Item: SIS Partner Platform
Rating: 1
Author: Verified User

Use Cases and Deployment Scope

Migrated from Applied TAM to SIS Partner. Used across the entire organization as agency management system.

Pros and Cons

Good search function in documents.
Easy to drag emails/documents into the system and attach to client profile.

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.

Most Important Features

Can't think of any...not a single person I've talked to in the agency is happy with this system.

Return on Investment

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.

Alternatives Considered

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...

Key Insights

Do you think SIS Partner Platform delivers good value for the price?

Are you happy with SIS Partner Platform's feature set?

Did SIS Partner Platform live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of SIS Partner Platform go as expected?

Would you buy SIS Partner Platform again?

Not suited for a heavy commercial lines agency and/or one that has large, complex accounts. Too much policy detail isn't available within the system, so you end up having to either 1) go to carrier websites to pull copies of policies to determine accurate coverage, which is a hassle, especially if an active, endorsement active account or 2) go into documents to pull up copy(ies) of policy/endorsements to determine coverage or 3) keep a master copy of the policy, as issued (as a PDF) and note every endorsement change on that PDF, so you have one place to easily access how coverage stands at this point in time.

Unless you're a small Personal Lines or small Commercial Agency - don't buy it!

Overall Satisfaction with SIS Partner Platform