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

Batchelder Bros. Insurance - Customer Case Study

Batchelder Bros. Insurance, a family-run agency in Sanford, ME founded in 1874 with 10 employees and a 40/60 commercial/personal mix, faced inefficiencies from legacy, largely manual processes and an AMS that no longer suited their needs. Seeking an intuitive, reliable agency management system with personalized service, they selected Partner Platform’s Partner XE product to modernize operations.

Partner Platform implemented Partner XE with ongoing upgrades, custom features, and hands‑on support, streamlining workflows and enabling multi-tasking (agents can keep 10–15 accounts open at once). Within a year Batchelder Bros. Insurance reported higher staff satisfaction, measurable efficiency gains—faster support (answers in about 20 minutes), improved direct billing and invoicing—and quicker onboarding to new capabilities, delivering clear operational and service improvements.

Batchelder Bros. Insurance

Andrew Thayer

President