Change Management

Change Management

Change Management

To help your agency prepare for change, the best thing you can do is be well prepared and anticipate the challenges that can be associated with change. Having a good provider is essential to making a smooth transition, and the SIS support team believes wholeheartedly in providing you with constant support throughout your system transition, including offering a personal customer service representative and personalized trainings for your staff. Connect with us today to get the conversation started!

In this eGuide, we’ll hit on the major legislation regarding data security for insurance agencies, and provide tips and tools to help keep your agency compliant and your clients protected.

What’s Inside

  • The Big Question(s)
  • The Next Steps
  • The Transition
  • The 5 Rules of Change

Let’s Connect

E and O Management: Best Practices for the Independent Insurance Agency

E and O Management: Best Practices for the Independent Insurance Agency

Best Practices for Independent Insurance Agency

Managing your agency’s E&O compliance is a crucial part of maintaining your reputation and legality. However, it can be difficult to keep track of all the details related to E&O management. In this eGuide, we’ll look at ways to keep your agency E&O compliant. Armed with a vigilant eye and well thought-out processes, you can rest assured your agency is avoiding errors and omissions, and providing your clients the best service and care.

What’s Inside

  • Common Mistakes
  • Practices and Tools
    • Checklists
    • Recording Email
    • Mobile Apps
    • Your Agency Management System
  • Conclusion

Let's Connect

Setting and Achieving Goals for Your Independent Insurance Agency

Setting and Achieving Goals for Your Independent Insurance Agency

New Year, New Agency

There is a reason why so many people make resolutions before the start of a new year: a blank slate. The idea that you can start anew is liberating, and holds so much promise for success. You and your independent insurance agency can take advantage of this new beginning! In this eGuide we’ll explore the ways in which you and your agency can set and meet goals for this year (and beyond).

What’s Inside

  • Start New Habits
  • Set Goals
  • Mark Success
  • Reevaluate, Revise and Repeat!

Let's Connect

Adding Value to Your Agency with Commercial Lines Downloads

Adding Value to Your Agency with Commercial Lines Downloads

Commercial lines policy details download (CLDL) is on the rise, and for good reason! Streamlined, consistent client records and data tend to put a smile on the faces of carriers, agency staff, and clients alike. In this eGuide, you’ll learn all the facts on CLDL and how to implement it in your agency.

What’s Inside

  • Benefits of Commercial Lines Download (CLDL)
  • Recent Improvements
  • Steps to Success
  • Partnering Right

Let's Connect

How to Choose an Agency Management System

How to Choose an Agency Management System

How to Choose and Agency Management System

The decision to automate your agency or to change your current Agency Management System is a challenging endeavor—figuring out which one to choose, even more so.

Depending on which system you choose, your agency management system will have the functionality to be so much more than a simple database program that houses the names and contact information of your clients. It will empower you to make critical business decisions by providing visibility into all facets of your agency. It will also enhance customer service, streamline workflow and increase employee productivity in addition to providing E&O protection and much more.

There are currently more than 70 Agency Management Systems on the market, all with varying levels of functionality, support and pricing, and even in a best case scenario converting from one system to another is an investment in the future that takes time and resources.

For these reasons and more, taking the time up front to determine which system and vendor makes the most sense for your agency is very important.

Let's Connect