This past week, the Strategic Insurance Software (SIS) team and I headed east for two Partner XE Regional Learning events in Hartford, CT and Boston, MA. Both events were well attended by our Partner XE community members, some coming from hours away to participate.
Going through a management system conversion can be a trying time. Much is riding on your data’s safe arrival, and the process can be stressful. Unfortunately, some agencies overlook conversion history when seeking a new provider. For those agencies, once conversion starts they wonder if it’s all worth it.
“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.
It took Matt Derrenberger and his agency, Ann Arbor Insurance Associates, three years to find their new agency management system provider. What took them so long? A determination to find the right fit.
We at SIS are proud to roll out our latest management system update with Partner XE 2017. We continue to challenge the status quo with this latest release, and the origin of each enhancement resonates that sentiment.
Discover the questions you need to ask concerning your independent insurance agency data, opening doors to grow your business.
“Set it, and forget it!”
This slogan became the catch phrase for “As Seen on TV” guru Ron Popeil’s Ronco electric oven. The phrase tapped into the customer’s common need: more time. It provided the ability to multitask, without the burden of actually thinking about two things at one time. It set the stage for our modern-day surge in automation.
The insurance industry is changing. Many big names are offering online-only, self-service models and mobile access amongst other trends. These new movements speak to a growing demand for faster service at a lower price. On the surface, they seem to hit the mark. But, many soon find marginal time and money savings are outweighed by a loss in service.
Online marketing, like all marketing, is about standing out. It’s differentiating from the crowd – showing off what makes your business and product unique.
Your agency management system is a staple of operations, but is it living up to its full potential? Don’t get stuck in the routine or afraid to test out your system’s capabilities. Go beyond data entry to make the most of your management system and boost agency productivity.