In this video, Jacqui Nichols (Treasurer/CFO) and Tabitha Beaman (Project Manager/Analyst) from Barton Mutual Insurance share how adopting the Finys Suite in 2018 transformed their operations. They explain that the platform helped them boost efficiency—writing more premium without increasing headcount—and enabled a modern online portal where insureds can pay bills and access policy information. They also highlight the value of Finys’ “out-of-the-box” foundation paired with flexible customization, with Design Studio giving their team more direct control (even for non-developers) and reducing the need to submit support tickets. Throughout, they emphasize the responsiveness of the Finys team and positive agent feedback on ease of use.
About Barton Mutual Insurance
Barton Mutual Insurance Company has served residents of Missouri since 1894. They partner with local independent agents across the state so that insureds can work with someone they know and trust to find a policy that works for them. They specialize in insurance for homes, farms, small businesses, rental properties, and small contractors.
Full Transcript:
Jacqui Nichols:
I am Jacqui Nichols with Barton Mutual Insurance, and I’ve been there for 31 years, and I am the treasurer and the CFO.
Tabitha Beaman:
My name is Tabitha Beaman, and I’ve been with Barton Mutual Insurance for 17 years. I work as a project manager and an analyst. We started development with the Finys Suite in 2018, so we’re in our seventh year of using that as our backend system.
Jacqui Nichols:
Finys has helped us to be more efficient, and we’re able to write higher written premium with the same employee base that we currently have.
Tabitha Beaman:
The Finys Suite also gave us the ability to have an online portal for our insurance, which we had never been able to do before. So that has given us some more technical pieces for the insureds to use, including paying online and accessing their policies online as well. The Finys team has been great all the way around, and all of them are really good. They’re very responsive. They always take our ideas and want to help us in any way they can.
Jacqui Nichols:
We love that Finys is kind of out of the box, and they give you some options for different ways that you can customize and do business the way that you’ve always done it, but they also allow you to do some unique things as long as you’re staying within best practices.
Tabitha Beaman:
The Design Studio is actually one of the reasons that I wanted to go with Finys when we were assessing software options. I know we like to have control over things in our office. And so having that piece of control was really one of the selling points, I think, for Finys, and it has been pretty easy to catch on. Even as a non-developer, I’ve been able to get into Design Studio and figure out how all those modules work together. Sam and everybody else have obviously been great in training us and teaching us. We’ve just been able to get in there and do things ourselves, which prevents us from making tickets
Jacqui Nichols:
Somebody else has to take on that work. And our agents really give us really good feedback that they enjoy using it. It’s easy to use; they know what to do, and if not, they can reach out to us for the help they need to answer those questions really quickly.
