OKAYO vs. SIS Partner Platform

I think it may be ok for a small personal lines agency. The price point is good but you get what you pay for. In our experience, Support is lacking and there are just lots of issues if you have a commercial lines agency.

• Downloads
• Personal lines
• cheaper

• Prospect side of system lacks functionality of the client side.
• No search function in notes/the main area to view all activity (not just documents, but any additional notes such as logs of discussions with producers/clients/prospects, logged phone calls, etc.). Should have same search functionality in Notes as in Documents.
• "Quick Summary" profiles lack functionality of true client profile area.
• No ability to turn off downloads..........wipes out too much underwriting detail. Too many lines of business don't download (not sure whether SIS Partner issue or carrier side issue). No Garage, Crime, Equipment Floaters, Builders Risk-Installation Floater, etc.
• From a commercial standpoint, their policy detail really only addresses the five major lines of business, i.e., Property, GL, Auto, WC and Umbrella. Other ancillary lines, there is no where to input policy detail (other than in a General Remarks section), which doesn't show up on the "summary" detail.
• Very apparent this system was developed for Personal Lines and not meant to handle large, sophisticated Commercial Lines accounts. When you deal with their Help Desk folks........they are totally insurance unknowledgeable, and often don't understand what is being asked of them.
• Help Desk "pat" answer is "we'll add it to the enhancement list", but there are thing requested long ago and still not fixed/changed.

I think it is a great system if a policy and or changes download. After that, in our experience, all the manual entry is very difficult. In my opinion, it appears to be built by tech people and not insurance people.

Horrible! There are other systems that would have been better than this, even if management didn't want to spend the $$$ to upgrade to Epic...

• Believe management choose the system strictly based on price and you get what you pay for.
• That's what happens when you're owned by a bank that doesn't get/understand insurance.