Blog
Strategic Insurance Software (SIS) Announce Upcoming Partner XE Regional Learning Workshops in Utah and Massachusetts
Following the success of a well-attended regional workshop held in Louisville, Kentucky, Strategic Insurance Software (SIS) will host Partner XE learning workshops on January 28 in Salt Lake City, Utah and March 19 in Boston, Massachusetts. The workshops are designed...
Inheriting the Family Insurance Agency : The Dos and Don’ts
Many independent insurance agencies are not just small businesses, but family businesses, passed down from one generation to the next. Eventually the time comes when the next generation is ready to take over the business. No matter how involved you are in a business,...
Is It Any Better? Tracking Agency Progress
As an independent insurance agency owner, improvement is constantly on your mind. The best way to set up your agency for growth is to set goals, and start to tackle each one by one. But, how will you know you’ve met your goal? The answer comes in the form of hard data...
New eGuide – Setting and Achieving Agency Goals
With the start of a new year, many are making resolutions to improve themselves. Such resolutions are not just for individuals, but can be made for your agency as well. One of the hardest parts of making such resolutions is knowing where to begin. Do you go for the...
Evaluating Successful Insurance Agency Practices
With a new year upon us, you may be tempted to start an agency overhaul. However, all good things come in moderation, and you need to make sure you aren’t making changes just for the sake of doing something new. While a fresh start is nice, be careful about throwing...
Commercial Lines Download eGuide Released
Commercial lines download (CLDL) is on the rise, with more and more agencies making it a part of their practice. The recent CLDL updates have made it easier than ever to implement, and clients and carriers alike love the added workflow efficiency. However, if your...
Happy Holidays from SIS!
As the holiday season is in full swing, your agency may begin to feel the holiday pressure. On top of your normal agency processes, you now have holiday party planning, policy renewals, and other end of year deadlines. It can be a bit overwhelming at times, but with a...
A Job Well Done: Rewarding Associates
In our previous post, we highlighted some important ways to set and achieve goals, including celebrating your successes. Such celebrations help motivate and incentivize success, making it an important part of your agency’s practice. Everyone appreciates a little...
Strategic Insurance Software Announces Partner XE Mobile App Update
Strategic Insurance Software (SIS), provider of Partner XE, a leading agency management system for independent agents, today announced the release of the newest version of Partner XE Mobile. The upgrade gives users expanded capabilities and a more streamlined...
New Habits for a New Year
There is a reason why so many people make resolutions before the start of a new year: a blank slate. The idea that you can start anew is liberating, and holds so much promise for success. You and your independent insurance agency can take advantage of this new...