SIS recently conducted a perpetuation survey to investigate the process and practices of buying and selling agencies. The results of this survey provided insights on independent insurance agency perpetuation, including: Average perpetuation timeline Most popular...
Millennials in Your Agency: Recruiting and Retaining Young Talent
Preparing for and looking to the future is an important part of insurance agency management. But, the future may be here faster than you think. Recent estimates predict property and casualty agencies will need to fill nearly 400,000 positions by 2020. Independent...
Happy Holidays from SIS!
With the holidays upon us, all of us at SIS wish you and yours a safe and happy season of celebrating! We want you and your agency to receive the best service and care, and hope this holiday poem reminds you of our dedication to you! (To the tune of “Santa Claus is...
Your Agency Management System’s Crucial Ingredient – Client Services
Your clients are the most important part of your independent insurance agency. It is your relationship with these clients that drive your business. You think about their needs and reach out to provide the best service. It is this client service that is central to the...
News and Updates September 2015
It’s “back to school” time and we at SIS stay focused on continuing our learning. With Partner XE 2015 rolling out we are making plans for the National User Conference in October, and participating in ACT and ACORD events in the fall. If you haven’t yet registered for...
New eGuide: Harnessing the Power of Community
For independent insurance agencies, the benefits of creating and engaging in communities are many – name recognition, new relationships, and widening your sphere of influence, to name a few. However, building and becoming a stable part of a community, like all things...
SIS Supports the 2015 NASPA User Conference
The Importance of Networking and Community As a successful independent insurance agent, you live the importance of networking and community ties every day. Because of this, you cannot miss an opportunity to connect with your peers and forge new relationships in...
Cyber Security – Asking the Experts
In our last posts, Cyber Security and Your Agency, Protecting Your Agency from Cyber Risk, and The Most Important Elements of Cyber Liability Coverage, we took a look at the growing cyber security threats and how the insurance industry is tackling this issue. To wrap...
Creating Your Agency Communities
As an independent insurance agency owner, you know the importance and value of creating good relationships— with your clients, with community members, and with your business partners. It is relationships like these that make your agency what it is and help it grow and...
Steps for Local Community Engagement
As an independent insurance agency, your local presence is central to who you are, what you represent, and your overall value. Unlike large, national agencies, you have the ability to know your customers personally, and knowing your community is a big part of that...