The one-day workshop seeks to help SIS’ partner agencies maximize the benefits of their agency management system.

Building on the momentum of several well-attended regional workshops over the course of the last year and a successful national conference last spring, Strategic Insurance Software (SIS) will host a Partner XE regional user workshop December 12 at the Louisville Marriott East in Louisville, Kentucky.

Geared towards agency owners, office managers and CSRs, the interactive learning workshop will provide the opportunity for attendees to network with other Partner XE agencies and learn how to maximize the capabilities of the system.

The learning workshop is part of SIS’ continued investment in client relationships through education.

“We value providing continuing education to our clients,” said Michael Doran, President of SIS. “Our goal is to increase the number of regional user workshops and conferences to continue building the community and supporting clients no matter where they are located.”

The workshops starts at 9:30 am and ends at 3:30pm. Breakfast and lunch are included for attendees.

Topics include:

  • How to utilize recent enhancements in day-to-day workflow
  • Shortcuts that enable users to more quickly accomplish tasks
  • Reporting and how to enter and pull information from Partner XE Outlook Plug-In
  • Ways to pull lists, create letters, and run campaigns

Upcoming regional learning events will be held January 28 in Utah, and March 19 in Massachusetts.

About SIS: Headquartered in Columbus, Ohio, SIS is the team behind Partner XE insurance software – an innovative web-based insurance agency management system that helps independent agencies streamline workflow and grow their business. Built on a foundation of strong technology and exceptional service, we’re moving forward with a constant eye on innovation that will make independent agents’ lives easier. For more information, please visithttps://sispartnerplatform.com.

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