DanPhil Richard Insurance Client Story - FINALvers, MA-based Phil Richard Insurance was founded by Phil and his wife Patti in 1988. The independent, full-service agency is truly family-owned, with Phil as owner, Patti as CFO, and daughters Jacqui and Jordan also working for the agency.

This first-generation agency has always been ahead of the curve. “Having a vision for the future continues to contribute to our success,” said Phil of the agency, “It is important to us that we are always looking a little bit further down the road, thinking about how to remain a viable, profitable entity.” But, when it came to their agency management system, the Richards were having trouble finding a system and provider that fit their nimble, innovative business.

Enter SIS and Partner XE. When Phil saw a Partner XE demonstration at the Massachusetts Agent’s Convention in Boston, he got connected – even though the agency had just switched to a new, big name provider. After only two years it was clear they still needed a new solution. Phil called up the SIS team to get a Partner XE demo.  “As (our staff) was ‘oohing’ and ‘ahhing’ through it, we all agreed Partner XE could do everything our agency needed without all of the fluff,” Phil said. He and his staff were sold.

We talked with Phil to find out more about his management system journey. In our conversation we talked about:

  • What he and his staff were looking for in a new system
  • How they made the management system decision
  • Which Partner XE features they use the most
  • What it’s like working with the SIS staff
  • How their agency has changed since switching to Partner XE
  • And more!

Read our full conversation with Phil on our Client Stories page.

Does Phil’s story sound familiar? Find out how Partner XE and SIS can bring the agility and personalized service your agency needs to help you continue to grow.

Get in touch with us to view a Partner XE demo and start your journey today!

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