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
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
touch-points with account managers, via regional and national meetings, and in monthly
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
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
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.
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:
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
We look forward to building on these successes and assisting our clients in growing and flourishing in the years ahead.
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
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 collaboration,
innovation, and support.
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: community-focused partner challenging the status quo.
Innovation is key to longevity in any industry, and the insurance industry is no different. Insurance revolves around people and relationships, making it an inherently dynamic field.
Digital insurance demands seem to change by the day to keep up with evolving customer and agency needs. That’s why we at Partner Platform partner with various tech partners to stay up to date with changing conditions. We as an organization can only be experts in so many areas, so we recognize the need to partner with outside specialists to fill our gaps.
We work with industry groups and tech companies to cover areas like digital document processing and cyber security, among others. Below are a few of our recent posts highlighting these valuable tech partnerships.
Insurance tech advancements are making everyday processes faster and more efficient, and customers are demanding more digital interactions than ever before. Despite the benefits and increasing customer demand for insurance tech, your team may be hesitant to adopt new technology.
This hesitancy is understandable. Change is difficult, and introducing a new process or system to an individual’s workflow can be frustrating. But, the benefits of integrating insurance tech into your agency far outweigh the challenges of overcoming change.
Here are a few ways we’ve seen agencies work to be more receptive to new technology and system updates.
The insurance industry – like others today – is understaffed. In late 2021, an insurance labor market study showed that 53% of agencies planned to “aggressively hire” within 12 months to fill vacancies. The same study also showed that it’s becoming increasingly difficult to fill open positions. As an owner, your insurance agency management relies on knowledgeable staff, but it can be challenging to fill positions in today’s market.
With hiring season just around the corner, your agency needs to focus on how to recruit new talent for your team. Past tactics may no longer work on a younger, more tech-driven workforce. It’s time to expand your outreach, position insurance differently, and look for diverse qualities to keep your agency growing.