Community engagement is an excellent way to help your independent insurance agency stand out from the crowd. When you show you know and care about your local community, you show yourself as a trustworthy organization. Additionally, a recent Entrepreneur Magazine...
We engage with and live in a variety of community environments throughout our work and life. Our workplace, neighborhood, running group– these are all groups of people that form communities. When it comes to your independent insurance agency, the first community you...
Following the success of a well-attended regional workshop held in Louisville, Kentucky, Strategic Insurance Software (SIS) will host Partner XE learning workshops on January 28 in Salt Lake City, Utah and March 19 in Boston, Massachusetts. The workshops are designed...
As the holiday season is in full swing, your agency may begin to feel the holiday pressure. On top of your normal agency processes, you now have holiday party planning, policy renewals, and other end of year deadlines. It can be a bit overwhelming at times, but with a...
The one-day workshop seeks to help SIS’ partner agencies maximize the benefits of their agency management system. Building on the momentum of several well-attended regional workshops over the course of the last year and a successful national conference last spring,...
The latest version of Partner XE is almost ready, and will be released in stages over the second half of May and through June. The pre-release demonstration at our NASPA conference showcased some of Partner XE’s new capabilities, and attendees were impressed with the...
After two years growing SIS’ sales as EVP of Marketing and Sales, Michael Doran has been promoted to President. The leadership team at Strategic Insurance Software (SIS) is pleased to announce the promotion of Michael Doran to President. In his new role, Doran will be...
The National Association of Partner Agents (NASPA), the official user group of the insurance agency management system Partner XE, will be hosting its national user conference in Columbus, Ohio April 24-25, 2014. The conference offers Partner XE users two days of...
Anyone striving for success knows that learning does not stop when you leave the classroom. The same is true for you and your agency, especially when it comes to the capabilities of your agency’s management system. We believe it’s our job to provide you with frequent...
Strategic Insurance Software (SIS) will host a one-day regional workshop in Boston, Massachusetts on Monday, March 10. Agency owners, office managers, and CSRs are invited to attend at 1100 Crown Colony Drive, Quincy, MA. Participant-driven discussion and valuable...