As we head into summer, the Partner XE team is back in our Columbus headquarters wrapping up a nine-state Regional Learnings tour over the past few months. We’re grateful for the turnout and collaboration with the Partner XE User Community in Massachusetts, Connecticut, Pennsylvania, Wisconsin, Minnesota, Missouri, Iowa, Illinois, and Ohio and look forward to visiting even more regions in the Fall.
Community matters. It can push us, shape us, affirm beliefs, and challenge them to make us better. That’s why we at SIS shaped our Partner Platform agency management tool around community. Whether it’s our community of Partner agencies or our partnership with local insurance groups, we believe in being a part of community whenever possible.
We wrapped up another round of engaging Partner Regional Learnings with visits to Massachusetts and Connecticut. The groups of 20-30 each had a great time learning how to maximize the insurance management system Partner Platform and provided great insights into future upgrades and enhancements.
At each Learning, we always see a nice blend of new and tenured clients. This mixture of skill and experience levels leads to stimulating collaboration, with each Partner agency learning helpful tips and tricks for system use.
Partner Regional Learnings are never “another boring software event.” Each training focuses on using the Partner Platform the best way possible and engaging superusers in feedback sessions for enhancements. Ideas vary by state, specifically around state-specific insurance regulations, but are always thoughtful and innovative. Engaging with such a vibrant, creative community is invigorating!
One of the best parts of the Regional Learnings are the questions. Commonly asked questions tend to focus on efficiency. Our Partner agents want to make sure they’re using the Partner Platform the best way possible. We focus on every little click and keystroke, highlighting ways to do more with fewer actions. These shortcuts make a huge difference in areas like document management and certificates. No matter how long someone has used the system, they’ll always learn something new.
We’re grateful our Partner community engages in this way. Agencies who embrace coming to regional events like these, attending webinars and joining us at national industry conferences have a significant impact on the direction of SIS, Partner Platform, and our industry partners. Engagement in the Partner community means shaping our goals and growth, which in turn impacts the growth of our Partner agencies.
The Partner XE community closed out 2017 with a unique Regional Learning experience. Partner agencies joined us from Pennsylvania, Michigan, Ohio, and even New York state to participate in our first ever track-based Regional Learning event.
Our Partner XE Regional Learnings continue to expand! Earlier this month, the SIS team traveled east for a Regional Learning in Greensburg, PA near Pittsburgh. SIS President Michael Doran recapped the event below.
We couldn’t have felt more at home at our Partner XE Regional Learning event at Tuscano Agency in Greensburg, PA. Pinnacle Group Insurance Services’ Kirk Haldeman and Rob Tuscano, Robin Tuscano, Jeremy George and the rest of the team at the Tuscano Agency brought a positivity and warmth to the training that extended for the day.
The Western PA Partner XE Community gathered for four hours of high-quality training. While four hours of software training may sound tiresome, nothing could have been further from the truth. Between Browns/Steelers barbs and Penn State/Ohio State jibes, good laughs were shared by all.
Manager of Client Services Jake Thaxton led the training, keeping it both lively and informative. Here’s what our community members had to say about the training:
“…I thought the workshop was excellent and look forward to sharing the changes with our staff. Thanks for continuing to improve the system!”
“Thank you for a very informative couple of hours. We’re excited to move forward with SIS. Everyone I’ve worked with on your staff is very helpful and professional. It’s much appreciated.”
“I always appreciate how ‘reachable’ the folks at SIS are. Thanks for coming out to Western PA. I picked up some helpful nuggets I’ll share with the office. And I have no problem offering testimonials!”
“…the meeting was so informative…that we came into the office today and shared what we learned. We’re moving along more efficiently in Partner XE. I’m so thrilled to learn all these new capabilities.”
We look forward to continuing to support the Partner XE Community in Western Pennsylvania and thank them for making it a wonderful event.
To bring a Regional Learning to your area, get in touch with your account manager or contact us at 800.747.7005, Option 6.
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