Case Study: Turbeville Insurance Agency achieves rapid system adoption and personalized support with Partner Platform

Turbeville Insurance Agency - Customer Case Study

Turbeville Insurance Agency, an independent South Carolina agency founded in 1991 with five locations and about 65 employees, faced a challenge after 25 years on an alternative agency management system that left them feeling undervalued, poorly supported, and overcharged. Chief Operating Officer Pam Thompson led the search for a new solution and selected Partner Platform (implementing Partner XE) for its independence, integration capabilities, and personalized service.

Partner Platform implemented Partner XE across all five Turbeville locations, delivering tight integrations (including Microsoft Outlook), tailored functionality to meet the agency’s unique needs, and hands-on support during deployment. The rollout was completed quickly — staff at all locations were comfortable using the system within a month — and Turbeville now reports better responsiveness, perceived value from the vendor, and long-term affordability thanks to Partner Platform’s ongoing collaboration.

Turbeville Insurance Agency

Pam Thompson

Chief Operating Officer