Choosing an Agency Management System, Community
“The service was excellent.”
This sentence is music to any business owner’s ears. Being known for great customer care and service is the golden ticket to lasting success. So, what does great service look like? We asked Strategic Insurance Software (SIS) staff and clients to talk a bit about what it means to serve and why they’re motivated to go above and beyond for their customers and clients.
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Choosing an Agency Management System, Community
The Thayer family has been running Batchelder Brothers Insurance in Sanford, ME for more than 140 years and counting. With history like that, the family-run business has become a cornerstone in the small town. “Our agency is committed to showing the people in this town that we care by protecting their interests, families, and businesses,” owner Andrew Thayer said of the agency. And it’s that care that attracted him to SIS and the Partner XE agency management system.
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Choosing an Agency Management System, Community
Running a successful business requires a great team. And not just the people on the payroll. All members of your community – employees, business partners, service providers, and other connections – impact your efforts in some way. Choosing the right community members has a huge impact on your business.
Your agency management system provider is a part of that community. At SIS we take this role seriously – we’re not just providing our partner agencies with a product, we’re creating an experience. And that experience is partnership.
Learn more about who we are at SIS and what partnership means to us
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Community
At SIS, Partner is who we are, and Community is how we work. Our Partner XE Workgroups are a hallmark of that community. These groups provide critical feedback on Partner XE updates and help shape our Partner XE management system into the versatile, efficient tool our agencies need.
Today we’ll take a look behind the scenes of this invaluable part of the Partner XE Community.
Find out more about the Partner XE User Community here
Who are part of the Partner XE Workgroups?
Workgroup membership is open to anyone in a Partner XE agency. Comprised of a mix of veterans and newcomers, representatives from Partner XE agencies elect to join a Workgroup focusing on a specific area in the Partner XE system.
Each group contains 8-10 members who meet quarterly, sharing ideas and coming up with practical solutions to improve Partner XE and the Partner XE Community.
What happens in a Workgroup?
Each Workgroup hones in on a specific area, such as Accounting, Mobile, or Commercial Lines. Recently, we’ve focused on our CRM and Marketing Automation products, coming in Fall 2018.
Check out our most recent product release, the Partner XE Client Portal
Our Workgroups started as conference calls, with one member taking and sharing notes. But, we found large group conversations didn’t offer enough time for each agency to share their thoughts. So, in true SIS fashion, we innovated and started focused calls with each Workgroup member agency.
In each call, the SIS team shares screens and walks through Partner XE enhancements and updates with Workgroup members, getting their opinions along the way. Then, we follow up with screenshots of improvement mock-ups for another round of feedback before making live changes. Through this process, we ensure each Partner XE update is agency tested and approved.
Get an inside look at Partner XE by viewing a demo today!
Why have Partner XE Workgroups?
The answer is simple: Partner XE agencies are the authorities on what they need to serve their clients and grow their agency. Each Partner XE update is based on these specific needs. Some examples of enhancements that came out of Workgroups are:
- Certificate Management enhancement
- Document Management system
- Policy Details screen updates
Upcoming development projects from Workgroups include:
- CRM and Marketing Automation products
- Claims Management updates
- Attaching documents to activities
- And more to come in Partner XE 2018.3 this Fall!
Curious to know more about the Partner XE Workgroups and how you can get involved? Contact me, SIS Director of Product Management, Bryce Lee, at blee@sispartnerplatform.com. Or, to join the team of Partner XE agencies, contact one of our team members at sales@sisware.com
Choosing an Agency Management System, Community
Mattapoisett, MA-based G.H. Dunn Insurance agency has been serving its local New England community for over 80 years. Longevity like that doesn’t happen overnight: three generations of Dunns have helped build the agency’s legacy. And now SIS and Partner XE are part of that winning team.
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