Partner Platform
36 Case Studies
A Partner Platform Case Study
Van Wyk Risk Solutions, a boutique commercial agency based in Grand Rapids, MI (founded 1982, 26 employees, 95% commercial), was frustrated with slow support and a legacy management system that required workarounds and limited mobile access. Seeking a partner that prioritized relationship-driven service and a modern agency management solution, Van Wyk Risk Solutions evaluated and chose Partner Platform’s Partner XE product to replace their previous national provider.
Partner Platform implemented Partner XE with an intuitive, Outlook-like interface, a mobile app, QuickMenu/QuickSearch features, and responsive support, plus enhancements to handle high-volume commercial workflows such as mass emailing and faxing of certificates. As a result, Van Wyk Risk Solutions eliminated training workarounds, gained instant access to policy data in the field, resolved issues far more quickly than before, and can now process hundreds of certificates daily—supporting the agency’s goal to double business in five years (about 15% annual growth). Partner Platform’s hands-on service also led Van Wyk to refer the solution to other agencies.
Max Van Wyk
Founder