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...
What Partner Agencies Have to Say about SIS Partner Platform
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...
Partner XE User Community Conference Recap
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...
2019 Partner Regional Learning Recap
We wrapped up another round of engaging Partner Regional Learnings with visits to Massachusetts and Connecticut. The groups of 20-30 each had a great time learning how to maximize the insurance management system Partner Platform and provided great insights into future...
What to Expect at the 2019 Partner XE Community National User Conference
Here at Strategic Insurance Software, there is one thing I am most looking forward to in 2019: the Partner XE Community National User Conference. As SIS President, the National User Conference brings together all the things I love most about working at SIS: people,...
What Does Service Mean to Your Independent Insurance Agency?
“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...
Maine Agency Reflects on the Power of Personalization
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...
More than a Provider: Our Partnership Credo in Three Parts
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...
Behind the Scenes: Partner XE Community Workgroups
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...
G.H. Dunn: Building an Agency Legacy
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...