Case Study: Mercure Insurance achieves significant cost savings and smoother operations with Partner Platform

Mercure Insurance - Customer Case Study

Mercure Insurance, a fifth-generation, family-owned independent agency in Southeastern Michigan (founded 1890, 6 employees, ~80% commercial business), was using a legacy agency management system for nearly 20 years and grew frustrated with annual price increases and poor support. Seeking better workflow, lower cost, and room to grow, agency owner Dan Mercure Jr. evaluated alternatives and selected Partner Platform’s Partner XE solution.

Partner Platform implemented Partner XE with a dedicated point of contact, hands-on transition support and training, and a system that handles accounting, personal and commercial lines. The move delivered significant cost savings, improved day-to-day workflow and responsiveness from support, and a smooth cutover with only about a week of limited downtime—allowing Mercure Insurance to maintain operations with minimal interruption and position the agency for future growth.

Mercure Insurance

Dan Mercure Jr.

Owner