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.
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Agency and insurance management system data security has always been a top priority for us at SIS. We built our Partner Platform agency management system suite with data safety and cybersecurity in mind, and it continues to be a topic we follow.
This past May, agency data security was one of our key topics at our annual Partner National User Conference, where we heard from industry expert Brad Ruben on how to prevent and prepare for security attacks.
One of the reasons we asked Brad to speak is we know security takes teamwork. Though we are confident we’re providing the most secure system to our partner agencies, they are still at risk if they’re not equipping their staff to watch for cyber-attacks.
This summer, we encourage you to take the time to look at your data security measures and re-commit as a staff to protect your customers. Here’s a little advice to get you started.
Get a full re-cap on our National User Conference from SIS President Michael Doran here
Advice from Experts: Equip and Educate
Archway Computer CEO Brad Ruben’s presentation at our National User Conference had quite an impact on attendees. Multiple agency representatives walked away with practical, actionable advice on how they could better manage and protect their data. Highlights from his presentation included:
Find out why you should be moving your agency data to the cloud
The most significant takeaway was the emphasis on educating staff on data security. Some of Brad’s tips included:
SIS Partner Platform agencies can access the full presentation on PartnerNet
Read more ways to minimize agency data security risks
Mandates from States: Staying Up to Standards
Though you should be keeping your agency data safe no matter what, some agencies are legally obligated to do so by their state. States like New York, Ohio, and South Carolina have individual regulations agencies should know.
We keep our standards in line with the strictest state regulations, ensuring Partner Platform is up to standard throughout the U.S. Some of the measures we use include:
Discover more on our commitment to data security here
Get the Right Data Security Partner in SIS
We make a commitment to our partner agencies to uphold the highest security standards, ensuring they can trust us with their data. We’re partners in security with our clients, working with and for them to create and support sustainable, secure infrastructure.
Hear what our clients have to say about their experience with Partner Platform and SIS on our Client Stories page.
Want to find out more? Get in touch at [email protected] or 800.747.7005, Option 6.
It’s getting colder, things are moving slower, and the out of office responses are growing in number – it’s the end of the calendar year. This is a time for holiday celebrations, gathering with friends and family to look back at the year passed and make resolutions for the one to come.
December is also the ideal time for your agency to slow down, take stock, and establish your own resolutions for growth. Break out agency management system reports and ask yourself: “Where have we been? Where should we go? And how do we get there?”
See the Top Agency Reports to Gauge Sales Success on our blog
Running a successful business requires a great team. And not just the people on the payroll. All members of your community – employees, business partners, service providers, and other connections – impact your efforts in some way. Choosing the right community members has a huge impact on your business.
Your agency management system provider is a part of that community. At SIS we take this role seriously – we’re not just providing our partner agencies with a product, we’re creating an experience. And that experience is partnership.
Learn more about who we are at SIS and what partnership means to us
The Partner XE community closed out 2017 with a unique Regional Learning experience. Partner agencies joined us from Pennsylvania, Michigan, Ohio, and even New York state to participate in our first ever track-based Regional Learning event.
When Lara Moffitt began as CEO of MHJ Insurance, her first order of business was to find a new agency management system. She knew their old system was complicated, expensive, and had poor customer service. It was clearly time for MHJ to make a change.
So, Lara rallied her team to start their search for a new agency management system provider. The three-month-long project included a series of interviews, demos, and plenty of internal discussions about what was working and what wasn’t.
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.