Case Study: Smith-Berclair Insurance achieves streamlined document and email management with Partner Platform

Smith-Berclair Insurance - Customer Case Study

Smith-Berclair Insurance, a second‑generation, family‑owned independent agency in Memphis founded in 1966 (18 employees, ~45% commercial / 55% personal), was hampered by a 30‑year legacy agency management system that made saving documents and emails slow and inefficient despite being largely paperless. Seeking fewer clicks and better email capture, the agency evaluated vendors and selected Partner Platform and its Partner XE system for its promised Microsoft Outlook integration and modern workflow.

Partner Platform implemented Partner XE with native Outlook integration and provided three days of on‑site training through its client services team. The new system drastically reduced the number of clicks required to capture client communications, eased staff workflow (initial complaints subsided after about two months), and drove enthusiastic user adoption; Partner Platform also committed to and delivered significant reporting improvements following customer feedback.

Smith-Berclair Insurance

Brad Smith

Owner