J. W. Terrill Insurance Provides Management Team with SelfService Reporting Capabilities
公司规模
Mid-size Company
地区
- America
国家
- United States
产品
- Informer
- Vertafore’s Sagitta
技术栈
- Live Excel Integration
- Automated Scheduling
- Drill Down Analytics
实施规模
- Enterprise-wide Deployment
影响指标
- Productivity Improvements
- Digital Expertise
- Employee Satisfaction
技术
- 功能应用 - 企业资源规划系统 (ERP)
- 分析与建模 - 预测分析
- 应用基础设施与中间件 - 数据可视化
适用行业
- Professional Service
- 金融与保险
适用功能
- 商业运营
- 销售与市场营销
用例
- 远程协作
服务
- 软件设计与工程服务
- 系统集成
关于客户
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.
挑战
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.
解决方案
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.
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