Case Study: Bluegrass Insurance Services achieves greater efficiency and exceptional support with Partner Platform (Partner XE)

Bluegrass Insurance Services - Customer Case Study

Bluegrass Insurance Services, an Elizabethtown, KY agency founded in 2008 with 13 employees and a mix of commercial and personal lines, was hampered by a cumbersome management system that offered poor support and limited training. Seeking a more user-friendly solution to support growth and streamline tasks like document management, payments and certificate processing, the agency evaluated SIS and selected Partner Platform’s Partner XE system.

Partner Platform implemented Partner XE (with SIS support), giving Bluegrass an intuitive, Office-like interface with drag-and-drop document scanning, note-taking, deposit/check attachment to bank accounts, universal certificate templates, and improved payment visibility. The agency experienced faster, more responsive support from Partner Platform, measurable time savings on document and certificate processing, better payment reconciliation, and clearer visibility for sales staff—allowing Bluegrass to serve clients more efficiently.

Bluegrass Insurance Services

Denise Joy