Case Study: Poland & Sullivan Insurance achieves accurate reporting and lower costs with Partner Platform

Poland & Sullivan Insurance - Customer Case Study

Poland & Sullivan Insurance, a Newark, DE independent agency founded in 1970 that handles personal, commercial and financial services, needed a more reliable, lower‑cost agency management system with better support and accurate reporting. After evaluating options they chose Partner Platform and its Partner XE system to replace their previous, expensive solution that produced unreliable reports and poor customer service.

Partner Platform implemented Partner XE, delivering faster, more responsive support, a stronger accounting module and report accuracy that now matches carriers’ year‑end statements. The move cut software costs by roughly one‑third versus larger providers, improved operational confidence and staff productivity, and enabled Poland & Sullivan to better serve and retain clients.

Poland & Sullivan Insurance

John Yasik

Poland & Sullivan Insurance