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

Overall Satisfaction with SIS Partner Platform

Use Cases and Deployment Scope

We switched to SIS Partner Platform in 2022-2023. We were on Applied TAM at the time and the demos all appeared to have more functions for less money. Once we switched and tried to switch back this year we have found lots of issues with the system. They lack in CL forms, accounting, processes, and the support is non-existent if you need to talk to a person.

Also, when we moved, Applied sent them policy level information. But when we moved to Epic, SIS Partner Platform would only send "shells" of the policies. Any information had to be redownloaded from the carriers or manually input.

They also are continuing to charge us, as apparently the fine print of the contract is that it "auto renews" after each year. So, in our experience, you basically can only leave at contract time each year. At signing we were told we could leave after 2 years for any reason, this appears to not be the case.

In my opinion, I would run to someone else if you are a commercial lines agency and considering this system.

Pros and Cons

Pros

Downloads
Personal lines
cheaper

Cons

No phone call number for support
In our experience, Inland Marine forms seemed off
In our experience, very very difficult in filling out new accords for input
In our opinion, accounting systems are not good
In our experience, fine print in the contract and it "auto renews" every year
In our experience, they only return the shells when you leave after accepting all your information

Return on Investment

downloads
technology
Reports

Usability

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.

Alternatives Considered

Applied Epic and Applied TAM

I think Applied has way, way better support and seems to understand the insurance needs much better. Applied also has a much better accounting system IMO, and doesn't hold your data hostage when you try to leave.

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?

Did implementation of SIS Partner Platform go as expected?

Yes

Would you buy SIS Partner Platform again?

Likelihood to Recommend

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.

Comments

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