Case Study: Pinnacle Group handles 50–70% more business and slashes automation costs with Partner Platform (Partner XE)

Pinnacle Group - Customer Case Study

Pinnacle Group, a full‑service independent insurance agency in Pittsburgh founded in 1915 with seven employees, faced rising automation costs and limited remote access under its legacy system. To support remote work, simplify IT (eliminate server/workstation dependencies), and speed workstation recovery, Pinnacle Group selected SIS and Partner Platform, adopting the Partner XE management system to modernize workflows and centralize electronic files.

SIS and Partner Platform implemented Partner XE to provide cloud access, organized electronic filing, integrated scanning/printing, and hands‑on support and training. The change enabled CSRs to handle 50–70% more business, reduced automation costs by about 60%, cut new‑desktop setup time to roughly 30 minutes (versus more than a day), and lowered recurring fees (one quarter of Partner XE costs equals the agency’s prior monthly spend); Partner Platform’s responsiveness and ongoing product updates were key to these results.

Pinnacle Group

Kirk Haldeman

Pinnacle Group