With hundreds of conversions from more than 20 different agency management systems under our belt, SIS has designed Partner XE’s StartRight implementation process to make your transition simple, flexible and low stress. Our commitment to your success begins the minute you come on board.
One of our experienced implementation specialists will contact you to get to know you and your independent insurance agency. In order for us to help your independent insurance agency get the most out of the Partner XE agency management system, we take the time to fully understand your needs and recommend key tasks and training to prepare for the implementation.
Once we understand your specific needs we can work with you to establish a realistic timeline to go live with the Partner XE agency management system. The plan includes schedules and deliverables for training, data conversion, transition date, and support needs.
We know all independent insurance agencies are unique and we have created learning programs to accommodate differences in size, location, and role definition. Using the right combination of online training, live phone training, workshops, and in-agency training, SIS works with you to ensure effective use of the Partner XE agency management system from the start.
Your assigned specialist will monitor your progress along the way and provide feedback as needed. Our team is always available for questions.
You will have access to a unique “test environment” that gives everyone in your independent insurance agency the opportunity to apply and practice their learning in a live system without affecting any data in your production environment.
While your independent insurance agency staff is learning how to use the Partner XE agency management system, SIS team members will work with you to help you acquire data from your existing agency management system for conversion and/or prepare to populate your database through initial loads.
We work with you to set up carrier downloads so new information populates correctly to Partner XE.
When it comes time to transition to full time use of the Partner XE agency management system, our team will be with you to make sure everything is in its proper place.
You are a valued partner and we respect our partnership. Once your independent insurance agency is up and running, we will continue to respond to your questions quickly and accurately, resolve any issues as expediently as possible, and work hard to continually earn your trust.
“It’s twice the system, and the personnel are twice as responsive as our old provider. Transition was too easy – no headache, no regrets.” – Pat Hull, Jacobs-Weber Insurance