Case Study: Peterson Insurance Services achieves cloud-based efficiency and cost savings with Partner Platform

Peterson Insurance Services - Customer Case Study

Peterson Insurance Services, a third‑generation, family‑owned property & casualty agency in Bartlett, TN (founded 1955, ~10–11 employees), needed to replace a decades‑old DOS system that blocked remote work and efficient workflows. They chose Partner Platform’s agency management product Partner XE (implemented with the SIS team) to gain a cloud‑based, Windows‑native solution and modernize their operations.

Partner Platform delivered Partner XE with hands‑on training and tailored programming (creating sub‑companies, batch updates, and scanner integration), cutting scanning costs by about 30%, enabling remote access, automating email attachments, and producing a steady uptick in policies per client. The responsive support from Partner Platform and SIS sped migration, reduced manual tasks, improved cross‑sell opportunities, and materially increased the agency’s operational efficiency.

Peterson Insurance Services

Britt Linder

Peterson Insurance Services