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agency-managementStrategic Insurance Software (SIS) is pleased to announce that our next Regional Learning event will take place in Nashville, TN on October 19th. We will be co-hosting the event with professional independent insurance agency organization Insurors of Tennessee.

National Account Manager Jake Thaxton will lead attendees through an agenda that focuses on insurance agency support—specifically getting the most out of our Partner XE management system.

Owners, producers, office managers, CSRs and other agency staff members are encouraged to attend. Topics include:

  • How to expedite daily Partner XE tasks
  • ACORD form generation best practices
  • How to maximize the Outlook Plug-In
  • Efficient and effective reporting methods
  • And more!

Attendees will get the chance to network with peers and participate in a special Q and A session with SIS staff. Plus, they’ll get to learn about upcoming Partner XE capability improvements.

Find Out More

Registration is available here. Interested parties can contact Nick Massaro at (614) 2119-6555 ext.303 or nmassaro@sispartnerplatform.com with questions.

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