J. W. Terrill Insurance Provides Management Team with SelfService Reporting Capabilities
Customer Company Size
Mid-size Company
Region
- America
Country
- United States
Product
- Informer
- Vertafore’s Sagitta
Tech Stack
- Live Excel Integration
- Automated Scheduling
- Drill Down Analytics
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Productivity Improvements
- Digital Expertise
- Employee Satisfaction
Technology Category
- Functional Applications - Enterprise Resource Planning Systems (ERP)
- Analytics & Modeling - Predictive Analytics
- Application Infrastructure & Middleware - Data Visualization
Applicable Industries
- Professional Service
- Finance & Insurance
Applicable Functions
- Business Operation
- Sales & Marketing
Use Cases
- Remote Collaboration
Services
- Software Design & Engineering Services
- System Integration
About The Customer
J.W. Terrill is an insurance agency that provides a comprehensive range of property & casualty and employee benefit products and services to organizations of all sizes. The agency uses Vertafore’s Sagitta® agency management system to manage its operations. J.W. Terrill's management team was facing challenges with the manual creation, customization, and distribution of recurring reports, which was consuming significant time and resources. The agency sought a solution to streamline these processes and enable managers and supervisors to access and customize reports independently, without relying on IT assistance. The goal was to improve efficiency, reduce the time spent on report generation, and allow the team to focus on other critical projects.
The Challenge
J.W. Terrill needed to reduce the time spent on creating and distributing reports and then customizing them for individual managers and supervisors. The agency was using Vertafore’s Sagitta® agency management system and had been manually creating and distributing all recurring reports and using Excel to customize the reports and create user-specific reports. They would then manually distribute the reports via email attachments. Recurring reports were consuming an average of three days each month, and additional time was spent in other departments. The agency also faced difficulties finding a third-party solution available to Sagitta OnLine agencies, and Vertafore had no plans to upgrade the report scheduling capabilities within Sagitta. They were looking for a new reporting solution to free up valuable resources needed for other projects and ensure timely report generation and follow-ups.
The Solution
J.W. Terrill selected Informer software for its ease of use, automated scheduling and distribution capabilities, Live Excel integration capabilities, and multiple output options. Informer’s calculated columns, drill-down analytics, and charting capabilities provided a powerful yet user-friendly reporting solution. The software allowed for automated scheduling and distribution via email, enabling the management team to access and customize reports independently. Integrating Informer with Live Excel allowed managers to use familiar tools without needing extensive training on new software. Informer offered a straightforward interface that translated well for those already familiar with Sagitta Report Building, making the transition smooth and efficient.
Operational Impact
Quantitative Benefit
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