Case Study: G.H. Dunn Insurance Agency achieves cloud migration and streamlined operations with Partner Platform

G.H. Dunn Insurance Agency - Customer Case Study

G.H. Dunn Insurance Agency, a family‑owned New England agency established in 1927 with four offices and 21 employees, faced the need to replace an unsupported agency management system and move operations to the cloud. After evaluating options, G.H. Dunn selected Partner Platform’s Partner XE agency management solution (implemented with SIS) to modernize its workflows while preserving its long‑standing customer service focus.

Partner Platform implemented a cloud-based Partner XE system, handling data migration and deploying features such as document integration and compartmentalization, binders and quick menus, and Agency Snapshot reporting. Despite initial conversion bumps, Partner Platform provided hands‑on support; G.H. Dunn reports faster, more organized access to policy documents and emails, stronger reporting capabilities, and renewed confidence in ongoing vendor responsiveness.

G.H. Dunn Insurance Agency

David Dunn

Owner and President