When Lara Moffitt began as CEO of MHJ Insurance, her first order of business was to find a new agency management system. She knew their old system was complicated, expensive, and had poor customer service. It was clearly time for MHJ to make a change.
So, Lara rallied her team to start their search for a new agency management system provider. The three-month-long project included a series of interviews, demos, and plenty of internal discussions about what was working and what wasn’t.
In the end, Lara’s team saw SIS and Partner Platform as the best choice for their agency. Since signing on, they haven’t looked back.
In our conversation, we covered:
- What Lara and her team looked for in an agency management system
- How they conducted their agency management system search
- What made Partner Platform and the SIS team stand out
- How their transition experience went
- And more!
You can see MHJ’s story and our other Partner Platform agency stories on our Client Stories page here. Discover more about the Partner Platform agency management system suite, our technology partners, and our community on our website at sispartnerplatform.com.