The insurance business is built on relationships. As a National Account Manager at Strategic Insurance Software (SIS), I have the pleasure of building many relationships with current and prospective clients each day.
Earlier this month I got the chance to build such relationships. Insurors of Tennessee gave my colleagues and I a chance to connect with close to two dozen independent insurance agency professionals at our Regional Learning workshop in Nashville, Tennessee.
Highlights of the day included:
- Partner XE community members networking with prospective agencies
- Popular “The Fastest Way To Do Everyday Tasks In Partner XE” session
The Partner XE Learning Workshop was a great event. I attended with our Commercial Lines Leader and the topics covered were directly relevant for our operations. Many of the capabilities reinforced what we were already doing, and the new enhancements made workflows easier and more effective so we can better serve our commercial clients. Thanks to Jake and SIS team for this training- it was a winner!” -Denise Joy, BlueGrass Insurance
- Additional sessions on maximizing Outlook integration, document management, and commercial workflows
- Open Q and A session with SIS staff, including President Michael Doran
- Multiple opportunities for networking and community-building
SIS President Michael Doran, Sales Executive Nick Massaro, and I were thankful for the chance to meet and network with so many agencies who challenged the status quo and switched to Partner XE.
I thank the Insurors of Tennessee for doing a superb job hosting the event – we in the SIS and Partner XE community appreciate their support.
If you weren’t able to attend this event, you can join us at our next Regional Learning at our headquarters in Columbus. Or, get in touch with us at [email protected] to find out more about how Partner XE can transform the way you do business.
Jake Thaxton, Director of Client Services joined SIS in 2012 and has helped transform Client Services into a cohesive, effective team that supports our clients daily use of Partner Platform. Known for his professionalism and software knowledge Jake has been instrumental in driving client experience success, leading a team that delivers world class customer support for ongoing issue resolution in the most efficient and effective ways.
Jake graduated from the University of Cincinnati with a major in Business Economics. In his free time, he enjoys spending time with his family, traveling and golfing.