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1 
CHANGE 
MANAGEMENT
2 
CONTENTS 
The Big Question(s)................................................................. 4 
The Next Steps......................................................................... 7 
The Transition........................................................................... 9 
The 5 Rules of Change.......................................................... 12
3 
Transitions are a necessary part of growth and 
improvement. The longer change is avoided, the 
more difficult the transition becomes! 
This eGuide is a helpful tool in guiding you through 
management system changes in your independent 
insurance agency.
4 Th?e Big Question(s)
? The Big Question(s) 
Get your agency ready for change! 
5 
Start by asking yourself: 
1 
2 
What are the signs? 
n Constant frustration 
n Frequent complaints 
n Wishing for something better 
n Underutilizing the current system 
n Paying for more than you need 
Who do you consult? 
n Staff 
n Peers 
n Provider
? The Big Question(s) 
6 
3 
4 
How much do you change? 
n Small tweaks or system overhaul 
n Budget is a factor 
n Plan out and prioritize 
Can we do it? 
n YES! 
n Preparation, planning and 
patience will get you there
7 
The Next Steps
8 
The Next Steps 
Investigate and Decide 
Communicate and Consult 
with Staff 
Stay in Contact with Your 
Provider 
Make a Plan 
Develop a Timeline 
Aspects to Consider: 
When will the transition 
start? How long will it last? 
Who are the point people? 
How will it happen? All at 
once, or in segments? 
How and when will staff 
training happen? Is client 
training needed? 
How and when will 
new system evaluation 
take place? How will 
adjustments be made?
9 
The Transition
10 
The Transition 
Successful transitions 
require: 
n Foresight 
Create a plan, and be flexible when needed 
n Communication 
Stay in contact with your provider, staff and clients 
n Commitment 
There will be moments of doubt—expect difficulty 
and also expect the situation to improve 
n Patience 
It takes time to adjust to a new system 
Find out your provider’s 
training details such as: 
Training cost: one time 
fee vs. pay per training 
Training packaging: 
online, in person or both 
Training frequency: one 
time training vs. monthly or 
annual trainings 
Other training resources: 
webinars, online tutorials, 
personal training rep, etc.
11 
The 5 Rules of Change
12 
The 5 Rules of Change 
1 
2 
3 
4 
5 
Things Will Go Wrong 
Accept it, report it, fix it, and move on 
Comparison is Dangerous 
Living in the past is not a formula for success, let go and accept the change 
Someone Will Hate It 
Hear out complaints, make changes if needed, just listen if not 
Use Your Resources 
Includes personalized training, online tutorials, user groups 
Your Provider Is Your Friend 
They know your system and have gone through this before
13 
To help your agency prepare for change, the best 
thing you can do is be well prepared and anticipate the 
challenges that can be associated with change. Having a 
good provider is essential to making a smooth transition, 
and the SIS support team believes wholeheartedly in 
providing you with constant support throughout your system 
transition, including offering a personal customer service 
representative and personalized trainings for your staff. 
Connect with us today to get the conversation started!
14 
About SIS 
Headquartered in Columbus, Ohio, Strategic Insurance Software (SIS) is the team behind Partner XE— 
an innovative and secure web–based insurance agency management system that helps independent 
agencies streamline workflow and grow their business. Built on a foundation of strong technology and 
exceptional service, we’re moving forward with a constant eye on innovation that will make independent 
agents’ lives easier. 
About Partner XE 
Supporting downloads from nearly 300 carriers, real time interaction, integrated agency accounting, 
and much more, Partner XE is a full–featured agency management system at an affordable cost for the 
independent insurance agency. For more information, please visit www.sisware.com 
4181 Arlingate Plaza, Columbus, Ohio 43228 | 800.747.9273 | www.sisware.com

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Change Mangement

  • 2. 2 CONTENTS The Big Question(s)................................................................. 4 The Next Steps......................................................................... 7 The Transition........................................................................... 9 The 5 Rules of Change.......................................................... 12
  • 3. 3 Transitions are a necessary part of growth and improvement. The longer change is avoided, the more difficult the transition becomes! This eGuide is a helpful tool in guiding you through management system changes in your independent insurance agency.
  • 4. 4 Th?e Big Question(s)
  • 5. ? The Big Question(s) Get your agency ready for change! 5 Start by asking yourself: 1 2 What are the signs? n Constant frustration n Frequent complaints n Wishing for something better n Underutilizing the current system n Paying for more than you need Who do you consult? n Staff n Peers n Provider
  • 6. ? The Big Question(s) 6 3 4 How much do you change? n Small tweaks or system overhaul n Budget is a factor n Plan out and prioritize Can we do it? n YES! n Preparation, planning and patience will get you there
  • 7. 7 The Next Steps
  • 8. 8 The Next Steps Investigate and Decide Communicate and Consult with Staff Stay in Contact with Your Provider Make a Plan Develop a Timeline Aspects to Consider: When will the transition start? How long will it last? Who are the point people? How will it happen? All at once, or in segments? How and when will staff training happen? Is client training needed? How and when will new system evaluation take place? How will adjustments be made?
  • 10. 10 The Transition Successful transitions require: n Foresight Create a plan, and be flexible when needed n Communication Stay in contact with your provider, staff and clients n Commitment There will be moments of doubt—expect difficulty and also expect the situation to improve n Patience It takes time to adjust to a new system Find out your provider’s training details such as: Training cost: one time fee vs. pay per training Training packaging: online, in person or both Training frequency: one time training vs. monthly or annual trainings Other training resources: webinars, online tutorials, personal training rep, etc.
  • 11. 11 The 5 Rules of Change
  • 12. 12 The 5 Rules of Change 1 2 3 4 5 Things Will Go Wrong Accept it, report it, fix it, and move on Comparison is Dangerous Living in the past is not a formula for success, let go and accept the change Someone Will Hate It Hear out complaints, make changes if needed, just listen if not Use Your Resources Includes personalized training, online tutorials, user groups Your Provider Is Your Friend They know your system and have gone through this before
  • 13. 13 To help your agency prepare for change, the best thing you can do is be well prepared and anticipate the challenges that can be associated with change. Having a good provider is essential to making a smooth transition, and the SIS support team believes wholeheartedly in providing you with constant support throughout your system transition, including offering a personal customer service representative and personalized trainings for your staff. Connect with us today to get the conversation started!
  • 14. 14 About SIS Headquartered in Columbus, Ohio, Strategic Insurance Software (SIS) is the team behind Partner XE— an innovative and secure web–based insurance agency management system that helps independent agencies streamline workflow and grow their business. Built on a foundation of strong technology and exceptional service, we’re moving forward with a constant eye on innovation that will make independent agents’ lives easier. About Partner XE Supporting downloads from nearly 300 carriers, real time interaction, integrated agency accounting, and much more, Partner XE is a full–featured agency management system at an affordable cost for the independent insurance agency. For more information, please visit www.sisware.com 4181 Arlingate Plaza, Columbus, Ohio 43228 | 800.747.9273 | www.sisware.com