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

Associated Insurance Agency - Customer Case Study

Associated Insurance Agency, a Central Ohio firm with seven locations (founded 1923) and roughly 50 employees serving a 30% commercial / 70% personal book, was frustrated with a large, impersonal management provider that left them feeling "like a number." Seeking better communication, responsive support, and an agency management system that could scale with growth, they chose Partner Platform and its Partner XE solution (implemented with Strategic Insurance Software/SIS) to replace the big-name vendor.

Partner Platform implemented the Partner XE agency management system and provided hands-on service and regular updates through SIS, delivering the responsive support and clearer communication the agency had lacked. As a result, Associated Insurance Agency reported smoother operations, stronger staff buy-in during the transition, ongoing support for multi-location growth, and a more cost-effective alternative to their previous provider — improvements they attribute directly to Partner Platform.

Associated Insurance Agency

Bill Bishop

Associated Insurance Agency