Case Study: The Insurance Shop halves costs and streamlines agency management with Partner Platform (Partner XE)

The Insurance Shop - Customer Case Study

The Insurance Shop, an independent agency in Odon, IN founded in 1977 with nine employees and a 60% commercial / 40% personal book, was paying too much for a decade-old management system they rarely fully used. Seeking greater value, ease of use and responsive support, The Insurance Shop evaluated alternatives and selected Partner Platform’s agency management solution, Partner XE, for its familiar interface and affordability.

Partner Platform implemented Partner XE, giving The Insurance Shop streamlined client screens, notes and to‑do lists, reliable downloads and integrated accounting. The switch cut their system cost by roughly half, reduced time-to-proficiency from years to about 3–4 months, prevented accounting entry errors with automated reconciliations and sped access to policy info—while Partner Platform’s responsive service improved workflow and client servicing measurably.

The Insurance Shop

John Britton

Principal for the Property & Casualty, Life & Health division