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 22 years.
“We hosted over 12 different agency management systems and asked them questions to uncover whether they could help us provide the level of customer service, and solid insurance solutions our customers expect,” Kathy said of the evaluation process. SIS and Partner XE were among those dozen providers.
We talked with Kathy to find out what she was looking for in an agency management system provider, and how SIS and Partner XE fit the bill. In our conversation we covered:
- The importance of personalized service
- The best Partner XE features
- How to prepare for a management system switch
- The truth behind data conversion
…and much more! Read our full conversation here. While you’re there, check out our other client stories to hear from our partner agencies throughout the U.S.
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. His years of experience led Jim to make a bold decision: ditching the system they’d been with for 20 years and switching to a new agency management system provider.
“It was outdated, plain and simple,” Jim said of their old system. “It had ease of use, but you couldn’t do much with it. Besides that, the cost was far too high. Cost was a big impetus to us making a change.”
We talked with Jim about what prompted him to make the switch and what led him to SIS and Partner XE. In our conversation, we covered:
- Finding a system with the functionality that fits your agency
- Holding out for a provider that cares
- Getting the best price for your system
- Engaging your team in training
- Leveraging support resources
Check out our conversation with Jim and other Partner XE agency owners on our conversation with Jim. Like what you hear? Get in touch with us at firstname.lastname@example.org or 800.747.7005, Option 6 to get our conversation started.
Mark Perkins describes Perkins Insurance Agency as a “relationship-oriented agency.” With a focus on personalized service and a family atmosphere, Mark sought the same characteristics in a management system provider. After working with systems and providers that missed the mark, he was again in search of the right fit.
Enter the SIS team. When Mark met with SIS President, Michael Doran, and CEO Alex Deak, he was impressed by their persistent and personalized care for their customers. This focused service, along with advanced system capabilities and lower costs, was a winning combination.
We talked with Mark about his journey to SIS and Partner XE. In our conversation, we covered what made SIS stand out for Mark and his team. The list includes:
- Regular system updates and enhancements
- Consistent customer service and care
- Always available support
- Collaboration and communication with the Partner XE agency community
Read more from Mark in the full client story.
Curious how SIS and Partner XE can serve your agency’s needs? Contact us at 800.747.7005, Option 6 or email@example.com.
Britt Linder of Peterson Insurance Services has been in the business for over 25 years, working side-by-side with his family to serve the community of Memphis and Shelby County, Tennessee. His family-orientated agency prides itself in delivering specialized service with Southern hospitality. With an eye for growth, Britt saw it was time to get his agency off a DOS-based agency management system and onto a Windows-based and cloud accessible system.
When Britt talked with SIS President Michael Doran about Partner XE, he not only found the capabilities his agency needed but the partnership they wanted. We talked with Britt about this partnership, hearing his stories of personalized service and being on a first-name basis with the SIS staff. We also covered:
- The benefits of cloud-based operations
- The importance of workflow flexibility
- The time-saving elements of customized reporting
- And the value in great service and support
“The greatest thing I could say about the SIS company and staff is they have found ways to make my agency run smoother,” Britt told us. Find out how in the full client story.
Check out even more Partner XE community testimonials on our client stories page. Or contact us to get in touch with one of our partner agencies today!
When John Horvath’s father-in-law, Jeff Neverman, founded Neverman Insurance in 1979, he knew the key to success was building and maintaining independent insurance agency relationships. Since then, Neverman Insurance has been involved in their Westlake, Ohio community; supporting local schools and businesses and providing community members with personalized service.
“Community has always been a big part of what we do,” John said of the agency. When John took ownership, he saw the potential to strengthen these relationships – by maximizing their management system technology. He saw they were under-utilizing capabilities and missing opportunities to grow. So, he reached out to SIS to help his agency thrive into the next 30 years.
We talked with John about his experience with SIS and Partner XE. He shared his insights on how he leveraged both the Partner XE system and the SIS team to cultivate his client base and improve agency operations. Our conversation covered:
- Why he focuses on personalized customer attention
- How great service is in the details
- What he looked for in a new system and provider
- Why he keeps choosing SIS and Partner XE
- Which upcoming Partner XE enhancements have him excited
Read our full conversation here. Want to hear more from a Partner XE agency? Check out our client stories page or get in touch with us and we’ll connect you with one of our partner agencies today.
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.
Moving from a 25-year legacy system wasn’t easy. But, Andrea saw the potential for updated technology, better value, and improved service. After big-name providers fell flat, Andrea found Partner XE and SIS. She sat down with us to talk about why SIS was the right fit. Our conversation covered:
- Harnessing technology for maximum efficiency
- Identifying personalized service
- Managing the management system transition
- Collaborating for continual system improvement
Read our conversation here, and check out other client experiences on our client stories page.