Platinum River INNOVATIONS

The team at Platinum River is exceptional!! The process they put together to ensure that everything is understood, implemented, tested and then rolled out is amazing. I felt in the loop the entire time, my questions were responded to quickly and I felt comfortable the entire time we worked on the project. I would work with the team again in a heartbeat and will be a long time client of theirs going forward. The team was just exceptional and such a pleasure to work with. They truly gave it their all and it showed the minute the roll out happened. Platinum River does the right thing every time and it was truly the best experience I could have asked for.

They have been nothing short of amazing. So responsive and consultative. They solved so many problems and made my life so much easier. Don't know where I would be without them. 100% recommend this team.

We engaged Platinum River to support one of our companies transition from HubSpot to Salesforce, with a focus on improving CRM structure, sales visibility, and long-term scalability. The project involved Salesforce Financial Services Cloud and required the partner to understand both our business needs and the practical realities of moving an active team onto a new platform. What stood out most was Platinum River’s responsiveness, practical guidance, and commitment during go-live and post-live support. Their team was engaged, accessible, and willing to work through questions, data issues, and user needs quickly as they came up. As a result, they were able to move forward with greater confidence, stronger CRM adoption, and a clearer foundation for future revenue operations work. The value of the engagement was not just the technical implementation, but the support and partnership provided during the critical transition period. For others considering working with Platinum River, my recommendation is to stay closely engaged, bring clear business requirements, and take advantage of their willingness to collaborate through both implementation and post-launch stabilization. Overall, we were very happy with how they handled their go-live and post-live support.

We are an MGA (Managing General Agent) — a unique position in the insurance industry that sits between carriers and agencies — and finding a technology partner who truly understands our operational complexity is no small feat. Platinum River Innovations not only understood our world, they delivered results that have transformed how we work. From the ground up, their team helped us establish our Salesforce org, design our workflows, and build out a platform that genuinely reflects how our business operates. What impressed us most was their ability to listen carefully, ask the right questions, and translate our needs into practical, effective solutions — even when those needs were difficult to articulate. They never tried to fit us into a generic template. They took the time to understand what makes an MGA different and designed our processes accordingly. The impact has been significant. We've eliminated a substantial amount of manual labor and saved considerable time and effort across our team. The automations and improvements they implemented through Salesforce have streamlined our operations in ways we didn't think were possible this quickly. Beyond the technical work, Platinum River Innovations has provided outstanding training and support, ensuring our team is confident and capable in the new environment. They are professional, responsive, and a pleasure to work with at every stage. We would strongly recommend them to any company in the insurance industry — particularly MGAs and others who occupy that "in-between" space that so few consultants truly grasp. We plan to continue working with them on future projects and consider them a long-term partner in our growth.

Their deep knowledge of the insurance industry has been invaluable.

The PRI team was phenomenal to work with, and they helped lead us to ultimately a very successful launch of Salesforce. They provided clear communication throughout the entire process, creative solutions, and they quickly built / resolved all suggestions and bugs along the way!

PRI has been exceptionally great to work with. Communicative, skilled, and great at translating the tech to our business objectives. I highly recommend PRI and their team.

Working with Platinum River Innovations on our Salesforce implementation has been a game changer. Their deep understanding of the insurance industry—and specifically the unique needs of insurance carriers—has made the entire process smoother and more efficient. They took the time to thoroughly understand our business, which allowed them to build a platform that truly fits our operations. The team at Platinum River Innovations has been exceptionally professional, responsive, and easy to work with. They’ve shown great flexibility in coordinating meetings and meeting deadlines, even with the varied schedules of everyone involved on our side. Their expertise, combined with their collaborative approach, has made this a successful and positive experience. I highly recommend Platinum River Innovations to any company looking for managed services or a Salesforce implementation partner. Their industry insight, technical skills, and commitment to client success set them apart.