Finding the Right Insurance Agency Management System Partner

Choosing an insurance agency management system is more than just selecting the insurance software that works best for you. It is also about selecting a partner you are comfortable with – one that you know has your best interests in mind, one that will continue to evolve and improve their product without asking you to switch platforms and one who will be around for the long haul.

As we said in our last blog post, Choosing the right system, when you are considering a new insurance agency management system, you need to look at more than just the features a system offers. You need to look at:

  • How it will enhance your agency productivity,
  • How well the product is serviced, and
  • Whether or not it is capable of growing with your agency.

While the answer to some of those questions lies in the feature the product offers, the answer to others lies in your agency management system partner’s commitment to understanding the evolving needs of an independent agent and whether or not they embrace an environment of continuous improvement.

Look for an agency management system  partner who is:

  • Stable: Nothing good comes from changing relationships every couple of years. Instead of buying from a small vendor who will soon be “gobbled up” by a bigger one, look for a team with a proven history of success who will be around for the long haul. Take the step of asking their owners about their growth plans.
  • Committed: Find a partner who is committed to evolving and improving their product without forcing you to switch platforms.
  • Progressive: Find a partner who is not satisfied with the status quo – who is always searching for ways to serve you better.
  • Responsive: Find a partner who values your input and will take your advice into consideration when upgrading the system. In addition, good personal customer service is a must.
  • Independent: The benefit of an independent partner like SIS is that we only answer to our clients – not investors.

SIS is that partner – stable, committed, progressive, responsive and independent, we are here for you.

Find out why so many agencies have been switching their agency management system to Partner XE from SIS. Call 800-747-9273 or click here to get in touch with a representative.


Share This!