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.
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.
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:
CPA
Chris Ryan, Partner at Donovan, Sullivan & Ryan, speaking on agency valuation
and perpetuation
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.
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.
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 [email protected].
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!
PwC’s
U.S. CFO Pulse Survey, its sixth since the onset of the COVID-19 pandemic, found
54% of CFOs plan to make remote work a permanent option, 1/3rd plan
to invest in better tech-driven products and services, and 63% plan to change
their products and services as a response to the coronavirus pandemic. Agency
owners face similar decisions as they continue to navigate how to handle
shifting priorities, keeping customers and employees safe while looking out for
their bottom line.
In an increasingly mobile and connected world, your agency needs to respond by transforming to a digital insurance agency. Your employees, customers, and prospects are accessing more information digitally than ever before. Is your agency equipped to mitigate the risks associated with the digitization of insurance? These steps can help you prepare your team and your business.
As your agency transitions back to “business as usual,” you’ll
likely focus on how to gain new clients and serve current clients better. We
hope this list of our recent posts on how to gain insurance clients can help.
The COVID-19 coronavirus global pandemic has hit the
world hard in many ways. One of the most notable is the effect on disrupting
business operations. In this post, we look at how to get insurance clients as your
agency adapts operations and gets back up to speed.
Automation plays a significant role in many industries, and insurance is no exception. The rapid innovations of insurtech have thrust data and automation into the forefront of ways to improve and enhance agency operations.
One of the most prominent data automation uses is in the underwriting process. Due to digitized automation processes, agencies are seeing loss ratios decrease and overall premiums increase. According to Willis Towers Watson, over 60% of agencies surveyed say the predictive analytics of automated underwriting have reduced issues and brought down expenses.
Underwriting automation has great value, but the wealth of data and required processing power can be daunting for the average agency. Yet, if your agency can put in place the right processes and people to gain and manage underwriting data, you can see a big change.
A lot has changed over the past few years due to the unexpected disruptions of the COVID-19 pandemic. All industries felt the impact, and the insurance industry is no exception. One of the most notable disruptions is the speed at which changes took place, especially around customer expectations and marketing.
What Your Agency Needs to Know About Insurance Marketing
Changes in insurance agency marketing that were projected to solidify in 5 to 10 years ended up evolving rapidly in just two. Chances are you’ve already made some of these adjustments to keep up with immediate demand, but there are other more “behind the scenes” adjustments agencies are making that you should note
The COVID-19 outbreak in 2020 left a lasting impact on the world, including how we do business. Quarantine and frequent lockdowns forced us to stay home, and the changes in customer expectations, work environments, and operations remain today.
Insurance agencies that weathered these changes have a few things in common. For one, they had the right insurance software to make the quick transition to remote work and service. Secondly, they have an enduring attitude of being open to change and a readiness to adapt. While we cannot predict what will disrupt the market next, we can use these markers to prepare with the right mindset, tools, and systems for the next unexpected interruption.
