We at SIS are proud to serve agencies with our specialized independent agency insurance system, Partner Platform. Our decision to serve local, independent agencies was intentional and continues to be a defining factor in who we are today. Our Partner Platform system...
Conversion Checklist, What to Ask, What to Expect
Let this eGuide serve as your checklist to ensure you’re getting all of the above. We’ll focus on questions that get at the potential provider’s transition plan, training, and data transfer and back up.
- Transition Planning
- Transition Timeline
- Data Processing
- Backup and Storage
- Training and Support