Independent insurance agents choose SIS and Partner XE
At SIS we understand that you have numerous options when searching for an agency management system. Agencies choose SIS and Partner XE for a variety of reasons, first and foremost because the system has been designed to meet the independent agency’s needs. Here are some of the reasons customers have chosen Partner XE.
Justin Honey
CONNECT WITH CARRIERS
Focus on Scalability, Commercial Downloads, Value, Functionality, Ease of Use
Scalability, value and ease-of-use were all important to Justin Honey, of Absolute Integrity Insurance, when he was shopping for agency management systems. He found all of the above and more with Partner XE.
“Partner XE was the most value for the price,” he said. “When I looked at upfront costs and the cost to add users, Partner XE won out. I don’t want to switch management systems in a few years. I want something that’s just going last and be with me for a long time at a reasonable rate.” READ THE FULL STORY
Leslie Huesman
STREAMLINE ACCOUNTING, GO PAPERLESS, ENHANCE CUSTOMER SERVICE
Focus on Accounting, DocBox (paperless environment)
According to Leslie Huesman of Huesman Insurance Group in Cincinnati, the best part about Partner XE is the integrated accounting feature. “I tell everyone XE is accounting for dummies,” she said. With Partner XE, I can get our entire agency billing and accounting done in three or four hours a month.” Other key benefits, she points to include the ease of the DocBox document management system, the overall ease of use and the responsiveness of the SIS team. READ THE FULL STORY
Bill McCalla
Manage Workflow, Enhance Customer Service
Focus on Ease of Use, Functionality and Streamlined Operations
For Bill McCalla, President of First Newnan Insurance Group, Inc. in Newnan, Georgia, having an agency management system in place is integral to the success of his business. Security, accessibility, offsite backup and ease of use all rank high on his list of important features.
Partner XE from SIS has provided him with all of the above and more.
“One aspect that I have been especially happy with is the system’s comprehension and its functionality,” he said. “We can access files, email and perform other functions very easily. It’s logical. I would say it’s definitely easy to use, especially when you compare it to some of the other systems.”
“Partner XE is a solid system. It fits with exactly what we need. Some systems are so complicated with functions that my staff will never learn and will never use, but with the SIS system I feel like it’s a great value with lots of good functionality at a reasonable. READ THE FULL STORY
Bill McGraw
MANAGE WORKFLOW
Focus on Scalability and SIS Service
In addition to the features he gets with Partner XE, (or “the technology that enables me to run a business well”) Bill McGraw of Yazoo Insurance Agency in Yazoo, Mississippi values the service he receives from the SIS team and the overall scalability of the system.
“My experience has always been outstanding with SIS customer service. That is really what sets them apart from other vendors. The SIS customer service people are, well, “customer oriented,” he said. READ THE FULL STORY
Mike Miller
ENHANCE CUSTOMER SERVICE, MANAGE WORKFLOW
Focus on Efficiency, Enhanced Customer Service and Streamlined Operations
Mike Miller of Sheward Insurance Agency in Jackson, OH credits Partner XE with the overall efficiency of his agency operations. Everything from the scheduling screen, to the signature feature, to the backups and security which come with the system, saves time and money and streamlines operations.
“With Partner XE, we are able to provide much more service to our customers, much faster and at a much-reduced cost. While automation costs money, the reality is that an agency management system like Partner XE saves us money,” he said. READ THE FULL STORY
Morgan Mulch
MANAGE WORKFLOW, CONNECT WITH CARRIERS
Focus on Ease of Use, Downloads and SIS Service
Morgan Mulch tried several other insurance agency management systems before turning to SIS and Partner XE. What he found is that the SIS team understands his business and has designed their product accordingly. Workflows “make sense,” it’s an online system that can be accessed from just about anywhere and the download and accounting features are extremely easy to use.
“The Partner XE team understands workflows. You can have the best database in the world but if your producers can’t access the information they need in a way that makes sense to them it might as well not be there,” he said. READ THE FULL STORY
Kevin O*Brien
ENHANCE CUSTOMER SERVICE, GROW YOUR BUSINESS
Focus on Ease of Use, Minimum Clicks, Marketing
For Kevin O*Brien, the best part about using his Partner XE agency management system is that it helps him grow his business through its easy-to-use interface and “minimum click” functionality. He is also impressed with the marketing, reporting and inquiry capabilities.
“The integrated email communication is fabulous. The ability to capture email communication with underwriters and clients within the system is excellent. The fact that it integrates with Outlook® in a plug-and-play fashion makes it easy,” he said. READ THE FULL STORY
Jeff Sargeant
GROW YOUR BUSINESS
Focus on Marketing
According to Jeff Sargeant of Community Insurance Group, Ltd., a rapidly expanding operation in southwest Ohio, the Partner XE agency management system has contributed to the overall growth of his business.
“Our management system makes us so efficient that we’re able to spend more time in one-on-one interaction with the customer,” he said.
“ Of course, it (also) helps us more effectively track all of our prospecting, manage our lists and record how and how often we’re marketing to each individual,” he added. READ THE FULL STORY
Scott Wiedemann
MANAGE WORKFLOW
Focus on Ease of Use and SIS Service
For Scott Wiedemann of Wiedemann Insurance Agency in Yukon, Oklahoma, the third time was a charm. After trying two other agency management systems and finding them difficult to learn and cumbersome to use, he turned to SIS. Partner XE, he said, has been another story.
“I don’t know that we are using it to its fullest capacity even yet, but our primary concern was, since we write with several different insurance companies, we wanted one location where we could download our policies into rather than having to get into each company’s website individually. When you have a large number of clients, it’s sometimes hard to remember what client is with what company, so we wanted to be able to consolidate all of our clients into one place. Partner XE has definitely done that for us,” he said. READ THE FULL STORY
