As SIS President, one of the most enjoyable experiences I participate in are the Partner XE Regional Learning Workshops. These learning events serve our independent insurance agency clients in many ways: investigating industry trends, illustrating how to maximize Partner XE’s capabilities and connecting users with the SIS team. Most importantly, these workshops accomplish an important goal—creating and fostering the Partner XE Community.
Over the years, these learning workshops have grown in popularity. As the number of agencies choosing SIS grew (and continues to grow), the community of clients soon called for a stronger regional focus. We responded with smaller regional events, closer to our clients. These localized, intimate settings mirror our users’ agencies and enable independent agents in the area to develop relationships with one another. Creating these opportunities to network and learn is an important part of making our Partner XE Community great.
The SIS team always comes prepared with Partner XE demonstrations and tutorials targeting agency-specific needs. Yet in each session, community members soon take the lead. Members are eager to share with each other creative ways to use Partner XE to achieve the results they’re after. Our team may start the conversation, but it’s our clients that provide the best insights.
Connections fuel development.
The conversations and relationship-building moments at each workshop are significant. When independent agents are given this time to connect, they learn from one another and get better together. Our clients bring expertise and experience to each workshop, asking questions and making requests to improve the Partner XE system. This attitude is unique to our Partner XE community. I hear time and again from agents that they leave the Regional Workshops feeling energized, knowledgeable, and connected. For me, there is no higher praise.
The more clients work with SIS, the more they realize we’re not the typical agency management system provider. And that’s by design. As we continue to grow and evolve, our investment in the Partner XE community increases, too.
Want to know more about our innovative Partner XE user community? Contact us at [email protected] or 800.747.7005, Option 6. I look forward to hearing from you!
Texting has quickly become one of the most popular and efficient pieces of insurance tech. Almost 90% of consumers say they’d like to be able to text businesses. It improves communication by making it easier to get in touch and get a response from customers and prospects, streamlining outreach with automation and integration into agency systems. Studies show that 98% of text messages are read, compared to 20-30% of emails and phone calls.
Texting is one of the tools all your team members can use, from producers to CSRs, as it speeds up communications and helps your agency move.
Social media marketing is nothing new in the larger marketing industry but may be novel for independent insurance agencies. This tool is something all agencies should include in their insurance agency marketing strategy for several reasons. Social media can help your agency show off your expertise, build trust with customers and prospects, and help you better engage your customer base. For independent agencies, social media is an excellent tool to amplify their valuable local and personal connections with their communities.
Whether your agency is on social media or not, you’re being discussed in the social media space. Join in that conversation! Get your agency started by following a few simple dos and don’ts in the social media sphere.
The insurance industry isn’t known for embracing change quickly: maintaining the status quo can seem easier than adapting new insurance tech. Despite this, insurance agencies tend to face a greater cybersecurity threat than other small to medium-sized businesses due to the sensitive and valuable data they collect from numerous avenues.
With cyberattacks on the rise, and the COVID-19 pandemic forcing many agencies to leave the traditional way of doing things behind, the need for insurers to maintain cyber regulation and compliance has never been greater.
With this in mind, here are four ways insurance agencies can secure their insurance tech to protect their business, employees, and clients.