When Kathy Mulder of Nolan Insurance Agency heard her current management system was being retired, she did anything but panic. With nearly 50 years of service behind them, Kathy and her team knew this was an opportunity to find a provider they could keep for another 22 years.
“We hosted over 12 different agency management systems and asked them questions to uncover whether they could help us provide the level of customer service, and solid insurance solutions our customers expect,” Kathy said of the evaluation process. SIS and Partner XE were among those dozen providers.
We talked with Kathy to find out what she was looking for in an agency management system provider, and how SIS and Partner XE fit the bill. In our conversation we covered:
- The importance of personalized service
- The best Partner XE features
- How to prepare for a management system switch
- The truth behind data conversion