We wrapped up another round of engaging Partner Regional Learnings with visits to Massachusetts and Connecticut. The groups of 20-30 each had a great time learning how to maximize the insurance management system Partner Platform and provided great insights into future upgrades and enhancements.
At each Learning, we always see a nice blend of new and tenured clients. This mixture of skill and experience levels leads to stimulating collaboration, with each Partner agency learning helpful tips and tricks for system use.
Partner Regional Learnings are never “another boring software event.” Each training focuses on using the Partner Platform the best way possible and engaging superusers in feedback sessions for enhancements. Ideas vary by state, specifically around state-specific insurance regulations, but are always thoughtful and innovative. Engaging with such a vibrant, creative community is invigorating!
One of the best parts of the Regional Learnings are the questions. Commonly asked questions tend to focus on efficiency. Our Partner agents want to make sure they’re using the Partner Platform the best way possible. We focus on every little click and keystroke, highlighting ways to do more with fewer actions. These shortcuts make a huge difference in areas like document management and certificates. No matter how long someone has used the system, they’ll always learn something new.
We’re grateful our Partner community engages in this way. Agencies who embrace coming to regional events like these, attending webinars and joining us at national industry conferences have a significant impact on the direction of SIS, Partner Platform, and our industry partners. Engagement in the Partner community means shaping our goals and growth, which in turn impacts the growth of our Partner agencies.
It’s been said, “when you know, you know.” This is true for all major moments in life: getting married, having kids, buying a house, and even when you’ll retire. But, when it comes to insurance agency perpetuation, you need to think ahead for that “the time is now” moment.
There is more to building and maintaining insurance customer relationships than meets the eye. While there is no substitute for personally connecting, the way your agency communicates with and about customers can be a big factor in gaining and keeping business. These steps can help get you in the right direction.
Earlier in the year, I wrote a post on some of the top insurance agency reporting methods underutilized by agencies. With so many to share, we’re on to part two. In this post, I’ll outline three reporting tools that will bring you to data wizard status. Start putting these into practice, and you’ll find you can process information faster, easier, and more accurately to help your agency grow.
As Client Services Manager at SIS, I spend a lot of time talking with our partner agencies about their day to day needs around agency management system functionality. One popular topic is how to execute advanced insurance agency reporting through their management system.
Owners, principals, accountants, and other agency staff need to extract and interpret data stored in their management system but are unsure how to get the information they need. In many of our Partner XE Regional Learnings, we review the most popular reports and how to export and interpret them using excel. Below are just a few of the most commonly requested reporting areas.
Once run, all of these reports can be exported to Excel as .xls or .csv files. Once in Excel, you can manipulate data to look cleaner and interpret it in different ways (i.e. as percentages or sums). You can also change formatting so you can easily present data to staff, partners, investors, or other groups as needed.
The best tool I’ve found for data interpretation in Excel is pivot tables. Pivot tables allow the user to summarize, count and extract column percentages against other columns of data without being an Excel wizard. Below is an easy YouTube video on how to use basic functions of a pivot table:
Keeping it Simple with Partner XE and SIS
Reporting can be complex, but it doesn’t have to be. Once you know the data you’re after, you’ve overcome the biggest hurdle. I’ve helped many of our Partner XE users tackle their reporting needs. It’s amazing what you can do once you’ve got a handle on the basics!
Our Partner Learning Center offers dozens of step-by-step videos, our QuickGuides are available 24/7 as a quick refresher, and the SIS staff is always available by phone or email to give that extra helping hand. To find out more about what SIS and Partner XE can offer your agency, contact us at firstname.lastname@example.org or 800.747.7005, Option 6.
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