen new team members, celebrated births and marriages from afar, and supported each other and our Partner Platform agencies through each new test and transition 2020 brought us.

We are thankful for our Partner Platform Community, who expressed encouragement and appreciation as we worked through the challenges of 2020 together. Countless positive emails and conversations on service team experience and product enhancements make us all exceedingly proud of our team’s commitment, effort, and accomplishments in serving the Partner Platform Community.

We look forward to building on these successes and assisting our clients in growing and flourishing in the years ahead.

Best,

Want to learn more about the Partner Platform team and community? Check out our website at sispartnerplatform.com to find out more.

Connect with Community and Innovation: The Partner Platform 2020 National Learning Event

Connect with Community and Innovation: The Partner Platform 2020 National Learning Event

Community, learning, and innovation are core principles for the Partner Platform team. 2020 has provided many challenges and opportunities for our team to exhibit these principles. We’ve worked together to face the obstacles of social distancing and system interruptions, and innovated with more virtual learning events, enhanced webinars, and online learning to keep our community connected and educated.

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