Add These 6 Websites to Your Daily Routine
Whether it’s a quick morning jog, coffee in the car, or a shot of espresso at your favorite cafe, we all have a part of our morning routine that gives us that “Hello, today!” boost. Could your agency use that jolt, too?
Your Agency Management System Conversion Checklist
Preparing for an agency management system conversion? Check out these tips to help you plan ahead and set your agency up for success.
Data Tracking in Your Independent Insurance Agency
Like any small business, independent insurance agencies are continually searching for ways to improve. Whether it be better quality service, streamlined operations, or a more effective way of doing business, each improvement makes an impact. The phrase “data analysis”...
Partner XE Regional Learning Recap: Michigan
Independent agencies experienced collaboration and community building at our latest Partner XE Regional Learning event in Michigan.
Preparing for the Switch: How to Ready Your Agency for a New Management System
Switching your agency management system is one of the biggest challenges you’ll face as an agency. Choosing a new system is a feat of its own, and only the first step in your system conversion process. However, switching systems doesn’t have to be painful! Preparation...
SIS Announces Partner XE 2017 Fall Update
Leading insurance software provider SIS announces the update of its latest Partner XE agency management system update.
The Number One Thing Your Agency Can’t Do Without
Agencies share their favorite agency management system capabilities and how they serve their agency needs.
Stop Putting It Off! Agency Perpetuation Planning Resources
Stop putting off agency perpetuation planning! Access these resources to help your agency transition.
Lasting Impressions: The Key to Good Insurance Customer Service
Great insurance customer service can give you a competitive edge, while poor service can lose customers. Find out how to keep your interactions positive.
Partner XE Users Gain Access to New Proposal Creator Enhancement
Strategic Insurance Software adds new Proposal Creator capabilities to independent insurance agency management system Partner XE.