As SIS President, one of the most enjoyable experiences I participate in are the Partner XE Regional Learning Workshops. These learning events serve our independent insurance agency clients in many ways: investigating industry trends, illustrating how to maximize Partner XE’s capabilities and connecting users with the SIS team. Most importantly, these workshops accomplish an important goal—creating and fostering the Partner XE Community.
Read about our recent Regional Learning in Nashville!
Over the years, these learning workshops have grown in popularity. As the number of agencies choosing SIS grew (and continues to grow), the community of clients soon called for a stronger regional focus. We responded with smaller regional events, closer to our clients. These localized, intimate settings mirror our users’ agencies and enable independent agents in the area to develop relationships with one another. Creating these opportunities to network and learn is an important part of making our Partner XE Community great.
We regularly survey the Partner XE community’s input – like in our recent perpetuation survey
At these learning events, two things stand out:
Users are the teachers.
The SIS team always comes prepared with Partner XE demonstrations and tutorials targeting agency-specific needs. Yet in each session, community members soon take the lead. Members are eager to share with each other creative ways to use Partner XE to achieve the results they’re after. Our team may start the conversation, but it’s our clients that provide the best insights.
Connections fuel development.
The conversations and relationship-building moments at each workshop are significant. When independent agents are given this time to connect, they learn from one another and get better together. Our clients bring expertise and experience to each workshop, asking questions and making requests to improve the Partner XE system. This attitude is unique to our Partner XE community. I hear time and again from agents that they leave the Regional Workshops feeling energized, knowledgeable, and connected. For me, there is no higher praise.
The more clients work with SIS, the more they realize we’re not the typical agency management system provider. And that’s by design. As we continue to grow and evolve, our investment in the Partner XE community increases, too.
Want to know more about our innovative Partner XE user community? Contact us at [email protected] or 800.747.7005, Option 6. I look forward to hearing from you!
President of Strategic Insurance Software and a Partner at NuGrowth Solutions. At SIS, he is responsible for ensuring a great client experience. This involves all aspects of marketing, sales, implementation, client services and training. For the past two decades, Michael has worked at a variety of technology companies focusing on building great cultures and great client relationships.