Partner Platform
36 Case Studies
A Partner Platform Case Study
Aspen Agency Insurance Services, a community-focused agency in Coon Rapids, MN founded in 1979 with 10 employees, was held back by an aging agency management system that caused long service delays, outdated processes, and high costs. When Jen Wyles took the lead she evaluated new options and chose Partner Platform (in partnership with SIS) to replace their legacy system and meet the agency’s need for ease of use, streamlined workflows, and predictable pricing.
Partner Platform delivered a personalized, easy-to-adopt agency management system plus ongoing integrations and responsive SIS/Partner Platform support. Aspen now uses all parts of the system, benefits from faster support (emails answered quickly, calls returned), and gained new reporting and data capabilities that produced real operational improvements—more standardized processes, better data-driven decisions, and a more affordable, scalable solution for Aspen Agency Insurance Services.
Jen Wyels
Aspen Agency Insurance Services