This past month we came back for round two with the Insurors of Tennessee at their Nashville headquarters. This year’s Regional Learning brought attendees from multiple states to learn about the latest Partner XE enhancements and updates. Community members came from...
Uncovering the Right Management System Partner
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 Regional Learning Recap: Greensburg, PA
SIS President Michael Doran recaps our latest Partner XE Regional Learning in Greensburg, PA.
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....
Partner XE Regional Learning Recap: Michigan
Independent agencies experienced collaboration and community building at our latest Partner XE Regional Learning event in Michigan.
The Power of Community Among Independent Insurance Agents
Hear how SIS strives to serve independent insurance agents and their communities through Partner XE.
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.
The Power of the People
As a company, we cannot evolve without our clients. Each client interactions is an opportunity to grow: to understanding expectations, market forces, and ultimately how we can best serve our partner agencies. Conversations with our support team, Regional Learning Events, Industry Events and workgroups all contribute to making Partner XE its most efficient.
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.