In these uncertain times of the COVID 19 novel
coronavirus, community is more meaningful than ever. SIS CEO Alex Deak shares
about the SIS Partner Platform community partners: from tech to industry organizations
to regional groups, we’re committed to connecting for collaboration,
innovation, and support.
We at SIS are proud to serve agencies with our specialized
independent agency insurance system, Partner Platform. Our decision to
serve local, independent agencies was intentional and continues to be a
defining factor in who we are today. Our Partner Platform system and community,
like the independent agencies we serve, grew out of a need for local engagement
and community support.
As an eventful 2019 comes to a close, we at SIS are pleased to see our mission and values reflected so well in the past year. We’re thankful for the Partner Platform community of agencies and their continued support and feedback that makes us who we are: community-focused partner challenging the status quo.
Community matters. It can push us, shape us, affirm beliefs, and challenge them to make us better. That’s why we at SIS shaped our Partner Platform agency management tool around community. Whether it’s our community of Partner agencies or our partnership with local insurance groups, we believe in being a part of community whenever possible.
We’ve worked with over a thousand agencies in the past ten years, and if we’ve learned one thing, it’s that no two independent agencies are the same. That’s why we tailor the SIS Partner Platform experience for each client, getting to know their specific needs, and crafting a Platform to serve them and their customers in the best way possible.
Through the years, we’ve heard from many of our Partner agencies about their SIS Partner Platform experience. Here are a few of our most recent responses from those in the Partner Platform family.
The 2019 Partner Community National Conference held May 9th-10th in Columbus, Ohio was a memorable event on many levels, including celebrating 10 years since the current leadership team acquired SIS and launched the Partner XE management system, precursor to the Partner Platform.
Collaboration and Innovation from Industry Leaders and Experts
I have many wonderful memories reflecting on the journey of the last decade, including the progress made to the Partner XE agency management system and the growth of the Partner Community. During our National User Conference, we celebrated all these accomplishments, but the main focus of the event was on continual improvement around serving our Partner clients today and into the future.
At the conference, attendees heard from industry influencers like Steve Anderson, Mary Eisenhart Belka of Eisenhart Consulting, Brad Ruben of Archway Computing, and Carey Wallace of Ohio Insurance Agents (OIA). We also held several panel discussions on perpetuation, group sessions on targeted topics like accounting and client engagement, as well as a unique presentation on leadership by John Rue from Built to Lead.
See what else we’ve been up to this year with a look at our 2019 Regional Learnings
Attendees hear a welcome address from SIS CEO, Alex Deak
Inspiration and Connection in the New Partner Platform
And if that wasn’t enough, over 30 learning sessions were standing room only, focused on helping Partner clients learn and grow. While the learning was going on, we introduced the new Partner Platform: a response to our Partner clients looking for a system that does great agency management as well as integrates more effective client retention and new business capabilities.
The fully integrated Partner Platform system includes great policy and financial management in Partner XE, simple and integrated sales and marketing capabilities in Partner XL, and innovative client self-service options in Partner Connect. The combination of all three delivers a seamless experience that stretches from prospect to renewal and covers everything in between.
Find out more about the Partner Community at partnetagents.com
Anticipation of the Innovation to Come
Thank you to all Partner clients and speakers who made the trip from all over the country to celebrate, collaborate, and innovate with us. We continue to receive an overwhelming volume of positive feedback, with attendees saying they look forward to returning next year, with more colleagues in toe.
We look forward to continuing the momentum in the Partner Community with more regional learning events, connecting, collaborating, and innovating the Partner Platform and growing the Partner Community for years to come.
Find out more about our community and the Partner Platform at sisparterplatform.com.