We understand that you have options when searching for an agency management system. Independent insurance agencies choose Partner Platform for a variety of reasons, including a desire for a better relationship with a key provider, relevant capabilities that addressed meaningful outcomes for the agency, and long-term affordability.

Ultimately, independent insurance agencies choose Partner Platform for their agency management system because they trust in the people, the software, and the commitment to help their agency achieve their goals.  Hear from some of your peers, friends or fellow independent insurance owners about why they made the switch.

Aspen Agency, LLC

  • Based in Coon Rapids, MN
  • Founded in 1979
  • 60% Commercial, 40% Personal
  • 10 Employees

“The (Partner Platform) system, price, and personalization are outstanding, but in the end, it was the people that stood out to us. They just fit our approach. “

-Jen Wyels

Read more

Ephlin Insurance Group

  • Based in Bartlett, TN, serving Tennessee, Mississippi, and Arkansas
  • Founded in 2010
  • 75% Personal, 25% Commercial
  • 25 Employees

“I cannot stress enough…how great the personalized experience is with Partner Platform. It’s a relationship, it’s a team, and the product is built on relationships. The technology is terrific, but the relationships are that ‘special sauce’… I’m very appreciative of it, and I know my staff loves it. It’s not just an owner that loves it; the team loves it. “

-M.Britt Linder

Read more

Crawford-Butz Insurance

  • Based in St. Louis, MO
  • Founded in 1961
  • 70% Personal, 30% Commercial
  • 25 Employees

“(The Partner Platform system) is evolving to meet our needs, (so) why would we go somewhere else? It’s like we get a better system each update. There’s a huge downfall in a system that’s not willing to change. I like to position us with software that’s evolving and people that are innovators. That’s the Partner Platform team.”

-Kevin Butz

Read more

Dostal & Kirk Insurance and Financial Services

  • Based in Central Ohio – offices in Bucyrus, Galion, Marion, and Powell
  • Founded in 1875
  • 45% Commercial, 45% Personal, 10% Life & Health
  • 14 Employees

“Right out of the gate, we could tell the SIS team valued relationship in business and were not just selling a product. Their values felt very similar to ours…(After they) came to our first in-person meeting to demo Partner Platform…(w)e knew from that point on that we were more than a number to them. That relationship continues to this day.”

-Michael D. Dostal

Read more

Boyle Insurance Agency, Inc.

  • Based in Memphis, TN, additional location in Nashville, TN
  • Founded in 1933 as Boyle Investment Co.
  • 79% Commercial, 15% Personal, 1% Life, Health & Benefits
  • 25 Employees

“We were nervous, having flashbacks of our last conversion with our old provider. But it was such a breeze! All told, it took about six weeks to fully adapt, and we had someone working side-by-side with us the whole time. There was very little we had to do. “

-Cindi Gresham

Read more

Lyndall Insurance

  • Based in Chagrin Falls, OH
  • Founded in 1971
  • 65% personal lines, 35% commercial lines
  • 30 Employees

“We wanted someone who had the solid basics with an aspiration for steady growth. When we sat down with (SIS President) Michael (Doran) and the team, it was the right fit. It felt like sitting across the table from the agency management version of our own agency.”

– Craig Lyndall

Read more

Tarpey Insurance Group

  • Based in Wakefield, MA (branches in Saugus, Lexington, and Melrose)
  • Took ownership in 1979
  • 60% personal lines, 40% commercial lines
  • 35 Employees

“(The Partner Platform team) came up to visit us – in a snowstorm, no less. They showed us everything and answered every question…I saw the Partner Platform team was there to help us through anything. That was a big deal.”

– Elizabeth (Liz) Kent

Read more

McDermott Costa Insurance Brokers

  • Based in San Leandro, CA
  • Founded in 1938
  • 62% commercial lines, 22% personal lines,
    16% employee benefits
  • 40 Employees

“Partner Platform is focused on making our front-line people’s jobs easier…Anytime we run into an issue in the system, the team at SIS has been excellent about responding. I mean the turn-around time in responding to our questions – we could learn from them how to make our client support that good!”

– John Johnson

Read more

Tri-County Agency, Inc.

  • Based in Tawas City, Michigan
  • Founded in 1950
  • 65% personal, 35% commercial
  • 6 Employees

“Don’t just do what everybody else is doing. And really consider who you’re working with. At the end of the day, that was my decision-maker to go with Partner Platform and continues to be. We know and appreciate who we’re doing business with.”

– Cliff Miller

Read more

Turbeville Insurance Agency

  • Locations throughout South Carolina
  • Founded in 1991
  • 65 employees

“Partner is innovative, responsive, and the team is energetic and committed to making the product better. Our voice is finally being heard and our agency is valued. Looking back we should have made the switch sooner!”

– Pam Thompson

Read more

Smith-Berclair Insurance

  • Based in Memphis, TN
  • Founded in 1966
  • 45% personal and 55% commercial
  • 18 employees

“When I talk to people who are looking at Partner, I tell them one of the things that has impressed me the most has been the management and ownership. They are committed to making the product better and are spending the money and time to do so.”

– Brad Smith

Read more

Mercure Insurance Agency

  • Based in Southeastern, MI
  • Founded in 1890
  • 80% personal and 20% commercial
  • 6 employees

“Strategic Insurance Software is much like our agency, a more family type of company – they aren’t some big company that just wanted more money, more money and more money, without providing any real benefits.”

– Dan Mercure Jr.

Read more

Batchelder Bros. Insurance

  • Based in Sanford, ME
  • Founded in 1874
  • 40% commercial and 60% personal
  • 10 employees

“With Partner XE, you’ll benefit from constant improvements and updates to the system, some of which are scheduled upgrades, as well as other enhancements. You’ll also see custom features, as SIS listens to feedback from agencies and actually implements changes to serve specific agency needs.”

– Andrew Thayer

Read more

Poland & Sullivan Insurance, Inc.

  • Based in Newark, DE
  • Founded in 1970
  • 50% personal and 50% commercial
  • 10 employees

“Partner XE can not only offer all the functions that your agency needs, but also costs about 1/3 less than any of the solutions provided by the bigger providers. You get so much more for your money with Partner XE. Make the switch and you won’t regret it. In fact, your agency will be better for it.”

– John Yasik

Read more

The Insurance Shop, Inc.

  • Based in Odon, IN
  • Founded in 1977
  • 60% personal and 40% commercial
  • 9 employees

“The ease of use and cost sold us on Partner XE. Add to that the incredible service, and the ability to have personal relationships with your provider. Partner XE and SIS just can’t be beat.”

– John Britton

Read more

Bluegrass Insurance Services

  • Based in Elizabethtown, KY
  • Founded in 2008
  • 60% commercial and 30% personal
  • 13 employees

“With SIS and XE there is a level of attentiveness and support that you just don’t see anywhere else. They really care about making sure you get what you need for your agency. That XE lives up to your expectations and that you can serve your clients exactly as you need to. XE is an intuitive, easy-to-use system. Once you make the switch, you won’t look back.”

– Denise Joy

Read more

Sweet Insurance Agency

  • Based in Bingham Farms, MI
  • Founded in 1919
  • 65% commercial and 35% personal
  • 18 employees

“SIS’s customer service is fantastic. They’ve been on top of it from that first sales call to our latest support needs. Someone is always there to take our email or call, and our issues are resolved in no time.”

– Jim Waun

Read more

Jacobs-Weber Insurance

  • Based in Yoakum, TX
  • Founded in 1981
  • 60% commercial and 40% personal
  • 12 employees

“It’s twice the system, and the personnel are twice as responsive as our old provider. Transition was easy too – no headache, no regrets.”

– Pat Hull

Read more

Peterson Insurance Services

  • Based in Bartlett, TN
  • Founded in 1955
  • 60% personal and 40% commercial
  • 11 employees

“(Partner XE) just keeps getting better. And… the people are world-class. I would highly recommend it. After coming off our old system – you couldn’t pay me to change back!”

– Britt Linder

Read more

Unisource Insurance

  • Serving clients in greater Milwaukee and Madison metropolitan areas
  • Founded in 1978
  • 60% personal, 20% commercial and 20% life insurance
  • 25 employees

“(Partner XE is) … just much more user-friendly. Thanks to that, we’re getting more out of the software in these first fifteen months than we have in the past 25 years.”

– Andrea Nelson

Read more

Berndt and Murfin Insurance Agency

  • Three locations in Portsmouth, OH
  • Founded in 1921
  • 82% personal and 18% commercial
  • 30 employees

“I’ve seen the alternatives. I have the first-hand experience. Partner XE has the price and the functionality. It’s where you ”

– Dan Cassidy

Read more

Ann Arbor Insurance Associates

  • Serving clients in Michigan, California, Hawaii, Indiana, Ohio, and international locations based on commercial-client needs
  • Founded in 1985
  • 40% personal and 60% commercial
  • 7 employees

“We didn’t just want somebody new; we wanted the right fit. Just like with our customers, we wanted to make sure our new provider was the best choice for us. In the end, it was a total team choice to go with SIS.”

– Matt Derrenberger

Read more

Van Wyk Risk Solutions

  • Based in Grand Rapids, MI
  • Founded in 1982
  • 95% commercial
  • 26 employees

“What I often tell an agency owner is ‘If you want to be a number, stay where you are. If you want someone who will partner with you, you better be talking to SIS.”

– Max and Alison Van Wyk

Read more

Family Insurance Center

  • Locations: Seymour (main office), Freedom, Greenville, and Stockbridge, WI (7 locations)
  • Founded in 1988
  • 33% personal, 33% commercial ad 33% Farm
  • 30 employees

“The service is head and shoulders above what we experienced with our old provider. It’s unbelievable how willing they are to respond and adapt to support us as an agency.”

– Chad Van Camp

Read more

Insurance Consultants Group

  • Based in Rocky River, OH
  • 65% personal and 35% commercial with 10% life and health
  • 20 employees

“Often, when it comes to insurance people say it is price first and then service. That’s not how we look at SIS. We value the price of the product but that isn’t the main concern. It’s the features such as the remote capability, the Outlook Plugin and the direct bill commissions downloads that make it so invaluable to us at our agency. The second thing would be the service for the product that is out there. If you have a great product with horrible backup service it doesn’t do anyone any good. At SIS they are very responsive and timely with any questions and if there is a problem, they fix it.”

– Mark Mraz

Read more

Webre-Sherrill Insurance Providers

  • Based in Round Rock, TX
  • 80% personal and 20% commercial
  • 6 employees

“SIS has been great about asking us what features we would like to see in future versions of Partner XE. It’s nice to say, “Other systems can do this, if you could make this one do it, it’d be great.” Being able to give that feedback is big. It makes it more user-friendly because we’re the ones on it every day.”

– Traci Reynolds

Read more

Neal Dastrup Insurance Agency

  • Based in Utah (4 locations)
  • Founded in 1974
  • 60% personal and 40% commercial
  • 40 employees

“We can now grow our business without adding additional payroll. I can get more done with the same people because it takes at least 30% less time to get the data entry into Partner XE than it did in the old system. Time and money are the largest factors. Not only does it save us time, which saves payroll, but Partner XE is about 60% less expensive than the other system.”

– Doreen Black and Marla Hutchings

Read more

Recent Articles

A Look at Exago: An Insurance Tech Partner Ally

Part of what makes our Partner Platform agency management system and insurance CRM so robust is the partnerships we foster with insurance tech companies. Our Partner Allies specialize in their arenas, from esignatures to comparative rating and more, each Partner Ally hones their technology to serve agency needs.

Our Partnership with Exago and Exago BI
Today we highlight our longstanding partner, Exago. Exago specializes in building and delivering customized business insights with intuitive reporting and dashboards that anyone can use. After designing and implementing our own BI ad hoc reporting system, we found it too cumbersome and confusing for our Partner Platform agencies. Acting on our spirit of innovation and efficiency, the team knew it was time to look for an expert to work with and for our community.

Harnessing Digital Insurance for Long-Lasting Customers and Quality Leads

Gaining and retaining customers is a big deal in insurance. When you have a diverse, loyal book of business, you are set to grow and try new things in this evolving digital insurance landscape. In fact, according to the Harvard Business Review, retaining just 5% more customers can boost profits by 100%.

How can you bring that kind of growth to your independent insurance agency?

Know What Your Customers Want

A surefire way to retain customers is by giving them what they want. The same goes for gaining quality leads – give the people what they want!

Let’s Connect