Strategic Insurance Software (SIS) and Risk Management Technologies (RMT) today announced a partnership for the benefit of SIS Partner XE agencies. This partnership will allow agencies using Partner XE to create interactive, web-based insurance proposals and coverage review checklists via RMT Insight at a significantly reduced price.
Michael Doran, President of SIS, states, “Providing our agencies with the right tools and technologies is critical to our mission. With RMT Insight added to the capabilities Partner XE provides, it allows agencies to differentiate themselves in the market and sell more business. Their unique proposal engine paired with their ability to ensure that agencies are tracking all potential coverage options is unique in the market and will be a benefit to our agencies.”
Starting in August 2014, this partnership will go into effect for all customers of SIS. RMT Insight will offer specialized implementation leveraging the Partner XE customer data.
Daniel Luketic, President of Risk Management Technologies, added “This is an exciting development for RMT Insight. SIS values their clients and has a strong agency management system. They are the type of organization we want to work with, and we believe our technology can augment Partner XE very well and help their agencies in market.”
About RMT Insight
Headquartered in Boardman, Ohio, RMT Insight is a product of Risk Management Technologies LLC. RMT Insight was created by agents, for agents. Our mission is to help agencies grow sales and avoid errors and omissions issues by making easy-to-use web-based applications for agents and agencies.
RMT Insight allows agencies to quickly produce detailed, customized coverage proposals that outshine the competition. RMT Insight also allows agencies to create more touch points with current clients by automating coverage reviews aimed at rounding out accounts and capturing critical documentation of coverage rejection. Qualifying agencies can even receive up to a 5% discount on Utica National Insurance Group E&O premiums. Even small agencies could save hundreds of dollars immediately, mid-size and large agencies could save thousands.
