Case Study: Boyle Insurance Agency achieves a seamless conversion and ongoing cost savings with Partner Platform

Boyle Insurance Agency - Customer Case Study

Boyle Insurance Agency, a family-owned agency based in Memphis with a second office in Nashville and 25 employees, was facing rapidly rising management-system costs (nearly 40% over five years), poor vendor service, and a previous disastrous data conversion. Seeking stability, better pricing and more responsive support, Boyle selected Partner Platform as its new agency management system.

Partner Platform delivered a stress-free conversion—completed in about six weeks with side‑by‑side assistance—and successfully migrated all data and scanned documents as Boyle moved toward a paperless workflow. Since the switch, Boyle reports faster support (responses often in a few hours and always within a day), ongoing product enhancements driven by the Partner Platform user community and training, meaningful cost savings compared with prior providers, and new capabilities such as a Client Portal that improve client self-service.

Boyle Insurance Agency

Cindi Gresham

Boyle Insurance Agency