Since its founding in 1919, Sweet and Associates has been a family-owned and operated agency serving the Detroit area. Jim Waun is the fourth generation of his family to run the agency, stepping into the role with a lifetime of experience growing up in the industry. His years of experience led Jim to make a bold decision: ditching the system they’d been with for 20 years and switching to a new agency management system provider.

“It was outdated, plain and simple,” Jim said of their old system. “It had ease of use, but you couldn’t do much with it.  Besides that, the cost was far too high. Cost was a big impetus to us making a change.”

We talked with Jim about what prompted him to make the switch and what led him to SIS and Partner XE. In our conversation, we covered:

  • Finding a system with the functionality that fits your agency
  • Holding out for a provider that cares
  • Getting the best price for your system
  • Engaging your team in training
  • Leveraging support resources

Check out our conversation with Jim and other Partner XE agency owners on our conversation with Jim. Like what you hear? Get in touch with us at [email protected] or 800.747.7005, Option 6 to get our conversation started.

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