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....
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.
After 25 Years, One Agency Makes a Switch
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.
Clicks and Connections: Why We Switched to Partner XE
It took Matt Derrenberger and his agency, Ann Arbor Insurance Associates, three years to find their new agency management system provider. What took them so long? A determination to find the right fit.
What to Look for in a Management System: Tips from a 20-Year Industry Expert
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.
What Words Define Your Agency Management System?
We asked clients to describe their old agency management system. How do their answers compare to your current system?
Why One Agency Keeps Choosing Partner XE
Dan Cassidy has seen Partner XE adapt over the years, improving workflows and agency accounting among other enhancements.
Leading Michigan Independent Agency Provides Real Insurance Solutions with Partner XE
Van Wyk Risk Solutions proudly offers creative insurance solutions to their customers. Read how Partner XE and SIS help them live out their mission.