Top Independent Insurance Agency Tools

Top Independent Insurance Agency Tools

Keeping up with customer requests can seem like a never-ending task. But, there are tools out there to help the independent insurance agency minimize time spent and maximize customer service. We asked the experts at SIS to share some of the best tools for boosting agency efficiency. One of the top tools to come to mind: comparative raters.

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The Power of the People

The Power of the People

As a company, we cannot evolve without our clients. Each client interactions is an opportunity to grow: to understanding expectations, market forces, and ultimately how we can best serve our partner agencies.  Conversations with our support team, Regional Learning Events, Industry Events and workgroups all contribute to making Partner XE its most efficient.

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After 25 Years, One Agency Makes a Switch

Unisource Insurance and it’s 20+ employees have been a southern Wisconsin staple for close to 40 years. Founder Paul Brunner started out selling life insurance after hours and grew it to a full-time operation. As the agency continued to develop, Paul hired on his brother and other family members to keep up with expansion. When Paul’s daughter Andrea Nelson and her husband, Bob, took ownership of the family-run business, Andrea saw a new opportunity to grow: upgrading their agency management system.

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Top Sites to Streamline Agency Operations

Top Sites to Streamline Agency Operations

The savvy small business is owner is always working to improve operations. Whether it’s boosting customer retention, reducing process time, or another small move that makes a big difference, the biggest hitch is coming up with that “new and improved” method. Where can you go to get inspired?

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Top 4 Reasons to House Your Insurance Data Offsite

Top 4 Reasons to House Your Insurance Data Offsite

“Cyber security” and “cloud storage” may seem like buzzwords, but both are more than just phrases – they are critical to agency operations and insurance data protection.

Data is your agency’s most valuable asset. Customer data, policy data, data on your gains and losses, and other critical pieces are the fuel on which your agency operates. You need to protect this data, and easily access it to keep your agency moving.

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