Patriotic Insurance Agency

Client Overview Rob Bowen, owner of Patriotic Insurance Group, sought out Archway Computer after a less-than-ideal experience with a local IT provider. Unaware of what to expect from a Managed Service Provider (MSP), Rob was seeking a more proactive, efficient, and responsive IT partner to help improve his agency’s technology infrastructure.

Challenge Before partnering with Archway, Rob’s agency faced significant IT challenges. These included reliance on 10-year-old computers, a lack of a formal network, and being a largely paper-based operation. In addition, Rob’s recently acquired agency was running without the necessary technology to maintain efficiency and scalability. The need for a reliable IT solution was crucial to help transition the agency into a modern, technology-enabled business.

Solution After meeting with Brad Ruben and the Archway team, Rob realized the potential of a true MSP partnership. Archway not only met but exceeded his expectations by providing the following:

  • Responsive Customer Service: Archway implemented a ticketing system that ensures Rob’s team receives an immediate response to any IT issue. From emails to phone support, Archway’s customer service team has been proactive and relentless in solving problems quickly and efficiently.

  • Technology Overhaul for a New Acquisition: Archway stepped in to help modernize Rob’s newly acquired agency. With a team of professionals leading the process remotely via FaceTime and Teams meetings, Archway guided Rob’s staff through the installation and setup of new computers and networks. Owen, a key team member at Archway, was particularly instrumental in ensuring a smooth transition for Rob’s team.

  • Virtual Assistant Setup: Archway also helped onboard Rob’s virtual assistant, Candela, who is based in Argentina. They ensured her remote setup was seamless, equipping her with the necessary technology and access to all required applications.

  • Vendor Management: One of the most significant time-savers for Rob has been Archway’s vendor management services. Now, when Rob’s team has an issue with a technology vendor, they can contact Archway directly, who then manages the vendor communication and resolution. This process removes a huge burden from Rob’s shoulders, allowing him to focus on running his business.

Additional Services Rob also leveraged Archway’s expertise in Microsoft 365. After requesting training for Microsoft Planner and OneNote, Archway arranged an in-depth, hour-long session with an expert within two days. This session uncovered functionalities Rob wasn’t previously aware of, allowing his team to take better advantage of the platform.

Results

  • A complete upgrade of the technology infrastructure for a previously paper-based agency.
  • Increased productivity thanks to responsive and thorough IT support.
  • Efficient setup of both in-house and virtual teams, ensuring all members are equipped with the technology and tools they need.
  • Vendor management that has saved Rob time and significantly reduced the operational burden on his staff.
  • Personalized training on Microsoft 365, improving workflow and team collaboration.

Client Testimonial “I highly recommend Archway. They not only promised certain services but delivered on all of them. From setting up new computers to helping my virtual assistant in Argentina, they’ve been instrumental in modernizing my business. Their customer service is top-notch, and I no longer have to spend time managing vendors or IT problems. Archway is the best, bar none.” — Rob Bowen, Owner, Patriotic Insurance Group

Conclusion By transitioning to Archway Computer, Patriotic Insurance Group was able to modernize its operations, improve efficiency, and delegate critical IT tasks to a trusted partner. Rob and his team now benefit from a reliable MSP that handles their IT needs seamlessly, allowing them to focus on growing their business.

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