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Your Agency Management System’s Best Kept Secrets

Your Agency Management System’s Best Kept Secrets

by Jake Thaxton | Aug 8, 2017 | Agency Management System Best Practices

Are you efficiently using all your management system has to offer? Find out what six elements you should be using.

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Improving Workflow Management for Your Independent Insurance Agency

Improving Workflow Management for Your Independent Insurance Agency

by Sarah Deak | Aug 1, 2017 | Agency Operations

Improve your independent insurance agency workflow management with these simple steps.

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Strategic Insurance Software Introduces New Partner XE Client Portal

by Strategic Insurance Software | Aug 1, 2017 | News and Events, Product Updates

SIS is proud to release a new extension to the Partner XE system: the Partner XE Client Portal. The Client Portal syncs an agency’s website with the Partner XE system, providing insured customers access to policy information online. Through the Portal, agency...

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New Employees and Your Agency Management System

New Employees and Your Agency Management System

by Luke Purnell | Jul 26, 2017 | Agency Operations

Read why and how to train new employees on your agency management system, setting your new hire and agency up for success.

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The Secret to Insurance Customer Retention

The Secret to Insurance Customer Retention

by Sarah Deak | Jul 18, 2017 | Marketing

What do your customers want? The answer can seem a mystery. It can be frustratingly difficult to decipher this key to insurance customer retention.

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The Number One Way to Improve Insurance Agency Management

The Number One Way to Improve Insurance Agency Management

by Bryce Lee | Jul 11, 2017 | Agency Management System Best Practices, Agency Operations

Insurance agency management can be improved with one simple practice: an annual assessment of agency operations.

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Top 5 Insurance Blogs to Follow

Top 5 Insurance Blogs to Follow

by Sarah Deak | Jul 6, 2017 | Agency Operations

Discover insurance blogs that will help you improve operations and boost your business.

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The Power of Community Among Independent Insurance Agents

The Power of Community Among Independent Insurance Agents

by Alex Deak | Jun 27, 2017 | Community, Marketing

Hear how SIS strives to serve independent insurance agents and their communities through Partner XE.

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Southern Agency Seeking Hospitality and Service Finds a Fit in SIS

by Strategic Insurance Software | Jun 23, 2017 | Choosing an Agency Management System, Client Stories, Community

When looking for an agency management system, one agency found a great partner. Read more about why they chose SIS and Partner XE.

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Minimizing Agency Cyber Risks

Minimizing Agency Cyber Risks

by Sarah Deak | Jun 20, 2017 | Agency Management System Best Practices, Cyber Security

Can you tell your customers your agency is protected from cyber risk? Check these statements to see if you can.

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