How to Choose the Best Agency Management System for Your Agency

How to Choose the Best Agency Management System for Your Agency

With so many options and diverse needs, it can be challenging to determine how to choose the best agency management system for your agency. Are you looking for ease of use? Quality training? Integrated systems? Robust marketing? Is it possible to find a system that meets all your varying agency needs?

Chances are, there is a right system out there for your agency – if you know how to look for it. Narrow your options by starting with the base “must-haves” for any management system.

Your Management Systems Musts

  1. Customization. Find a system with the ability to create custom workflows, personalized dashboards, and agency-unique data fields.
  2. Ability to upgrade. Tech moves fast, and you want your management system to be malleable enough to keep up. Find a system with update-able tech.
  3. Cloud-based. You don’t want access tied to one physical location – give your team flexibility with cloud-based access.
  4. Security. The data you store in your management systems is valuable, and you want it to stay protected with top-of-the-line, disaster-proof storage.
  5. Quality training. A great management system is only as good as your ability to use it – look for a system that comes with personalized training and always-accessible refresher guides.

Beyond these base elements, there are a few standard additional capabilities your agency may need to fit your unique service.

Best Management System Capabilities to Improve Service

  1. Integrated website. You need a quality website to stay competitive in today’s market and should have it integrated with your management system to streamline service.
  2. Client Portal. Self-service client portals are becoming a must-have across industries, including the insurance market. Give your customers the best tools with an integrated client portal to access and update their policy information.
  3. Integrated accounting. Save time, speed up processes, and improve fiscal decision-making with all your accounting data in one place.
  4.  Email integration. Use integrated email to send messages right from your management system and automatically attach all incoming and outgoing messages to each constituent profile, streamlining processes and improving E & O coverage.
  5. Texting integration. Texting is a common communication tool among your customers – leverage it to send and receive critical coverage information and keep prospects and customers updated on agency news.
  6. CRM and Marketing Automation. These essential prospecting tools can help you gain and leverage vital data, empowering you to improve sales and marketing and grow your agency.

Find What You Need with Partner Platform

Our Partner Platform agency management suite starts with the basics in access, security, and customization and offers all the essential integrations to serve your agency’s unique needs. Our dedicated team works with each Partner Platform agency to provide in-depth, personalized training and a host of always-accessible resources to keep agencies informed.

Let us bring you the tools to achieve exceptional customer experiences, win more business, and grow your agency in the long term. Get in touch at,  800.747.7005, Option 6, or fill out a simple contact form here to find out more.

Money Matters: Our Best Insurance Accounting Software and Training Blogs

Money Matters: Our Best Insurance Accounting Software and Training Blogs

Small businesses point to accountants as some of the most important professionals for their business. That may be because 60% of small business owners say they don’t know the first thing about finance and accounting. As a small business owner, you can probably relate. Many independent agency owners find themselves in an accounting crash-course when they start or take over their business. How can you beat the odds to get a grasp on your agency’s finances and position yourself for future growth?

The answer is quality insurance accounting software and training. In fact, close to 65% of small business owners make use of accounting software. With the right technology, you can make your agency finances more manageable and even find a way to bring on an expert with the money you save. To get you started, here are some of our best insurance accounting posts.

1. Getting Your Insurance Finances in Order eGuide

More than just a blog post, this eGuide provides a wealth of tips on how to get your agency finances set up right. With a solid base, you’re ready to delve deeper into assessing your weaknesses and opportunities.

2. Integrated Insurance Agency Accounting

As the name implies, this post looks at the benefits of integrating your management and accounting systems. When all your financial data is stored in one place, you’ll be able to improve invoicing, reporting, and agency commission processing, among other procedures.

3. Ask a CPA: Insurance Agency Support for Perpetuation, Mergers & Acquisitions

Passing on, purchasing, or acquiring an independent insurance agency can be confusing and convoluted. We asked our partners at accounting firm Donovan, Sullivan, and Ryan to answer the tough questions.

4. Ask the Experts: Top Financial Questions and Best Accounting Software for Insurance Agents

Before we talked to our accounting experts about perpetuation and M&A, we looked to Donovan, Sullivan, and Ryan CPA and Partner Chris Ryan and our in-house expert, Director of Product Management Bryce Lee, to talk best accounting software for the independent agency. In this post, Chris and Bryce cover common accounting questions, how to face challenges and the best tools to manage accounting in insurance.

5. Five Insurance Agency Accounting Blogs to Add to Your Summer Reading List

We pride ourselves on bringing our readers the best agency accounting information, but we know we can’t contain it all. This post highlights some of our favorite blogs for the latest in insurance accounting and finance.

Get the Right Accounting Software and More from the Experts at SIS

Get more in-depth information about our insurance accounting software offerings and hear directly from our Partner Platform agency clients by visiting our website.

To see Partner Platform’s accounting in action, get in touch with our team to schedule a demo today.

Making the Sale: Our Best Insurance Agency Marketing Blogs

Making the Sale: Our Best Insurance Agency Marketing Blogs

This past year, one of our team’s major focuses was insurance agency marketing and how we can get the best tools to our Partner Platform agencies, helping them build and grow their agency brand. From our integrated Marketing Automation Manager to our Partner Connect custom website, app, and Client Portal offerings, we spent hours gaining feedback and perfecting our sales and marketing offerings.

Beyond these tools, we also provided a wealth of information on how agencies can build their brand and grow their business on our blog. As we start a new year, we hope you’ll benefit from some of the tips and tricks we’ve captured.

Our Top Insurance Agency Marketing Blogs

Looking for more quality content? Check out our entire blog archive here.

Teaming Up for Our Virtual National Learning Event: What We Learned from Our SIS Partners

Teaming Up for Our Virtual National Learning Event: What We Learned from Our SIS Partners

Last year, we began planning our 2020 Partner Platform National Learning Event. While we expected it to be different from our 2019 event, we never anticipated the COVID-19 global pandemic challenges. Yet, our innovative and adept team and SIS partners readily came together to form our first Virtual National Learning Event.

On October 15th and 16th, we welcomed over 750 registered guests for two days of learning. Guest speakers and our dedicated staff lent their expertise, and well over 3,000 views poured in as attendees participated in an average of five sessions each.

Read more about our response to the COVID-19 pandemic here

Two Days of Connections, Growth, and Insight

Over the two days of the event, the Partner Platform community encountered great insights from all who came, delving into engaging questions and continuing to sharpen the Partner Platform tools and experience.

Alex Deak  kickoff meeting National Learning Event
SIS CEO Alex Deak kicks off the National Learning Event with a nod to the many SIS Partner Platform partners

As CEO Alex Deak kicked off the event by covering SIS Partner Platform’s 2020 milestones, he also delved into what’s to come in 2021. Then, he turned things over to keynote Dr. Debra Jasper, Founder and CEO of MindSet Digital, who spoke on one of the event’s central themes: remote work and the power of digital connections.

After a Partner Platform 2020.4 overview from Director of Product Management Bryce Lee, the event turned to simultaneous presentations on one of three learning paths: agency growth and retention, valuation, and Partner Platform best practices.

Guest speakers included:

Bryce Lee joined SIS President Michael Doran to wrap up the event, sharing about “The Future of Partner” with updates on coming improvements and enhancements in 2021 and beyond.

Get a quick recap of our 2019 User Community National Conference here

Hearing from the Partner Platform Community

Immediately following the event, our team was flooded with feedback – a hallmark of the Partner Platform community. Some of the responses included:

I really enjoyed the webinars. I felt like I learned something in each one I attended. As always, I am very impressed with Partner and your team.
Good job!!

Amazing seminar these past two days! Thank you for all of the great information and updates. It was nice putting faces to names. It was also nice because we felt heard. A lot of things we had inquired about and proposed were being addressed. So, thank you and the Partner team for that.

Just wanted to thank Partner for the past two days of webinars. I learned so much.  It’s nice to know your company is always moving forward with technology.  So user-friendly, so glad we become customers!

Thank you!! We started using SIS at least eight years ago at my agency and have always appreciated your customer service and willingness to listen to our needs as an agency. You have come so far since the early days, and love all the innovation and improvements.

Take a look back on a decade of service in our 2019 10th Anniversary Video

Thank you to all who attended, provided feedback, and contributed to our commitment to always innovate and grow.

If you have additional thoughts or feedback, please get in touch at And, if you missed sessions or want to revisit any of the workshops, all Partner Platform users can access the recorded sessions on PartnerNet here.

Thank you again, and we look forward to seeing everyone again next year!