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

Ann Arbor Insurance Associates - Customer Case Study

Ann Arbor Insurance Associates, a seven‑employee agency founded in 1985 serving personal and commercial clients across several states, was looking for a new agency management system that was the right fit — one that would reduce clicks, improve communication and strengthen data security. After a multi‑year evaluation the agency selected Partner Platform’s Partner XE agency management system (implemented in partnership with SIS) to address those needs.

Partner Platform implemented Partner XE with features like an Outlook plug‑in and regular security updates, backed by responsive SIS support. The changes cut routine clicks (examples cited of tasks dropping from five clicks to two), resolved issues quickly (an Outlook problem was fixed within an hour), and strengthened data security — delivering measurable time savings, improved staff efficiency and greater confidence in client data protection.

Ann Arbor Insurance Associates

Matt Derrenberger

Ann Arbor Insurance Associates