Case Study: Dostal & Kirk Insurance and Financial Services achieves cloud-based consolidation of two legacy systems and four locations with Partner Platform

Dostal & Kirk Insurance and Financial Services - Customer Case Study

Dostal & Kirk Insurance and Financial Services, a nearly 150-year-old Central Ohio agency with 14 employees across four locations, faced the challenge of consolidating two legacy management systems after a 2017 acquisition. They needed a modern, cloud-based agency management system that would connect all locations, simplify administration, and be supported by a vendor who acted as a true partner — criteria that led them to choose Partner Platform.

Partner Platform implemented its cloud-based agency management system, migrating two separate systems into one unified platform and providing onsite training and hands-on support during and after the transition. The result was a stable, secure cloud environment that eliminated in-house server maintenance, reliably connected all four offices, and increased staff adoption; Partner Platform’s ongoing responsiveness even produced requested feature updates within months, demonstrating measurable improvements in operational consistency and long-term scalability.

Dostal & Kirk Insurance and Financial Services

Michael D. Dostal

Dostal & Kirk Insurance and Financial Services