Nashville Take Two: November Regional Learning Recap

Nashville Take Two: November Regional Learning Recap

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 across

sis team member nick at a trainingAttendees got first-hand expertise from SIS’s Jake Thaxton, Nick Massaro, and President Michael Doran. Each played an important role in facilitating theTennessee, Kentucky, and Georgia to experience these new capabilities and find out how to most effectively integrate them into their agencies for increased efficiency. training. The Regional Learning could not have happened without the efforts Insuror of Tennessee’s own Daniel Smith and Ellie Small, whose coordinating efforts created a positive experience for everyone.  Special thanks to Indium’s Margot Koester for joining us and sharing Indium’s independent agency-specific training curriculum.

Get to know some of our other insurance industry partners

Jake Thaxton, SIS Client Services Manager, led the training sharing his broad knowledge and sense of humor. Many attendees were returners from last year’s training and came prepared with questions and comments to further improve the Partner XE system. The sense of camaraderie, collaboration, and learning was evident throughout the day.

One attendee put it best: “Rarely do I make that drive and leave happy I took a day out of the office. This event was one of those days where I was genuinely pleased to have (attended).”

We feel the same.  Many thanks to all who made the trip! We look forward to continuing our collaboration and seeing everyone again in 2018.

Find out more about our Partner XE User Community events, including our upcoming Regional Learning at our Columbus headquarters, at We hope to see you at our next event!

Partner XE Regional Learning Recap: Greensburg, PA

Partner XE Regional Learning Recap: Greensburg, PA

Our Partner XE Regional Learnings continue to expand! Earlier this month, the SIS team traveled east for a Regional Learning in Greensburg, PA near Pittsburgh. SIS President Michael Doran recapped the event below.

We couldn’t have felt more at home at our Partner XE Regional Learning event at Tuscano Agency in Greensburg, PA. Pinnacle Group Insurance Services’ Kirk Haldeman and Rob Tuscano, Robin Tuscano, Jeremy George and the rest of the team at the Tuscano Agency brought a positivity and warmth to the training that extended for the day.

Read about our recent Regional Learning in Michigan

The Western PA Partner XE Community gathered for four hours of high-quality training. While four hours of software training may sound tiresome, nothing could have been further from the truth. Between Browns/Steelers barbs and Penn State/Ohio State jibes, good laughs were shared by all.

Manager of Client Services Jake Thaxton led the training, keeping it both lively and informative. Here’s what our community members had to say about the training:

“…I thought the workshop was excellent and look forward to sharing the changes with our staff.  Thanks for continuing to improve the system!”

“Thank you for a very informative couple of hours. We’re excited to move forward with SIS.  Everyone I’ve worked with on your staff is very helpful and professional.  It’s much appreciated.”

Hear more first-hand Partner XE user experiences in our client stories

“I always appreciate how ‘reachable’ the folks at SIS are.  Thanks for coming out to Western PA.  I picked up some helpful nuggets I’ll share with the office.  And I have no problem offering testimonials!”

“…the meeting was so informative…that we came into the office today and shared what we learned.  We’re moving along more efficiently in Partner XE.  I’m so thrilled to learn all these new capabilities.”


We look forward to continuing to support the Partner XE Community in Western Pennsylvania and thank them for making it a wonderful event.

To bring a Regional Learning to your area, get in touch with your account manager or contact us at 800.747.7005, Option 6.

Add These 6 Websites to Your Daily Routine

Add These 6 Websites to Your Daily Routine

Whether it’s a quick morning jog, coffee in the car, or a shot of espresso at your favorite cafe, we all have a part of our morning routine that gives us that “Hello, today!” boost. Could your agency use that jolt, too?

Whether its tech tips, marketing tricks, news and information, or anything in-between, take advantage of the advice and inventiveness provided by great minds in the industry.

A recent post from Agency Nation hit on some of the best resources out there. Below are some of our favorite resources from the list.

Get targeted resources on perpetuation, cyber security, and more with the SIS eGuides

6 Online Insurance Resources to Follow

  1. Agency Nation: Though specific resources are named on the list, the site itself has a wealth of information. Choose from articles, podcasts and a weekly video show uncovering the latest trends and tactics in independent insurance.
  2. Insurance Thought Leadership: True to its name, this site brings together great minds in the industry. Read articles, listen to podcasts, or check out one of three blogs, including one focused on innovation.
  3. The GROW Program: Stemmed from a social and digital marketing business, GROW offers a blog and podcast for agencies looking to hone branding and expand exposure.

Check out another great resource: the SIS Blog

  1. Carrie Reynolds: Carrie has been at it since 1996, including creating her own brand, Insurance Goddess. Show co-owns her family-run agency and goes full throttle in insurance branding and marketing.
  2. Coverager: With a focus on insurance tech, Coverager is a curation of what’s up with insurance, innovation, and the tools that make it happen. Check out its “Coverage Ponders” section for engaging articles.
  3. Agency Checklists: Based out of Massachusetts, this site provides the latest in agency, insurer, fraud, and other industry news. It’s the straight facts owners need to make the best decisions for their business.

See the full list at Agency Nation!

Keeping the Conversation Going

The conversation about improving your agency doesn’t have to stop at gaining tips and tricks. Keep the conversation growing by sharing your insights with your colleagues. We encourage Partner XE users to share their latest ideas through our Partner XE user community.

Read about one of our recent Partner XE Community Regional Learnings

Whether it’s meeting at our regular Regional Learnings, shaping the Partner XE experience as a member of a workgroup or connecting on our regular monthly webinars, it’s important for the Partner XE community to connect in order to grow.

Get connected with the Partner XE community today! Contact us at or 800.747.7005, Option 6.

Partner XE Regional Learning Recap: Michigan

Partner XE Regional Learning Recap: Michigan

Last month, the Partner XE User Community met at the Michigan Association for Insurance Agents (MAIA) for another successful Regional Learning event. Beyond lively banter about Buckeyes, Wolverines, and Spartans, the focus was on getting the most from Partner XE. We reviewed the latest Proposal Creator and Client Portal updates and heard from community members on how they’re maximizing these enhancements.

Get a demo of the new Partner XE Client Portal here

Our Michigan partner agencies shared some innovative ideas to help simplify workflows and make it easier to manage complex commercial business in Partner XE. SIS National Account Manager Luke Purnell led the training as a familiar name and voice to many of our Michigan clients. In addition to his energy and passion for helping agencies improve, Luke added in his natural humor, making these events both engaging and informative.

See upcoming Regional Learning locations here

Alison Van Wyk of Partner XE agency Van Wky Risk Solutions was one of the Regional Learning attendees. “The Partner XE event in Michigan was an informative event, helping us better utilize Partner XE,” Van Wyk said of the Regional Learning. “We’ve used (Partner XE) for over three years, and it continues to improve. Our motivation to attend was three-fold: to learn about and take advantage the new capabilities, to share our ideas for further improvements, and to engage with the vibrant Partner XE agency community.” She added, “Listening and continuing to improve is what Partner XE is about.”

SIS thanks MAIA for hosting the event. We appreciate the opportunity to collaborate with such a community-focused organization and look forward to more Regional Learnings to help strengthen the Partner XE independent agency community.

Look for upcoming events in Indianapolis, Nashville, and Columbus this year! Check out our events page at for more information.

SIS Announces Partner XE 2017 Fall Update

SIS Announces Partner XE 2017 Fall Update

The team at Strategic Insurance Software (SIS) is excited to announce the update of the latest round of Partner XE enhancements in the Partner XE 2017 Fall Update. This update includes additional lines support, expanded download capabilities, enhanced client and account management, and upgraded reporting and analysis features.

Each update and enhancement comes directly from Partner XE users. “We continue to enhance and expand Partner XE’s capabilities to meet the growing and changing needs of users,” SIS CEO Alex Deak said of the update. “This latest update contains over 50 enhancements to workflows and features requested by our clients as well as support for more commercial lines of business. It also includes support for the Partner XE Proposal Creator and Client Access Portal, which make Partner XE more valuable to agency users and clients.”

The update adds full support for Garage and Dealers Line of Business as part of SIS’s ongoing commitment to enhancing agency commercial lines capabilities. There are also enhancements to reporting, including new filter screens and options. Existing reports have been updated and new reports added in an effort to prioritize business analytics, helping agencies understand and improve their customer service and retention.

Alison Van Wyk of Partner XE agency Van Wyk Risk Solutions praised SIS’s continual drive to improve. “We’re always impressed with each new Partner XE update, and this upcoming one is no exception. SIS recognizes there is always room to grow, and they really take agencies’ needs to heart when crafting enhancements. In this update, we’re most excited about the new reporting options and features. This will allow us to better analyze our agency data, leading to improved operations and service.”

Highlights of the coming update include:

  • Claims Download and updates to Claims Management Screens
  • Improvements to Certificate Management
  • Ability to cross reference client profiles
  • Document category sorting
  • Updates to exit steps
  • ACORD form generation from QuickMenu
  • Addition of policy history description field

SIS Director of Product Management Bryce Lee called the Partner XE 2017 Fall Update the “most exciting update to date,” adding, “We have enhanced several areas of the system to improve user experience, cut out steps to make our clients more productive and added some exciting new reporting capabilities. We are also releasing several brand-new features, like claims download, which will make a huge difference for our agency’s day-to-day operations. Thanks to our Partner XE User Community Board and endless brainstorming meetings with agencies across the U.S. we’ve put together another powerful update.”

Partner XE agencies will receive the update in mid-October on a rolling basis. The SIS team will host webinars outlining each update capability, and always-accessible Quick Guides will provide users with step-by-step instructions on how to best utilize each capability. To find out more about the update, Partner XE users can visit

SIS Announces Partner XE 2017 Fall Update

Partner XE Users Gain Access to New Proposal Creator Enhancement

Columbus, OH – Strategic Insurance Software (SIS), the company behind independent insurance agency management system Partner XE, introduces its latest extension: the Partner XE Proposal Creator. This tool offers users the ability to create professional, agency-branded proposal documents instantly, leveraging information stored in the Partner XE system.

SIS President Michael Doran emphasized the new capabilities: “The Proposal Creator offers a simple, easy-to-use approach for creating comprehensive, professional looking proposals.  Agencies of all sizes now have the tools to create and customize proposals in a manner of minutes.”

Through the Proposal Creator, policy and submission information stored in the Partner XE system is flooded to predesigned Microsoft Word templates. Agencies customize templates with logos and personalized messaging, making each document agency-branded. Users can select from multiple cover page designs and take advantage of all the capabilities offered in Microsoft Word.

“The Proposal Creator grew out of our partner agencies’ requests to automate the proposal creation process without losing their branding or relying on expensive, complicated third-party systems,” said SIS Director of Product Management, Bryce Lee, “With this new Partner XE product, our users leverage the system they use every day to quickly and easily create complex, professional proposal documents that represent their agency as they wish.”

Lee and his team worked with Partner XE agencies to understand their needs. The team reviewed current agency proposals as well as proposals from carriers and other third-party programs. The best components of each were incorporated to come up with the ideal design and functionality.

John Heinsz, of Partner XE agency HSGW Insurance Services, is part of the agency user group consulted on the Proposal Creator. Heinsz praised the extension’s functionality and the collaborative process to bring it to fruition, “The Proposal Creator is another example of how SIS responds to agency needs.  This tool grew out of our user group’s suggestions. We know it will save Partner XE agencies a ton of time and simplify presentations to customers. Once again, SIS has done their due diligence to bring agencies a quality product, at an affordable cost.”

SIS CEO Alex Deak commented on the Proposal Creator’s origins and SIS’s commitment to meeting and exceeding agency expectations. “We heard our agencies’ need for a better way to create proposals, and we delivered a capability based on their specific requests. These simple, but impactful, enhancements fulfill our ultimate goal: advance agencies’ operations so they can better serve their customers.”

“This is just the latest enhancement with many more to come,” Deak said. “We plan to continue our collaboration and partnership with our users, delivering innovative solutions that help them now and in the future.”


About SIS

Headquartered in Columbus, Ohio, Strategic Insurance Software (SIS) is the team behind Partner XE, an innovative web-based insurance agency management system helping independent agents break free from the status quo.  Partner XE is easy to use, streamlines workflows and enables agencies to run their business more affordably and effectively. Built on a foundation of strong technology and exceptional service, we’re moving forward with a constant eye on innovation that will make independent agents’ lives easier. For more information, please visit 

About Partner XE

Supporting downloads from over 350 carriers, real-time interaction, integrated agency accounting, and much more, Partner XE is a full-featured agency management system at an affordable cost for the independent insurance agency.