Partner Platform B2B Case Studies & Customer Successes

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Acquired by Zywave in 2022, SIS is a group of highly trained customer service personnel, knowledgeable insurance professionals and expert technical specialists dedicated to helping independent insurance agents grow their business with innovative and robust technology. We have first-hand knowledge of carrier operations and back end systems as well as an ongoing presence within agent offices. We are committed to providing a state of the art agency management system, Partner Platform, that meets the specific needs of the independent agency and insures excellent integration with carriers. Partner’s scalability makes it the right agency management system for any size agency. Innovative yet easy-to-use, it streamlines business operations and helps manage all areas of an independent agency – customers, policies, claims, scheduling, accounting, marketing and more. We set the bar high because our clients deserve the best.

Case Studies

Showing 36 Partner Platform Customer Success Stories

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Ann Arbor Insurance Associates achieves greater efficiency and stronger data security with Partner Platform

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Aspen Agency Insurance Services achieves streamlined operations and responsive support with Partner Platform

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Associated Insurance Agency achieves personalized service and scalable growth with Partner Platform

Associated Insurance Agency logo

Batchelder Bros. Insurance achieves greater efficiency and personalized support with Partner Platform (Partner XE)

Batchelder Bros. Insurance logo

Berndt and Murfin Insurance Agency achieves streamlined operations and faster growth with Partner Platform

Berndt and Murfin Insurance Agency logo

Bluegrass Insurance Services achieves greater efficiency and exceptional support with Partner Platform (Partner XE)

Bluegrass Insurance Services logo

Boyle Insurance Agency achieves a seamless conversion and ongoing cost savings with Partner Platform

Boyle Insurance Agency logo

Crawford-Butz Insurance achieves digital transformation and sustained growth with Partner Platform

Crawford-Butz Insurance logo

Dostal & Kirk Insurance and Financial Services achieves cloud-based consolidation of two legacy systems and four locations with Partner Platform

Dostal & Kirk Insurance and Financial Services logo

Ephlin Insurance Group achieves a seamless merger and streamlined operations with Partner Platform

Ephlin Insurance Group logo

Family Insurance Center achieves streamlined agency operations and exceptional support with Partner Platform

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G.H. Dunn Insurance Agency achieves cloud migration and streamlined operations with Partner Platform

G.H. Dunn Insurance Agency logo

Hugh F. Miller Insurance Agency achieves streamlined operations and faster support with Partner Platform

Hugh F. Miller Insurance Agency logo

Insurance Consultants Group achieves scalable growth and dramatic efficiency gains with Partner Platform

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Jacobs-Weber Insurance halves costs and doubles responsiveness with Partner Platform

Jacobs-Weber Insurance logo

Kramer Insurance Center achieves streamlined, glitch-free agency management with Partner Platform

Kramer Insurance Center logo

Lyndall Insurance achieves stable modernization and hands-on support with Partner Platform

Lyndall Insurance logo

McDermott Costa Insurance Brokers modernizes operations and boosts client service with Partner Platform

McDermott Costa Insurance Brokers logo

Mercure Insurance achieves significant cost savings and smoother operations with Partner Platform

Mercure Insurance logo

MHJ Insurance Agency achieves streamlined operations, superior support, and cost savings with Partner Platform

MHJ Insurance Agency logo

Neal Dastrup Insurance achieves faster workflows and cleaner data with Partner Platform

Neal Dastrup Insurance logo

Perkins Insurance Agency achieves a seamless, cost-saving system transition with Partner Platform

Perkins Insurance Agency logo

Peterson Insurance Services achieves cloud-based efficiency and cost savings with Partner Platform

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Phil Richard Insurance achieves streamlined workflows and significant cost savings with Partner Platform

Phil Richard Insurance logo

Pinnacle Group handles 50–70% more business and slashes automation costs with Partner Platform (Partner XE)

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Poland & Sullivan Insurance achieves accurate reporting and lower costs with Partner Platform

Poland & Sullivan Insurance logo

Quality Insurance Service achieves streamlined agency management and rapid support with Partner Platform

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Smith-Berclair Insurance achieves streamlined document and email management with Partner Platform

Smith-Berclair Insurance logo

Sweet Insurance Agency modernizes operations and cuts system costs in half with Partner Platform

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Tarpey Insurance Group achieves cost savings and modern, responsive agency management with Partner Platform

Tarpey Insurance Group logo

The Insurance Shop halves costs and streamlines agency management with Partner Platform (Partner XE)

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Tri-County Agency achieves integrated accounting and operational efficiency with Partner Platform

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Turbeville Insurance Agency achieves rapid system adoption and personalized support with Partner Platform

Turbeville Insurance Agency logo

Unisource Insurance achieves rapid modernization and improved efficiency with Partner Platform

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Van Wyk Risk Solutions achieves streamlined operations and faster certificate processing with Partner Platform

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Webre-Sherrill Insurance Advisors achieves rapid onboarding, paperless workflows and major productivity gains with Partner Platform

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