Independent Insurance Accounting – Breaking Down Your Commission
If you’re tracking your agency’s premiums and commissions by Excel STOP right now! Back away slowly from your computer…you don’t need to do this! Using Excel to track your commissions is like using a pair of scissors to cut your lawn: it gets the job done, but it is...
Strategic Insurance Software Promotes Michael Doran to President
After two years growing SIS’ sales as EVP of Marketing and Sales, Michael Doran has been promoted to President. The leadership team at Strategic Insurance Software (SIS) is pleased to announce the promotion of Michael Doran to President. In his new role, Doran will be...
Strategic Insurance Software (SIS) and NxTech Announce New Partnership
SIS’ customers will benefit from easier agency management integrations with self-service portals and best of breed technology tools. On April 25, Strategic Insurance Software (SIS), the maker of Partner XE, a leading agency management system for independent agents,...
Integrated Accounting – Benefits to Boost Your Insurance Agency
In a recent post, we took a look at the differences between cash and accrual accounting methods, both of which have their own benefits. No matter which methods your agency is using, you should be using it within an integrated accounting system. Integrated accounting...
Questions Independent Insurance Agencies Need to Ask Before Switching to an Accrual Accounting System
In our last post we looked at the differences between cash and accrual accounting and, although each has its own benefits and drawbacks, most insurance agencies tend to use an accrual accounting system. If you’re using a cash system you may find that, as your agency...
Keeping Up with Finances for Your Insurance Agency: Cash vs Accrual Accounting
In your day to day, you may not think much about the on-going processes of your agency. As we mentioned in a previous post , it is important to know your agency’s systems, and to make sure you’re getting things done in the most efficient and effective ways. One of the...
Make Your Agency Management System a Perfect Fit
We all know the story of Goldilocks and the three bears: Goldilocks tries out the bears’ food, chairs and beds and settles in to the items that are “just right.” When it comes to your agency management system, you need to be Goldilocks (minus the breaking and...
Making Your Work Flow: Mapping Your Management System to Your Processes
As we’ve mentioned in some of our previous posts, it is important for you to take a good, hard look at your agency’s processes to ensure you’re maximizing your time and efforts. This can seem like a daunting task, but it can be surprisingly easy when you break down...
NASPA to Host National Partner XE User Conference, April 24-25
The National Association of Partner Agents (NASPA), the official user group of the insurance agency management system Partner XE, will be hosting its national user conference in Columbus, Ohio April 24-25, 2014. The conference offers Partner XE users two days of...
Never Stop Learning – Utilize Agency Management System Training
Have you ever had the experience of finding out you’ve been using something wrong all along? It can be quite frustrating to find out you’ve wasted so much time and energy. This usually happens when we don’t read the instructions, receive training or ask for advice...