Mattapoisett, MA-based G.H. Dunn Insurance agency has been serving its local New England community for over 80 years. Longevity like that doesn’t happen overnight: three generations of Dunns have helped build the agency’s legacy. And now SIS and Partner XE are part of that winning team.
When G.H. Dunn President David Dunn found out support for his management system of 10+ years was over, he wasn’t sure where his agency would go next. With four locations serving more than 50 different insurance companies, he needed a robust and nimble system. And he needed a provider that would, like his agency, “(do) the right thing and (be) a good corporate neighbor.”
Enter SIS and Partner XE. David heard about the system and provider and decided to check it out. “(We) looked at the price, features, and the people, (and) we were intrigued,” he said. After SIS President Michael Doran came to personally demo the Partner XE system, David was sold.
We sat down with David to hear G.H. Dunn’s story. In talking with David, we covered:
- What it takes to build an agency legacy
- How to maintain that legacy with the right management system and provider
- What to do for a smooth management system transition
- Why Partner XE was the right choice for G.H. Dunn
- And more!
Read the full story, and check out other Partner XE stories, on our Client Stories page.
Curious how Partner XE and SIS can support your agency’s legacy? Contact us to view a demo and talk with an SIS team member today.
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Sarah Deak has been contributing to the SIS team since 2013, covering topics like agency perpetuation, workflow improvements, data security, and marketing. She has a background in small business, working with organizations to improve their online presence and client engagement. Sarah also writes for the SIS newsletters and website, and counts herself lucky to hear from our many passionate, hard-working clients for our client stories. Her favorite part about working for SIS are the dedicated, service-minded people.