Case Study: Neal Dastrup Insurance achieves faster workflows and cleaner data with Partner Platform

Neal Dastrup Insurance - Customer Case Study

Neal Dastrup Insurance, a family-owned Utah agency founded in 1974 with four locations, was hindered by a cumbersome agency management system that required excessive clicks, produced inaccurate data, and offered poor support. After evaluating options, the agency chose Partner Platform’s Partner XE to gain a more user-friendly, affordable system that would support continued growth while allowing each office to manage its own book of business.

Partner Platform implemented Partner XE with hands-on support (notably Stacy and Shelly), delivering a smooth conversion, improved search and merge tools, entity-level data control, and Outlook integration. The switch cut client-entry time by about 50%, reduced daily download processing from 2–3 hours to roughly 30 minutes, sped email attachments to ~30 seconds, lowered overall processing time by ~30%, and cost about 60% less than the previous system—enabling cleaner data, decentralized workflows across offices, and growth without adding staff.

Neal Dastrup Insurance

Doreen Black

Customer Service Manager