Hear why a Pittsburgh insurance agency was looking for an insurance management system solution.
More Than an Agency Management System Provider
Read why one Indiana agency changed agency management system providers after almost a decade.
Fast-Growing Kentucky Agency Gets the Support They Need
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...
Insurance Management System Must-Haves
Remember those Febreeze commercials where people didn’t notice the smell in their homes and cars? They had gotten used to the unpleasant odor they lived with in these places but, when other people came by, it was obvious something stunk.
Uncovering the Right Management System Partner
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...
Partner XE Client Story: Scratching the 20 Year Itch
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....
Preparing for the Switch: How to Ready Your Agency for a New Management System
Switching your agency management system is one of the biggest challenges you’ll face as an agency. Choosing a new system is a feat of its own, and only the first step in your system conversion process. However, switching systems doesn’t have to be painful! Preparation...
The Number One Thing Your Agency Can’t Do Without
Agencies share their favorite agency management system capabilities and how they serve their agency needs.
Southern Agency Seeking Hospitality and Service Finds a Fit in SIS
When looking for an agency management system, one agency found a great partner. Read more about why they chose SIS and Partner XE.
Independent Insurance Agency Shares Their Secret to Success
Read how independent insurance agency owner John Horvath made the most of community connections and technology to put his agency on the path to success.