Case Study: Family Insurance Center achieves streamlined agency operations and exceptional support with Partner Platform

Family Insurance Center - Customer Case Study

Family Insurance Center, a 30-employee agency with four Wisconsin locations (founded in 1988 and serving commercial, farm and personal lines), was struggling with an outdated, cumbersome agency management system that made everyday tasks and new-hire onboarding inefficient. After referrals and demos, they selected Partner XE from Partner Platform (implemented by Strategic Insurance Software/SIS) to replace their legacy system.

Partner Platform implemented Partner XE with data conversion, pre-conversion training and ongoing SIS support, delivering features like single-view screens, a mobile app, Outlook integration and added drag-and-drop functionality. SIS handled conversion work that “saved hours” of manual reentry, supported a smooth transition (full adoption in about 30 days), and provides rapid support (responses in hours, never more than a day), resulting in faster client service, quicker onboarding of new staff and measurable time savings for agency workflows.

Family Insurance Center

Chad Van Camp

Family Insurance Center