Case Study: Jacobs-Weber Insurance halves costs and doubles responsiveness with Partner Platform

Jacobs-Weber Insurance - Customer Case Study

Jacobs-Weber Insurance, a 12-employee independent agency founded in 1981 and based in Yoakum, TX, needed a more usable, affordable agency management system after years of frustration with their previous provider. Facing rising costs, poor support and requests to upgrade a system they didn’t trust, Jacobs-Weber Insurance was introduced to Partner Platform and its Partner XE agency management solution at a pivotal moment.

Partner Platform implemented Partner XE along with online and on-site training, one-on-one accounting support and Outlook assistance, plus a mobile app for true offsite operation across the agency’s 37-state footprint. The change cut monthly costs roughly in half, earned a unanimous staff vote to switch, delivered faster, more responsive support, and enabled full adoption of the system—resulting in a smooth transition, improved productivity and greater mobility for Jacobs-Weber Insurance.

Jacobs-Weber Insurance

Pat Hull

Co-Owner