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.
This November, we’re in a particularly thankful mood as
we reflect on the ways our Partner Platform community and system have grown
this year. SIS
President Michael Doran shares his thoughts on what our agencies and
we have done to create the best agency management system experience this year
and for years to come.
The 2019 Partner Community National Conference held May 9th-10th in Columbus, Ohio was a memorable event on many levels, including celebrating 10 years since the current leadership team acquired SIS and launched the Partner XE management system, precursor to the Partner Platform.
Collaboration and Innovation from Industry Leaders and Experts
I have many wonderful memories reflecting on the journey of the last decade, including the progress made to the Partner XE agency management system and the growth of the Partner Community. During our National User Conference, we celebrated all these accomplishments, but the main focus of the event was on continual improvement around serving our Partner clients today and into the future.
At the conference, attendees heard from industry influencers like Steve Anderson, Mary Eisenhart Belka of Eisenhart Consulting, Brad Ruben of Archway Computing, and Carey Wallace of Ohio Insurance Agents (OIA). We also held several panel discussions on perpetuation, group sessions on targeted topics like accounting and client engagement, as well as a unique presentation on leadership by John Rue from Built to Lead.
See what else we’ve been up to this year with a look at our 2019 Regional Learnings
Attendees hear a welcome address from SIS CEO, Alex Deak
Inspiration and Connection in the New Partner Platform
And if that wasn’t enough, over 30 learning sessions were standing room only, focused on helping Partner clients learn and grow. While the learning was going on, we introduced the new Partner Platform: a response to our Partner clients looking for a system that does great agency management as well as integrates more effective client retention and new business capabilities.
The fully integrated Partner Platform system includes great policy and financial management in Partner XE, simple and integrated sales and marketing capabilities in Partner XL, and innovative client self-service options in Partner Connect. The combination of all three delivers a seamless experience that stretches from prospect to renewal and covers everything in between.
Find out more about the Partner Community at partnetagents.com
Anticipation of the Innovation to Come
Thank you to all Partner clients and speakers who made the trip from all over the country to celebrate, collaborate, and innovate with us. We continue to receive an overwhelming volume of positive feedback, with attendees saying they look forward to returning next year, with more colleagues in toe.
We look forward to continuing the momentum in the Partner Community with more regional learning events, connecting, collaborating, and innovating the Partner Platform and growing the Partner Community for years to come.
Find out more about our community and the Partner Platform at sisparterplatform.com.
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: