Case Study: MHJ Insurance Agency achieves streamlined operations, superior support, and cost savings with Partner Platform

MHJ Insurance Agency - Customer Case Study

MHJ Insurance Agency, a four-branch independent agency founded in 1935 with 46 employees serving personal, commercial, and life & health lines, was frustrated with a large, costly, hard-to-learn management system and poor vendor support. Seeking better price, ease of use, and responsive service, the agency ran a three-month evaluation of vendors and selected Partner Platform as their new agency management system.

Partner Platform delivered a hands-on implementation and training program that kept legacy “trash” out of the migration, streamlined accounting setup, and shortened the learning curve for new producers. MHJ Insurance Agency reports faster, easier reporting, quicker issue resolution, ongoing product improvements driven by customer input, and a far superior onboarding experience — all enabled by Partner Platform’s responsive support and continuous development.

MHJ Insurance Agency

Lara L. Moffitt

Chief Executive Officer