Here at Strategic Insurance Software, there is one thing I am most looking forward to in 2019: the Partner XE Community National User Conference.
You recently heard from us around ideas for building a successful sales team, answering the age-old question: “how do insurance agents get clients?” Some of the key ideas we shared were:
As we head into summer, the Partner XE team is back in our Columbus headquarters wrapping up a nine-state Regional Learnings tour over the past few months. We’re grateful for the turnout and collaboration with the Partner XE User Community in Massachusetts, Connecticut, Pennsylvania, Wisconsin, Minnesota, Missouri, Iowa, Illinois, and Ohio and look forward to visiting even more regions in the Fall.
We’ve packed our bags and are ready to hit the road! This past month, Jake Thaxton, Manager of Client Services, and I headed east to start off our 20-city Partner XE Regional Learnings tour. (more…)
This past month we came back for round two with the Insurors of Tennessee at their Nashville headquarters. This year’s Regional Learning brought attendees from multiple states to learn about the latest Partner XE enhancements and updates. Community members came from across
Attendees got first-hand expertise from SIS’s Jake Thaxton, Nick Massaro, and President Michael Doran. Each played an important role in facilitating theTennessee, Kentucky, and Georgia to experience these new capabilities and find out how to most effectively integrate them into their agencies for increased efficiency. training. The Regional Learning could not have happened without the efforts Insuror of Tennessee’s own Daniel Smith and Ellie Small, whose coordinating efforts created a positive experience for everyone. Special thanks to Indium’s Margot Koester for joining us and sharing Indium’s independent agency-specific training curriculum.
Get to know some of our other insurance industry partners
Jake Thaxton, SIS Client Services Manager, led the training sharing his broad knowledge and sense of humor. Many attendees were returners from last year’s training and came prepared with questions and comments to further improve the Partner XE system. The sense of camaraderie, collaboration, and learning was evident throughout the day.
One attendee put it best: “Rarely do I make that drive and leave happy I took a day out of the office. This event was one of those days where I was genuinely pleased to have (attended).”
We feel the same. Many thanks to all who made the trip! We look forward to continuing our collaboration and seeing everyone again in 2018.
Find out more about our Partner XE User Community events, including our upcoming Regional Learning at our Columbus headquarters, at partneragents.com. We hope to see you at our next event!