Making Your Agency Website Your Own with Partner Connect

Making Your Agency Website Your Own with Partner Connect

How old is your agency website? Do you have a website at all?

If your answers are anything besides “Not very” and “Yes!” then it’s time for you to get working on updating or creating an insurance agency website. And one that works. Close to 40% of individuals surveyed said they would stop engaging with a site they found unattractive. Studies show it takes less than half a second for users to form an opinion about a website, so you have little time to make the critical impression that will get people to stay.

(more…)
Personal and Commercial: How Partner Platform Serves Both

Personal and Commercial: How Partner Platform Serves Both

Companies like Apple, Amazon, and Google are now some of the world’s most recognizable names. Each serves customer needs in multiple sectors, yet they all started with a single focus. Apple made computers, Amazon sold books, and Google helped people find what they were looking for online. Starting with that simple focus, they improved upon their service and looked for organic ways to expand, serving new areas of their customers’ needs.

(more…)
Announcing Partner Platform’s 2020 Updates

Announcing Partner Platform’s 2020 Updates

It’s hard to believe a new decade is here, and it’s a special one for us here at Partner Platform. We recently celebrated our 10th anniversary and are looking forward to the decade to come. As an agency-focused provider, we’re dedicated to giving our Partner Platform agencies the support they need.

Get a re-cap of our 2019 User Conference celebrating our 10th anniversary here

We’ve heard from our agencies and are now focusing on providing smaller updates more frequently throughout the year to help them stay up-to-date and on track to provide their customers with the best service and experience possible. This change in update schedule will:

  • Make it easier for agencies to digest new features and get staff up-to-speed
  • Provide targeted webinars, spending more time on new features
  • Allow for longer quality testing periods on each new feature
  • Produce more enhancements throughout the year

Discover all of Partner Platform’s capabilities here

What’s to Come for Partner Platform in 2020

Our big deal for the new year is the Agency App release. This much-anticipated feature will go live in the first quarter of 2020, adding to our already robust personalized digital offerings. The Agency App brings Partner Platform agencies to the forefront in the industry, propelling them to compete one-on-one with direct writers.

Combined with our Marketing Automation Manager, Producer Results Manager CRM, Client Portal, and integrated texting, the Agency App is part of a suite of products that no other management system provider in the market offers today.

Also in 2020, our team is focusing on three main areas: Commercial Lines Policy details, Reporting and Analytics, and New System Integrations. Some of our future updates include:

  • Rolling out support for eDocs and messages downloads
  • Report Scheduling
  • Integrating VoIP
  • Adding download for Commercial Inland Marine
  • Providing Premium Finance Integrations
  • Adding New Comparative Rating Solutions

This is only a taste of what’s to come in the next year! Our Partner Platform agencies can stay updated on PartnerNet. Interested in joining the Partner Platform community? Get in touch at contact us at 800.747.7005, Option 6, or sales@sisware.com.

InsureSign announces integration with Partner XE agency management system

InsureSign announces integration with Partner XE agency management system

FOR IMMEDIATE RELEASE

InsureSign announces integration with Partner XE agency management system
— Users of Strategic Insurance Software’s system can now simplify life and improve efficiency with the seamless use of InsureSign’s easy e-signature software — 

CHARLESTON, S.C. (APRIL 19, 2018) — Starting this month, Strategic Insurance Software’s (SIS) Partner XE users can begin easily and seamlessly securing signatures.

InsureSign, the e-sign tool trusted by tens of thousands of insurance professionals, today announced the launch of its integration with the Partner XE agency management system.

“Both SIS and InsureSign align on our missions to make the lives of insurance professionals easier, saving them time and eliminating common hassles,” said Joe Floyd, founder and CEO of InsureSign. “For SIS customers already used to Partner XE’S life-simplifying features, we’re proud to offer an additional tool for improving processes and servicing business even faster.”

The integration’s debut is part of a larger rollout by SIS of its new Partner XE 2018.2 this month.

“It’s important to us to build alliances and identify resources for our users that improve their work processes,” said Bryce Lee, director of product management for SIS. “We’re committed to continually look for ways to make our users’ lives easier. Through this integration, agents can now eliminate unnecessary steps and time-draining manual processes through easy-to-use solutions.”

Partner XE users can service insureds by securing signatures the fastest and easiest way possible via InsureSIgn. Not only do InsureSign users enjoy unlimited signatures, documents and templates each month, they can also enjoy the benefits of audit trails, auto reminders, auto archival, company branding and more.

InsureSign also offers three new premium features to “InsureSign Pro” users, including signing via text message, Gmail/Outlook integrations and custom landing pages.

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 https://sispartnerplatform.com .

About Partner XE

Supporting downloads from over 360 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.

InsureSign

InsureSign is the simplest, fastest and most secure way to get documents signed electronically. Trusted by thousands of businesses of all sizes across North America, InsureSign lets your customers easily sign your documents from their laptops, tablets and mobile devices – and even via text message. Curious future customers can try InsureSign free for 14 days at www.insuresign.com.

Media Contact:
Angela D’Amario
Angela@firebeegroup.com
770-310-1152