John Britton and his team at The Insurance Shop take pride in providing personal, commercial and farm policies to the people of Odon and Loogootee, Indiana. This group of friendly, caring, and loyal people work together to serve their customers as a team. The goal: to make life less complex for the local businesses and families they serve.
After a decade with their agency management system provider, John and his team realized they needed a provider that would make their life easier, too. They started looking for a team player that wouldn’t increase costs. So, when they received a call from SIS National Account Manager Luke Purnell, they took a moment to listen…and liked what they heard.
“One word: Service. No other provider out there can compare with SIS,” said John of the partnership, “We know the people at SIS, and they know us.”
We talked with John about The Insurance Shop’s decision to switch to Partner XE and SIS. He shared wisdom such as:
We love hearing from our partner agencies about their Partner XE experience. You can read more of our conversations with other Partner XE agencies on our client stories page. Or, experience Partner XE and the SIS team first-hand: contact us at [email protected] or 800.747.7005, Option 6.
When Denise Joy joined Elizabethtown, KY-based Bluegrass Insurance Services in 2012, she was excited to be part of a hard-working, fast-growing business. The Bluegrass motto “We’ll do anything” speaks to the level of service and personal attention found in this independent insurance agency.
However, it quickly became clear Bluegrass’ needs were growing, but their insurance management system was not. Denise described the system as “cumbersome,” coupled with out-of-touch support and zero training. Suffice to say it was time for a change. “We realized our agency was growing and we had to get a better solution,” Denise said. “We couldn’t wait any longer.”
So, Denise and her team reconnected with a provider and system they’d demoed previously: SIS and Partner XE. With SIS and Partner XE, Bluegrass found a partner that listened and a system that evolved with them.
When asked about the switch to Partner XE and SIS, Denise had this to say: “They have people who are willing to help when you reach out, no matter what your need may be. You just can’t beat that level of attentiveness and support.”
We talked with Denise about Bluegrass’ insurance management system transition including touching on:
What led them to seek a new management system solution
When Kathy Mulder of Nolan Insurance Agency heard her current management system was being retired, she did anything but panic. With nearly 50 years of service behind them, Kathy and her team knew this was an opportunity to find a provider they could keep for another 22 years.
“We hosted over 12 different agency management systems and asked them questions to uncover whether they could help us provide the level of customer service, and solid insurance solutions our customers expect,” Kathy said of the evaluation process. SIS and Partner XE were among those dozen providers.
We talked with Kathy to find out what she was looking for in an agency management system provider, and how SIS and Partner XE fit the bill. In our conversation we covered:
Since its founding in 1919, Sweet and Associates has been a family-owned and operated agency serving the Detroit area. Jim Waun is the fourth generation of his family to run the agency, stepping into the role with a lifetime of experience growing up in the industry. His years of experience led Jim to make a bold decision: ditching the system they’d been with for 20 years and switching to a new agency management system provider.
“It was outdated, plain and simple,” Jim said of their old system. “It had ease of use, but you couldn’t do much with it. Besides that, the cost was far too high. Cost was a big impetus to us making a change.”
We talked with Jim about what prompted him to make the switch and what led him to SIS and Partner XE. In our conversation, we covered:
Finding a system with the functionality that fits your agency
The team at Strategic Insurance Software (SIS) is excited to announce the update of the latest round of Partner XE enhancements in the Partner XE 2017 Fall Update. This update includes additional lines support, expanded download capabilities, enhanced client and account management, and upgraded reporting and analysis features.
Each update and enhancement comes directly from Partner XE users. “We continue to enhance and expand Partner XE’s capabilities to meet the growing and changing needs of users,” SIS CEO Alex Deak said of the update. “This latest update contains over 50 enhancements to workflows and features requested by our clients as well as support for more commercial lines of business. It also includes support for the Partner XE Proposal Creator and Client Access Portal, which make Partner XE more valuable to agency users and clients.”
The update adds full support for Garage and Dealers Line of Business as part of SIS’s ongoing commitment to enhancing agency commercial lines capabilities. There are also enhancements to reporting, including new filter screens and options. Existing reports have been updated and new reports added in an effort to prioritize business analytics, helping agencies understand and improve their customer service and retention.
Alison Van Wyk of Partner XE agency Van Wyk Risk Solutions praised SIS’s continual drive to improve. “We’re always impressed with each new Partner XE update, and this upcoming one is no exception. SIS recognizes there is always room to grow, and they really take agencies’ needs to heart when crafting enhancements. In this update, we’re most excited about the new reporting options and features. This will allow us to better analyze our agency data, leading to improved operations and service.”
Highlights of the coming update include:
Claims Download and updates to Claims Management Screens
Improvements to Certificate Management
Ability to cross reference client profiles
Document category sorting
Updates to exit steps
ACORD form generation from QuickMenu
Addition of policy history description field
SIS Director of Product Management Bryce Lee called the Partner XE 2017 Fall Update the “most exciting update to date,” adding, “We have enhanced several areas of the system to improve user experience, cut out steps to make our clients more productive and added some exciting new reporting capabilities. We are also releasing several brand-new features, like claims download, which will make a huge difference for our agency’s day-to-day operations. Thanks to our Partner XE User Community Board and endless brainstorming meetings with agencies across the U.S. we’ve put together another powerful update.”
Partner XE agencies will receive the update in mid-October on a rolling basis. The SIS team will host webinars outlining each update capability, and always-accessible Quick Guides will provide users with step-by-step instructions on how to best utilize each capability. To find out more about the update, Partner XE users can visit https://partnerxe.net/partner-xe-2017-update.
When Lara Moffitt began as CEO of MHJ Insurance, her first order of business was to find a new agency management system. She knew their old system was complicated, expensive, and had poor customer service. It was clearly time for MHJ to make a change.
So, Lara rallied her team to start their search for a new agency management system provider. The three-month-long project included a series of interviews, demos, and plenty of internal discussions about what was working and what wasn’t.
Innovation is key to longevity in any industry, and the insurance industry is no different. Insurance revolves around people and relationships, making it an inherently dynamic field.
Digital insurance demands seem to change by the day to keep up with evolving customer and agency needs. That’s why we at Partner Platform partner with various tech partners to stay up to date with changing conditions. We as an organization can only be experts in so many areas, so we recognize the need to partner with outside specialists to fill our gaps.
We work with industry groups and tech companies to cover areas like digital document processing and cyber security, among others. Below are a few of our recent posts highlighting these valuable tech partnerships.
Insurance tech advancements are making everyday processes faster and more efficient, and customers are demanding more digital interactions than ever before. Despite the benefits and increasing customer demand for insurance tech, your team may be hesitant to adopt new technology.
This hesitancy is understandable. Change is difficult, and introducing a new process or system to an individual’s workflow can be frustrating. But, the benefits of integrating insurance tech into your agency far outweigh the challenges of overcoming change.
Here are a few ways we’ve seen agencies work to be more receptive to new technology and system updates.