Partner Platform
36 Case Studies
A Partner Platform Case Study
Quality Insurance Service, a St. Paul, Minnesota agency founded in 1946 (seven employees, 60% personal / 40% commercial), was frustrated by a big-name management system that required months of training, produced inconsistent or inaccurate reports, offered poor support, and threatened to leave them without a smooth data conversion. Looking for an easier-to-use, growth-minded alternative, they selected Partner Platform.
Partner Platform delivered an intuitive agency management system with short, video-based onboarding (about three weeks), responsive support, and a successful data and document migration with no downtime. As a result, Quality Insurance Service now gets reliable canned and custom reports, can onboard new hires in a day or two, rapidly shifted to remote work during COVID, and benefits from quick issue resolution and ongoing product improvements driven by the Partner Platform community.
Mike Maranda