Case Study: Perkins Insurance Agency achieves a seamless, cost-saving system transition with Partner Platform

Perkins Insurance Agency - Customer Case Study

Perkins Insurance Agency, a family-owned agency based in Abilene, TX (founded 1977, 65% commercial/35% personal), needed a more user-friendly, cost-effective management system and a vendor that offered personalized support after two prior system changes. They selected Partner Platform’s Partner XE (SIS) because it promised lower costs, ease of use, client-facing features, and a relationship-driven support team.

Partner Platform implemented Partner XE with a seamless onboarding process, ongoing accessible customer service, a client portal and robust certificate management that Perkins uses daily. The agency reports significant cost savings versus competitors (estimating others charge 2–4x more), improved operational efficiency, and a smoother client experience — benefits that led Perkins Insurance Agency to refer other agencies and maintain a strong multi-year relationship with Partner Platform.

Perkins Insurance Agency

Mark Perkins