Case Study: Phil Richard Insurance achieves streamlined workflows and significant cost savings with Partner Platform

Phil Richard Insurance - Customer Case Study

Phil Richard Insurance, a family‑owned independent agency in Danvers, MA (founded 1988, 15 employees, roughly 50% commercial/50% personal business), was frustrated with large, expensive agency management systems that delivered far more complexity than they used. After reviewing options and seeing a demo, they chose Partner Platform’s agency management solution, Partner XE, to better align with their long‑term goals and preserve high levels of customer service.

Partner Platform implemented Partner XE with on‑site training, ongoing vendor-driven enhancements, and tools for accounting, reporting, search, certificates of insurance, client portals, scanning and workflows. Phil Richard Insurance reports faster staff onboarding, systematic workflows, stronger reporting and operational efficiency — saving “thousands of dollars per year” — and continues to recommend Partner Platform for its responsiveness, ease of use and cost‑effective feature set.

Phil Richard Insurance

Phil Richard

Owner