The Power of the Team: Top Agency Management System Training Tips

The Power of the Team: Top Agency Management System Training Tips

As Director of Client Services, I work with and for our independent insurance agency clients to provide the top agency management system tools and training. Our team has worked with agencies across the country, collaborating with teams of all sizes and experience levels to help them achieve their desired outcomes of productivity, effectiveness and profitability.

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2019 Partner Regional Learning Recap

2019 Partner Regional Learning Recap

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.

Hear from our Partner agencies on our Client Stories page

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. 

Find out more about our Partner Platform training opportunities

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.

We look forward to meeting with all our Partner Community later this month at the 2019 Partner XE User Community National Conference at our Columbus, OH headquarters. Find out more about this and other Partner Community events at https://partneragents.com.

Advanced Insurance Agency Reporting Part II

Advanced Insurance Agency Reporting Part II

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.

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