Case Study: Lyndall Insurance achieves stable modernization and hands-on support with Partner Platform

Lyndall Insurance - Customer Case Study

Lyndall Insurance, a family-run independent agency founded in 1971 in Chagrin Falls, OH (about 30 employees, 65% personal / 35% commercial lines), faced a pressing technology challenge when their legacy agency management system was retired. They needed a reliable, steady AMS that matched their small‑business culture and supported future growth without overpromising features. After evaluating options, they selected Partner Platform and the SIS team for their agency management system and culture fit.

Partner Platform handled the data conversion, provided hands‑on, in‑person training (trainers onsite for multiple days), and delivered ongoing implementation support, including integration of e‑signature capabilities. The result was a rapid, stable return to full operations after a difficult switch to another vendor, smoother day‑to‑day workflows, and a tech stack better suited for consolidation and future acquisitions. Lyndall highlights Partner Platform’s consistent people‑centered support and the system’s practical stability as the key measurable improvements.

Lyndall Insurance

Craig Lyndall

Lyndall Insurance