Most well-run independent insurance agencies eventually fall into the “routine trap.” This is the phenomenon of sticking to established systems and processes, experiencing some success – but [...]
Perkins Insurance Agency – Abilene, TX
As we began to look at other systems we realized Partner XE was a good fit for us. Part of that decision was based on being able to save a lot per month over our old system and going from no relationship to partners you can go to and talk to at any time. Our experience has been phenomenal. From the product itself, improvements they continue to make, to the staff that came out and trained us. I really feel like we can call them friends now.
THW Insurance Services – Lebanon, TN
From beginning to end it was a success. They took us step by step through everything. We didn’t have to worry about the conversion or losing data. They were very reassuring. We love working with all of the team members. They are easily accessible and almost like family. It has been a great experience.
Jaffe Tilchin Independent Insurance Services – Tampa, FL
I think the key with SIS is how much they are willing to help. They work toward making a better product through the engagement with agencies. We feel instrumental in that change. We grow with them and they grow with us. It’s a pleasure to work with a company that wants to work with you.
SIS has completed hundreds of data conversions from every major agency management system. Rest easy knowing all of your operational data, contacts, and policy information can be moved into Partner XE in seven days or fewer.