Turbeville Insurance Agency

Turbeville Insurance Agency is an independently owned and locally operated agency in South Carolina. Since its founding 28 years ago, it has grown to five locations throughout South Carolina, employing over 60 dedicated and experienced staff members. After 25 years of using an alternative agency management system, Chief Operating Officer, Pam Thompson felt their agency wasn’t valued as a paying customer. She knew it was time to begin looking for a new agency management system. “The amount of money our agency was paying and the lack of attention we were receiving was terrible. It was clear to us that our agency was just a number. If we had a question or concern, their answer was ‘call this 800 number and you’ll hear back in weeks, even months!’”

Finding the Right Partner

Thompson began researching what was available in the marketplace. She organized her research into what features and capabilities the alternative systems had, conducted interviews and demos, and worked through what was most important to their agency moving forward when they switch systems. “It had to be the right fit,” said Pam. “When we started looking at Partner Platform, we liked that it’s independent and completely integrated with other platforms like Microsoft Outlook. The flexibility and personalized service from Partner’s team from the very beginning was outstanding. Our agency had some unique needs at the time, and the fact that Partner took the time to help fulfill those needs was impressive.”

Transitioning to Partner XE

“No one likes change, its uncomfortable. Our leadership team was committed to making the transition, which in turned helped our staff embrace the change,” said Thompson. Within a month of rolling out the system, the staff at all 5 locations felt comfortable using Partner Platform

The Perfect Partner

Built on the foundation of secure technology and industry collaboration, Partner Platform provides agencies like Turbeville with long term affordability and integrated capabilities designed for every role in the agency. “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!”