Case Study: Webre-Sherrill Insurance Advisors achieves rapid onboarding, paperless workflows and major productivity gains with Partner Platform

Webre-Sherrill Insurance Advisors - Customer Case Study

Webre-Sherrill Insurance Advisors, a six-employee agency in Round Rock, TX (20% commercial, 80% personal), needed a more intuitive agency management system to improve workflows, staff training, and move toward paperless operations. They selected Partner Platform’s Partner XE Platform to replace clunkier legacy systems and provide searchable records, clear workflow navigation, and strong vendor support.

Partner Platform implemented Partner XE with guided tutorials and hands-on support from the service team, enabling Agency Manager Traci Reynolds to learn the software in two days and feel fully comfortable within four months. The solution’s workflow trees, “last client” recall and robust search/reporting drove the agency to go paperless, sped up case handling, improved staff training and accountability, and produced measurable business and productivity gains across the agency.

Webre-Sherrill Insurance Advisors

Traci Reynolds

Agency Manager