Choosing an Agency Management System Archives | Insurance Agency Management System by Strategic Insurance Software

After 25 Years, One Agency Makes a Switch

by Strategic Insurance Software | Apr 20, 2017 | Choosing an Agency Management System, Client Stories, Community

Unisource Insurance and it’s 20+ employees have been a southern Wisconsin staple for close to 40 years. Founder Paul Brunner started out selling life insurance after hours and grew it to a full-time operation. As the agency continued to develop, Paul hired on his brother and other family members to keep up with expansion. When Paul’s daughter Andrea Nelson and her husband, Bob, took ownership of the family-run business, Andrea saw a new opportunity to grow: upgrading their agency management system.

Agency Management System Conversion: The Good, the Bad and the Ugly

by Luke Purnell | Apr 10, 2017 | Change Management, Choosing an Agency Management System

Going through a management system conversion can be a trying time. Much is riding on your data’s safe arrival, and the process can be stressful. Unfortunately, some agencies overlook conversion history when seeking a new provider. For those agencies, once conversion starts they wonder if it’s all worth it.

Building Relationships that Last

by Alex Deak | Feb 2, 2017 | Agency Operations, Choosing an Agency Management System, Community

The one element you need for solid insurance agency support is partnership. Find out how to choose a great partner from SIS clients.

Your Go-To Holiday Gift: Integrated Systems

by Sarah Deak | Dec 16, 2016 | Choosing an Agency Management System, Technology Trends

It’s that time of year again—holiday shopping, buying, and trying to find the best gift to show you care. It’s a tall order, but we may have the answer. For your agency staff, that is: adding integrated systems to your insurance agency management system. Integrated...

Finding a Partner You Can Trust

by Jordan Owens | Dec 16, 2016 | Change Management, Choosing an Agency Management System

Choosing an agency management system can often feel like buying a home. It’s a big decision and will impact your life for years to come. The process can be overwhelming and time-consuming, making it one you don’t want to repeat. It doesn’t have to be this way. When...

Integrated Insurance Agency Accounting

by Bryce Lee | Nov 9, 2016 | Agency Accounting, Choosing an Agency Management System

Integrated insurance agency accounting is the bacon of your business. Yes, this is a bold statement. But, hear us out: both are great on their own - and serve as a staple in your agency (or kitchen, respectively). Starting to see the similarities? Look at it this way:...

What to Look for in a Management System: Tips from a 20-Year Industry Expert

by Strategic Insurance Software | Oct 19, 2016 | Choosing an Agency Management System, Client Stories, Community

In 1997, Bill Bishop got his start in the independent insurance business when he purchased an insurance agency with one location and a single employee.