Case Study: Hugh F. Miller Insurance Agency achieves streamlined operations and faster support with Partner Platform

Hugh F. Miller Insurance Agency - Customer Case Study

Hugh F. Miller Insurance Agency, a family-owned Rock Falls, IL agency founded in 1985 with ten employees and a balanced Life & Health and Property & Casualty book, was hampered by a legacy management system that delivered rising fees, slow processing, redundant steps and cumbersome accounting. After years of poor service and a hesitant view of conversions, the agency chose Partner Platform’s agency management system and completed the move in 2018.

Partner Platform implemented a centralized system with single-threaded client notes, streamlined accounting (deleting a wrong receipt instead of a 12‑step reversal), easy-to-run reports and on-demand training resources, backed by fast, consistent SIS support. The result: consolidated workflows and lower E&O risk, year-end reporting time reduced from about a month to roughly 30 minutes, dramatic simplification of accounting tasks, and much faster tech response—delivering significant efficiency gains and improved staff productivity.

Hugh F. Miller Insurance Agency

Veronica Edwards