Blog
Adapting to Change: The Partner Platform Community’s Response
SIS President Michael Doran reflects on the impact of the coronavirus shut-down and how the Partner Platform community responded. From a business perspective, the COVID-19 novel coronavirus pandemic will be remembered well beyond “take your child to work every...
Ask a CPA: Insurance Agency Support for Perpetuation, Mergers & Acquisitions
Planning for the future is never easy, but it can seem even more complicated when thinking about your business's future. When it comes to transitions, you need insurance agency support on all sides. One critical support area is agency accounting. The dollars and cents...
Top Prospecting Stats You Need to Know for Insurance Retention
Insurance retention and prospecting, though similar to other industries, has its own nuances. As a highly personalized business, insurance agencies need to focus on each lead segment's specific needs and, as the sales funnel narrows, the personal needs of each...
These Blogs Tell You How to Get Insurance Clients
As your agency transitions back to “business as usual,” you’ll likely focus on how to gain new clients and serve current clients better. We hope this list of our recent posts on how to gain insurance clients can help. This year, we at SIS have focused on building out...
Insurance Prospecting Software – The What and Why of the Top Three
As businesses begin to re-open across the country, many need to re-assess their prospecting strategy. As you look into your agency’s insurance prospecting software and strategy, these three tools should be in your toolbox. When it comes down to it, insurance...
Preparing for Transition: Top Agency Management System Tools and Tips
After closing in response to the COVID-19 novel coronavirus, many businesses are now preparing their operations for re-opening. There are some top agency management system tools and transition tips that can apply to any change your agency experiences, including one...
Our SIS Partners: Why We Partner and How They’re Stepping Up to the Plate
In these uncertain times of the COVID 19 novel coronavirus, community is more meaningful than ever. SIS CEO Alex Deak shares about the SIS Partner Platform community partners: from tech to industry organizations to regional groups, we’re committed to connecting for...
Fighting the Slump: How to Get Insurance Clients and Get Back up to Speed
The COVID-19 coronavirus global pandemic has hit the world hard in many ways. One of the most notable is the effect on disrupting business operations. In this post, we look at how to get insurance clients as your agency adapts operations and gets back up to...
Working Remotely, Working Securing Protect Your Agency with These Work-from-Home Webinars from Strategic Insurance Software
Our Partner Platform agencies, like so many others across the world, have been forced to embrace agency-wide remote work, sometimes with days’ or hours’ notice. As we adjust to this surprise shift, we turned to our trusted partners for help. See below for two guest...
What Your Customers Want: Changes in Expectations in The Digital Insurance Age
As we adjust to a new normal of work from home due to the COVID-19 novel coronavirus, we at SIS and Partner Platform are committed to bringing you content to help you connect effectively and safely with digital insurance tactics. According to Salesforce, 67% of...