Case Study: Unisource Insurance achieves rapid modernization and improved efficiency with Partner Platform

Unisource Insurance - Customer Case Study

Unisource Insurance, a 25-employee family-owned agency serving the greater Milwaukee and Madison areas since 1978, needed to replace a 25-year legacy agency management system to improve efficiency, go paperless, and better support growth in life and health lines. They selected Partner Platform and its Partner XE system for its capabilities, cost-effectiveness, and vendor fit.

Partner Platform implemented Partner XE and migrated 29 staff with minimal downtime, providing hands-on support and customizations for life & health workflows, carrier commission imports, and accounting processes. As a result, Unisource accessed its old system only six times in the first 15 months, experienced smooth staff adoption, fewer complaints, and reports getting more value in 15 months than in the prior 25 years.

Unisource Insurance

Andrea Nelson

Unisource Insurance