Case Study: Tarpey Insurance Group achieves cost savings and modern, responsive agency management with Partner Platform

Tarpey Insurance Group - Customer Case Study

Tarpey Insurance Group, a family-owned agency based in Wakefield, MA with branches in Saugus, Lexington, and Melrose and 35 employees, was frustrated after nearly 25 years on an aging management system that was increasingly expensive, impersonal, and slow to evolve. After demos and hands-on meetings with Partner Platform, including onsite visits and a multi-location training plan, Tarpey decided to replace its legacy system with Partner Platform’s agency management solution to gain better support, usability, and cost savings.

Partner Platform implemented its agency management system with in-person training (three trainers to cover each office), PartnerNet video resources, and responsive ongoing support, enabling Tarpey to go live and operate on the platform for three years with noticeably better service. The switch delivered significant cost savings, easier client activity tracking (continuous client/prospect histories and editable activities), smoother multi-site standards adoption, and faster issue resolution thanks to direct access to the Partner Platform team.

Tarpey Insurance Group

Elizabeth (Liz) Kent

Tarpey Insurance Group