Are you efficiently using all your management system has to offer? Find out what six elements you should be using.
Improve your independent insurance agency workflow management with these simple steps.
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...
Read why and how to train new employees on your agency management system, setting your new hire and agency up for success.
What do your customers want? The answer can seem a mystery. It can be frustratingly difficult to decipher this key to insurance customer retention.
Insurance agency management can be improved with one simple practice: an annual assessment of agency operations.
Discover insurance blogs that will help you improve operations and boost your business.
Hear how SIS strives to serve independent insurance agents and their communities through Partner XE.
When looking for an agency management system, one agency found a great partner. Read more about why they chose SIS and Partner XE.
Can you tell your customers your agency is protected from cyber risk? Check these statements to see if you can.