Blog
Getting Started with CLDL
If you’ve read our last two posts, you should by now be convinced that commercial lines downloads (CLDL) add value to your independent insurance agency. But if you have yet to make CLDL part of your agency, how do you get started? The following checklist will help...
Latest eGuide: E and O Tips and Tools for Your Independent Insurance Agency
As an independent insurance agency, you are well aware of the issues caused by E & O mismanagement. With so many t’s to cross and i’s to dot, it can be easy to slip up when managing client information and policies, but you cannot afford to make such mistakes. How...
Commercial Lines Downloads Rise
As we saw in our last post, commercial lines download (CLDL) can benefit your independent insurance agency in a variety of ways. From increasing your workflow efficiency to saving you money, one may wonder why agencies would hesitate to employ commercial lines...
Strategic Insurance Software Releases Partner XE Fall 2014 Update
Strategic Insurance Software, providers of Partner XE, a leading agency management system for independent agents, today announced the Fall 2014 release of Partner XE. The new cloud-based update is an automatic install, requiring no action on part of the user. The...
Feeling Good with Commercial Lines Downloads
Commercial lines policy detail downloads (CLDL) is on the rise, and for good reason! Such streamlined, consistent client records and data put a smile on the faces of carriers, agency staff, and clients alike. Using commercial lines downloads is one of the few things...
Getting to the Bottom of Things – Preventing E and O Issues
In our previous posts, we have look at a number of tools and processes to aid independent insurance agencies in avoiding errors and omissions. These tactics aid in E & O by keeping track of data, making immediate updates as needed, and consolidating client...
SIS Expands Cloud Computing Capacity with Expedient Data Centers
To continue providing the best in data security and availability for an ever-expanding Partner XE user base, Strategic Insurance Software (SIS) has upgraded data hosting capabilities and increased capacity in the cloud computing infrastructure supported by SIS partner...
E&O Goes Mobile – Apps and Texting for E&O Protection
As we continue with our look at the many ways to keep your independent insurance agency E & O free, we turn to the latest technology: your smartphone. According to a recent Engadget article, about two-thirds of Americans own a smartphone, meaning it is likely many...
Change Management
As the weather starts to change, you may find yourself thinking about change within your independent insurance agency as well. Many management system contracts come up for renewal this time of year, and it’s important for you and your staff to take a good, hard look...
E & O Management Tools for the Independent Insurance Agency
Managing your agency’s E & O compliance is a crucial part of maintaining your agency’s reputation and legality, and something to which you should commit a great deal of time and effort. However, it can be difficult to keep track of all the details related to E...