800.747.9273

Thanks for a Terrific Year!

A letter from Alex Deak | President + CEO


Greetings from SIS,

On behalf of the entire SIS team, I would like to take a moment to thank you for helping us make this past year one of tremendous innovation and progress.

2011 saw a 50% increase in the number of individuals using Partner XE. While this is undeniably good for our business, it is also good for yours. These increasing numbers make continuing product investment possible and collectively strengthen the voice of the National Association of SIS Partner Agents (NASPA).

So much has happened over the course of the last year, that I’d like to take a moment to reflect on what we’ve done and where we are going. Here are some of the highlights from 2011:

Ongoing Product Development:

2011 saw two different version releases of Partner XE as well as the release of a new and improved Outlook Plug-in. These releases combined to provide you with:

  • Enhanced marketing campaign functions,
  • New searches and reports,
  • Enhanced certificates workflow,
  • The ability to open documents with a Windows default viewer,
  • Improved ACORD 125 forms printing,
  • New accounting reports,
  • Improved server communication, overall performance and response time
  • And much more.

New streamlined features in the Outlook Plug-in include the ability to sync recurring appointments, add an entire email folder to Partner XE at one time and tag emails with a category.

Increased Service Staff:

In keeping with our commitment to providing excellent customer service, we have increased our service staff by 50% over the last six months. We’ve also added experienced developers to accelerate the pace of product enhancements and adjustments. With these additions, we now have the operational scalability we need to best serve our customers now and well into the future.

A New Online Resource:

In addition to increased service personnel, we’ve also created PartnerNet , a centralized online support website intended to reduce the volume of service requests and allow our service staff to delve deeper into product and workflow issues as needed.

Increased Capacity & Security:

Not only have we improved our product and added staff, we’ve also upgraded and migrated to the latest Cloud technology for increased system performance and capacity and added a redundant offsite backup to insure that your data is safely stored in multiple geographic locations.

What you have in SIS today is a growing organization focused on continuous improvement. We are committed to making Partner XE and our service delivery the premier solution in the industry for our customers.

Having invested in technology, people, and process to scale, we are now well positioned to do that and are looking forward to more improvements and an even broader customer base in 2012. We’re working with NASPA to form workgroups defining priorities and deliverables, because the old adage is true:

Together Everyone Achieves More.

Alex Deak, President