The community we created echoes that partnership: it’s fueled by innovative collaborators in our agency, technology, and industry partners. With their help, we’re able to stay ahead of the curve and equip our Partner Platform agency management system and insurance CRM to harness future opportunities while providing the service and care our agency customers appreciate today.
Our innovative community includes:
The Partner Platform User Community
Platform User Community is at the heart of everything we do. Partner
Platform users stay engaged with one another through Regional Learning
Workshops, monthly webinars, and access to always available online
resources. We address frequently asked questions in each arena and hear agency
insights on improving operations and maximizing recent system enhancements and
The Partner Platform Board
As part of the Partner Platform User Community, we
have ten individuals representing agencies across the country on our Partner Platform Board. This Board
meets quarterly, once in person and three times virtually. Each meeting covers industry
events, direction of the Partner Platform system, common agency issues, and
how we can continue collaborating to improve every aspect of agency life.
This regular, direct input from agency owners and operational managers is
critical to shaping the Partner Platform system.
To best address our Partner Platform agencies’
needs, we need the best technology partnerships. That’s when we turn
to our Partner Allies, a group of technology partners that bring innovation
and expertise to the Partner Platform system.
Each Partner Ally connection is born out of a
relationship. Whether we’re connected by a Partner Platform agency, another
Partner Ally, or other means, each Partner Ally comes to us because they have a
unique value to our agencies. Aspects of the relationship include technical
discussions, improving how we support our shared clients and discussing
Partner Platform Industry Partners
Along with our technical-focused Partner Allies, we
also foster strong connections with valuable
insurance industry groups. These groups are constantly looking to the
future and have a first-hand view of coming agency challenges and
opportunities. We look to these industry partners for input and advice on improving
customer experience, streamlining operations, and keeping our Partner Platform
agencies equipped for the future.
We are active members of ACT, AUGIE, ACORD,
IVANS, and many other industry groups that bring agents, vendors, and
carriers together to promote standards and the betterment of the industry.
Discover More About Our Community Today
If there’s one thing we’ve learned about our Partner
Platform Community, it’s that the more perspectives we have, the better we can
be. Learn more about how you can add your agency’s voice to our community: get in touch at 800.747.7005,
Option 6, or firstname.lastname@example.org.
How did the COVID-19 pandemic change your insurance
Most agencies are emerging from pandemic lockdown with
their business still healthy – perhaps even healthier for those that benefitted
from restrictions that reduced claims. An agency that emerges from such an
immediate and drastic change with economic strength speaks to their resilience
While financial health is one measurement of the
overall business, strategic health is another. Given the challenges over the
last year, you likely had meaningful conversations with business partners or
significant others about ways to strengthen your independent agency for the
long-term. These forward-thinking conversations are a testament to your
Some considerations to add to your reflection include:
How well did we adapt to shifting work from the office to
How did the shift affect associate productivity and
How did our client experience change?
How did the shift impact agency team culture?
What did we learn about client experience and expectations?
When everything was no longer in person, how did
that impact results like retention and new business?
What new technologies (beyond Zoom) were
highlights for supporting clients?
As we head back to the office, how is the agency
operating differently to improve results?
Over this past year of transitions, we on the
Partner Platform team learned our independent agency clients are adaptable and
nimble. We saw many agencies promote leadership at the top of the agency and in
key “on the ground” roles to meet adversity and find ways to become more
valuable to clients. That ability to rise to the occasion and work as a
team is what sets our Partner Platform clients apart.
Some of the meaningful changes we witnessed among
the Partner Platform client base included:
Commitment to Learning
We saw an openness and willingness to learn at all
levels, including owners. Those working directly with clients, like CSRs
and producers, attended more of our Partner Platform webinars, eager to improve
how they respond to clients. Owners leaned into how to understand the
health of their agency better. And more agencies praised the simplicity of
the Partner Platform dashboards, helping them access key client information as
soon as they log in.
As the stay-at-home orders began to lengthen, we
saw our agency
customer portals, agency-branded
mobile apps, and agency
website design services more rapidly adopted. Agencies were concerned
about how to strengthen the client relationship during this time of distance,
but these features quickly eliminated that fear. Our agencies now had multiple
ways to serve clients with information affordably.
Everything from auto ID cards to certificates and
policy information was easy for clients to access and understand. We heard
from our clients that the insured appreciated the convenience, and these tools caused
clients to view their agency as progressive and personal – a nice
With cloud access, agencies seamlessly moved from in-office
to at-home work without interrupting service. However, some agencies using
in-house systems or even terminal services (sometimes called VPN) found
themselves scattered as they needed to transition to an at-home system.
Too often, they ended up with cloud access that was slow, clunky, and too
disconnected from their main desktop, causing productivity issues. For
agencies like our Partner Platform clients, having a reliable cloud-based
system in place made the transition less stressful and more efficient.
Overall, amidst an unknown crisis, the independent
agent channel rose to the occasion. While there’s still work to do, those
who criticize the independent agent channel for their inability to adapt should
slow down and pay attention.
We’re proud of all our Partner Platform agencies for
taking care of their clients and team during such a challenging period.
Keep up the great work – and we look forward to how we can tackle the
challenges and opportunities of the future.
On a global scale, 2020 has been extremely challenging. The crises of this year have impacted each of us at a personal level. Whether it’s the global COVID-19 coronavirus pandemic, an unstable economy, or divisive politics, we all had to sort our way through this year in unique circumstances. But we have all gotten through it – thanks to enduring support.
We at SIS are proud to serve agencies with our specialized
independent agency insurance system, Partner Platform. Our decision to
serve local, independent agencies was intentional and continues to be a
defining factor in who we are today. Our Partner Platform system and community,
like the independent agencies we serve, grew out of a need for local engagement
and community support.
If you’re still wondering how to improve your insurance agency marketing, the answer is: data.
While that one-word answer is simple, the process of gathering, analyzing, and acting on data isn’t so easy. But if you put in the effort, it’s worth it; that’s why Everest Company found data analytics use in the industry could quadruple in just one year.
With over 70% of consumers looking for insurance quotes online, the data is out there for you to capture. Get your team started with honed marketing by breaking data analytics down into five parts.
You know data is valuable. It’s what we use daily to make decisions, and it’s what we use to measure our successes. But are you using data effectively in your agency?
A wealth of insurance tech is available to capture and manage data, and the coronavirus pandemic accelerated data use in the insurance industry. According to a survey from Insurity, over 80% of agencies plan to “invest more heavily in data and analytics” following the 2020 pandemic outbreak. And with good reason – Willis Towers Watson found that over 66% of agencies say data analytics helped them reduce expenses, and 60% say it helped increase sales.
There are many ways to improve your insurance agency management, but one of the most impactful is hiring the right people. When you have the right people for the right job, you start from an optimal point.
But how do you know who to hire? We’ve got your answers in our latest eGuide, Who You Hire Matters: The How and Why of Hiring Great Producers and Leaders.