Case Study: Insurance Consultants Group achieves scalable growth and dramatic efficiency gains with Partner Platform

Insurance Consultants Group - Customer Case Study

Insurance Consultants Group, a Rocky River, OH agency of 20 employees with a 35% commercial / 65% personal mix, faced rapid organic growth and multiple mergers that strained their on-premises server and manual processes. To scale more easily, reduce IT burden, and improve documentation and downloads, they adopted Partner Platform’s web-hosted Partner XE agency management system.

Partner Platform implemented Partner XE’s hosted solution with remote access, an Outlook plugin, digital document storage and direct commission downloads. The switch removed server maintenance from the agency, enabled one-day downloads of acquired books of business, and cut commission allocation time from roughly 40 hours to about 3 hours. Partner Platform’s responsive support and scalable Partner XE platform also supported Insurance Consultants Group’s growth—helping premium volume grow three- to fourfold while improving efficiency and risk management.

Insurance Consultants Group

Mark Mraz

Insurance Consultants Group