Case Study: Crawford-Butz Insurance achieves digital transformation and sustained growth with Partner Platform

Crawford-Butz Insurance - Customer Case Study

Crawford-Butz Insurance is a third-generation, family-owned agency in St. Louis (founded 1961, 25 employees, 70% personal/30% commercial) that needed to modernize how it managed client data, communications, and remote operations. Working with Partner Platform, the agency faced challenges from paper-based files and inefficient segmentation and needed tools to quickly pivot to virtual work and scale communications—requirements that became urgent during the COVID-19 pandemic.

Partner Platform delivered virtual hosting, a marketing automation manager, integrated texting, a mobile app and client portal that let Crawford-Butz go virtual overnight, segment large books into targeted lists, and send mass, documented campaigns to hundreds of clients at once. As a result, staff were up and running the next business day during COVID, outreach produced strong campaign responses, communications are archived for E&O protection, and the agency can rapidly reduce macro data to micro, actionable groups—helping drive more efficient servicing and growth using Partner Platform.

Crawford-Butz Insurance

Kevin Butz

Crawford-Butz Insurance