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

Berndt and Murfin Insurance Agency - Customer Case Study

Berndt and Murfin Insurance Agency, a century-old, multi-location agency based in Portsmouth, OH (founded 1921, 3 locations, ~30 employees), faced inefficiencies from legacy systems and the complexity of integrating six acquired agencies while managing high-volume commercial workflows and accounting. To modernize operations and streamline multi-location processes they adopted Partner Platform’s agency management solution, Partner XE (formerly SEMCI Partner).

Partner Platform implemented Partner XE with an integrated accounting plug-in, carrier integrations and streamlined workflows (one‑click carrier access, bulk ID card printing and fast reporting). As a result, Berndt and Murfin cut manual accounting work, produced financial reports in just a few clicks, completed agency transitions in roughly 4–6 months, and now manages about 6,000 customers more efficiently—delivering faster service, supporting continued growth, and earning strong praise for Partner Platform’s price, functionality and hands‑on support.

Berndt and Murfin Insurance Agency

Dan Cassidy

Berndt and Murfin Insurance Agency