Case Study: Tri-County Agency achieves integrated accounting and operational efficiency with Partner Platform

Tri-County Agency - Customer Case Study

Tri-County Agency, Inc., a six‑person agency in Tawas City, Michigan (65% personal, 35% commercial), faced an outdated management system when Cliff Miller took ownership and set out to modernize operations. After researching options, he selected Partner Platform for its agency management system—particularly its integrated accounting—and for the collaborative vendor relationship.

Partner Platform delivered its agency management system with built‑in accounting and ongoing product development and integrations (including a Lightspeed phone integration). The solution lets Tri‑County download policies, split commissions, and reconcile with carriers in one place, improving efficiency, accounting accuracy, and client interactions; the agency now engages with the Partner Platform team regularly for support and product feedback, positioning Tri‑County to scale its commercial business.

Tri-County Agency

Cliff Miller

Owner