Simplifying Agency Operations with Partner Platform
Partner Platform is the way to go. There's no doubt about it. There was nothing really to compare with Partner Platform. Their customer service is amazing.
BACKGROUND
Paul Vernon is a longtime independent insurance agent who has worked with multiple agency management systems over the course of his career. Early in his career, he used Partner Platform and came to rely on it as a foundational part of how he ran his book of business. After joining a new agency that was using a different, more complex system, Vernon set out to bring the agency back to Partner Platform, convinced it was the better fit.
- Saves producers' time
- Automates cold outreach
- Strong customer support
- Hands-on, responsive Zywave support throughout the pilot
- Collaborative implementation process with active iteration and improvement
- Strong long-term potential with a clear roadmap for continued growth
- Saves producers 10+ hours per week
- Reduces manual prospecting effort
- Potential to generate new business with minimal producer time investment
OPPORTUNITY
The agency's existing system was better suited to large, complex commercial operations than to an everyday agency handling personal lines and standard commercial accounts. Vernon needed a simpler, more intuitive system that matched the size and needs of his agency, along with an integrated personal lines rating solution that could work seamlessly with the agency management system.
SOLUTION
Vernon advocated for a return to Partner Platform, pairing it with personal lines rating to create a single, integrated workflow. The combination gave the agency a system built for its actual size and complexity, without the overhead of tools designed for much larger commercial operations.
IMPLEMENTATION
Onboarding new staff onto Partner Platform has been straightforward enough that Vernon rarely fields questions after an initial walkthrough. When someone has a question, Zywave's support team responds quickly, giving Vernon direct access to knowledgeable staff without long wait times.
RESULTS
Partner Platform has become the system Vernon relies on for essentially every part of running his agency, from tracking daily activities and client documentation to managing his schedule months in advance. He describes the time savings as limitless, noting that agencies of any size benefit from having a true agency management system in place. Vernon consistently recommends Zywave to other agents, citing dependable performance and responsive, knowledgeable customer service as standout strengths of Partner Platform.
I can't say enough good things. Every time they send me a review, they ask if I would recommend to others, and I always do, because they are actually better. The customer service is better than what it needs to be. When I have an issue, they fully have my back.