Blog
Ask the Experts: Top Financial Questions and Best Accounting Software for Insurance Agents
When it comes to accounting, many agency owners want to throw up their hands. From accounting software to best practices for managing your book of business, it seems the world of insurance accounting is simultaneously critical and complex. It doesn’t have to be this...
Are You in Line with These 2019 Digital Insurance Advances?
We’re more than halfway through 2019, and as the days continue to get warmer, this year’s tech trends are heating up, too. We took a look back at some 2019 digital insurance trend predictions to see if they still hold up. What we found was many have moved from “up and...
What Are You Worth?: Insurance Agency Support Tools and Steps for Perpetuation Prep
Whether it’s year or decades off, you can be doing something right now to impact your agency’s perpetuation. Each day is an opportunity to increase your value, all you need is the right insurance agency support tools and methods. Essential Tools to Elevate Your...
Boosting Insurance Retention through Cross-Selling
Insurance retention is a critical piece of agency success. We all know the stats: it is far easier to keep a current customer than to search for a new one. Recent studies show it costs 5x more to hook a new customer than to keep an existing one. With stats like these,...
Sunning Your Summer in Security
Agency and insurance management system data security has always been a top priority for us at SIS. We built our Partner Platform agency management system suite with data safety and cybersecurity in mind, and it continues to be a topic we follow. This past May, agency...
Read This Post or Lose Your Customers
What makes quality customer service? Really, it’s not for you to say – it’s for your customers to define. Your customers have grown used to certain levels of service, and those expectations affect what they look for in their insurance agency support. And they’ll leave...
3 Keys to Getting Social and Gaining Prospects
It doesn’t matter whether you consider yourself introverted or extroverted; the fact is part of running an agency means meeting people and making connections. Everyone has their own way, but being social is a critical piece of your insurance agency marketing. Here are...
Insurance Prospecting as an Independent Agency
As an independent insurance agency, you have a significant advantage over the industry goliaths: community connections. No matter how hard they try, large insurance corporations cannot be part of a local community. You, however, have been a part of your community for...
Are You Leveraging the Best Agency Software?
As a small business with tight margins, independent insurance agents are smart to be wary of insurance software trends. New software requires investment – of both money and time – and agency owners want to be sure these investments pay off. We’ve got our ear to the...
Partner XE User Community Conference Recap
The 2019 Partner Community National Conference held May 9th-10th in Columbus, Ohio was a memorable event on many levels, including celebrating 10 years since the current leadership team acquired SIS and launched the Partner XE management system, precursor to...