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.


Advanced Insurance Agency Reporting

Advanced Insurance Agency Reporting

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.

Get tips on tracking your agency here

Top 5 Insurance Agency Reporting Categories

  1. Book of business reports: includes number of active clients, clients by total premium, clients by active policy count, and personal vs. commercial business.
  2. Production reports: includes producer production report and carrier production report.
  3. Expiration lists: includes policies expiring in next 30-90 days (run this by producer or CSR managing accounts).
  4. Cancelled policies: includes looking back (cancellation confirmation) and looking forward (cancellation requests).
  5. Retention Reports: includes what book of business looks like year over year and compares expansion vs. contraction.

Does your agency have a data tracking strategy? Find out why you need one

Exporting and Interpreting Reports

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!

Read more on SIS’s customer support on sispartnerplatform.com

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 sales@sisware.com or 800.747.7005, Option 6.