It’s October: time for football, pumpkin flavored everything and of course annual price increases.
Each year around this time, providers update premiums on cable, satellite radio, agency management systems, and other products. I can’t blame them. Inflation affects us all. Yet, like a quarterback on fourth down, these changes prompt a mad scramble to get my money’s worth. Do I switch to a new provider? Do I cut my services? How can I get more out of what I’m paying?
When it comes down to it, I have the option to adjust what’s happening. Rather than accept what is “given” to me, I can call an audible and change the play. For agencies, this can look like reinvesting in learning, taking advantage of resources, and looking for ways to gain the advantages available to them.
See how you can get the most out of your system here.
Until I sat down to write this post, I’d never considered this option. And I’m not alone.
I work with agencies on a regular basis and find many aren’t maximizing use of their management system. They overlook capabilities like email integration and customized reporting, paying for time-savers they never use. For many, their agency management system is one of their highest expenses, yet their most underutilized.
Sadly most agencies simply don’t know where to go for help. As a National Account Manager for Strategic Insurance Software (SIS), it’s my mission to ensure clients never feel this way. I strive to connect each agency with tools to use our Partner XE agency management system to its fullest so that they get the most out of their investment. Tools like:
- Personalized onsite and online training workshops walking clients through the most efficient ways to use the Partner XE system
- Monthly webinars targeting how to best utilize specific capabilities, workflows, and systems
- Online Knowledge Base, QuickGuides, and Learning Center linking users to step-by-step guides and how-to videos
See how one Utah agency reinvested in their business here.
These are just a sampling of the many learning resources we provide to our clients. But, the greatest resource is the clients themselves. We at SIS look for ways to connect clients, encouraging them to share best practices and learn from each other’s mistakes. Through regional learning workshops and client-run workgroups, our agency partners are constantly investigating and improving the Partner XE management system.
Through these tools and networking opportunities, we help our clients get the first down they need. I challenge you to do the same.
To find out more, connect with us at [email protected]
Luke Purnell joined SIS in 2012 and has held roles in business development, sales, account management and implementation.
As SIS’ Director of Implementation and Account Management, Luke provides agencies with a point of contact during their transition to the Partner Platform. In addition to client outreach, Luke plays a key role in software demos, providing up to date content for training support and ensures continuous improvement throughout the client transition experience.