Case Study: McDermott Costa Insurance Brokers modernizes operations and boosts client service with Partner Platform

McDermott Costa Insurance Brokers - Customer Case Study

McDermott Costa Insurance Brokers, established in 1938 and based in San Leandro, CA, is a 40‑employee agency serving small businesses with 62% commercial, 22% personal, and 16% employee benefits work. Frustrated by an outdated management system that hindered client communication, prospect marketing, and required costly upcharges and data fees, the firm—after a referral from Archway Computing—pursued a modern agency management solution from Partner Platform.

Partner Platform implemented its modern agency management system, delivering a contemporary interface, stronger automation (including improved carrier downloads), and immediate access to client policies, key contacts, and cross‑references at the point of call. The change produced significant cost savings that funded hardware upgrades, streamlined workflows for staff handling ~2,800 personal, 1,600 commercial, and 600 benefits clients, and yielded faster support and issue resolution via Partner Platform’s SIS team—resulting in noticeably better client communication and front‑line service.

McDermott Costa Insurance Brokers

John Johnson

McDermott Costa Insurance Brokers