Using automation technology to enhance your business Best Practices Part 2: Real Time Did you know that according to Jeff Yates, Executive Director of ACT “Real-time inquiry and servicing are saving 50 minutes daily for those employees using the functionality (in...
Using automation technology to enhance your business Top 10 “Universal” Agency Management System Best Practices Looking to simplify workflow and improve agency productivity? Want to use automation technology to transform and grow your business? Read on. At SIS we...
10 Things Agencies Do Right (and Wrong) with Agency Management Systems: The Good, The Bad and The Opportunity Earlier this month Insurance Journal published an article 10 Things Agencies Do Right (and Wrong) with Agency Management Systems. In the article,...
Independent Agents Share Their Insurance Marketing Strategies People like to talk about “growth” but growing is rarely easy. Especially growing an independent insurance agency. Retaining or expanding existing client relationships and developing new client...
Agency to Agency... An Interview with Kirk Stubblefield Stubblefield Insurance Agency, LLC - www.stubblefieldinsurance.com Location: Abilene, Seymour and Olney, TX A few months ago, Kirk Stubblefield of Stubblefield Insurance Agency in Texas graciously agreed to do an...
Partner XE Insurance Software FAQ's Q: “I did not receive my downloads today. What should I do?” A: If your workstation is shut down, restarted, in sleep mode or logged off during the automatic download process, your downloads will not run automatically. You will...
Combat Cybercrime at your Independent Insurance Agency Simple security steps every agency should take Even though SIS’ secure hosting environment for our Partner XE agency management system provides clients with access to secure servers housed off-site at an...
Using Your Partner XE Agency Management System to Market Effectively In a perfect world, clients would never leave for greener pastures. Instead, they would continuously refer your independent insurance agency to friends and neighbors who would be on the phone,...
Use the tools in your Partner XE agency management system (system search list, advanced search list, and query builder) to strategically target the right message to the right customer. Consumer insurance costs are rising, the economy is shaky and the competition...
Use your Partner XE insurance software to track conversations and set reminders. One of the best marketing features within your Partner XE agency management system is the ability to track conversations and set reminders. If, for example, you want to run a targeted...