Case Study: Sweet Insurance Agency modernizes operations and cuts system costs in half with Partner Platform

Sweet Insurance Agency - Customer Case Study

Sweet Insurance Agency, a fourth‑generation, family‑owned agency based in Bingham Farms, MI (founded in 1919; 65% commercial, 35% personal; 18 employees) faced an outdated, expensive agency management system after nearly 20 years. Seeking a modern alternative, Jim Waun and his team connected with Partner Platform and chose the Partner XE management system following a compelling demo and attentive sales engagement.

Partner Platform implemented Partner XE with hands‑on training, responsive support, and quick responsiveness to Sweet Insurance Agency’s feedback, making the transition smooth and boosting staff adoption and productivity. The agency cut its system costs by about half compared with the prior provider, saw faster issue resolution and ongoing feature improvements, and reports happier, more capable employees thanks to Partner Platform’s service.

Sweet Insurance Agency

Jim Waun

Sweet Insurance Agency