R&R Insurance Services Tracks Departmental Financial Results in Real Time with Entrinsik Informer
公司规模
Mid-size Company
地区
- America
国家
- United States
产品
- Entrinsik Informer
- Vertafore AMS360
技术栈
- Calculated Column Feature
- Email Scheduling
实施规模
- Enterprise-wide Deployment
影响指标
- Productivity Improvements
- Customer Satisfaction
- Digital Expertise
技术
- 分析与建模 - 实时分析
- 功能应用 - 企业资源规划系统 (ERP)
适用行业
- 金融与保险
适用功能
- 商业运营
用例
- 补货预测
- 监管合规监控
- 远程资产管理
服务
- 软件设计与工程服务
- 系统集成
关于客户
R&R Insurance Services, Inc. is one of the largest independently owned insurance agencies in the Midwest, having been established in 1976. They represent top-rated national and regional insurance carriers and utilize Vertafore’s AMS360® agency management system. The company is divided into various departments, each responsible for its own budget. R&R Insurance Services sought a solution to better manage and understand departmental spending, streamline report creation, and distribute these reports efficiently. Their goal was to make informed decisions based on timely and relevant data extracted from their AMS360 database.
挑战
Since 1976, R&R Insurance Services, Inc. has grown to be one of the largest independently owned insurance agencies in the Midwest. They represent top rated national and regional insurance carriers and are using Vertafore’s AMS360® agency management system.\n\nR&R had three main reasons for seeking out an application like Entrinsik Informer. First, they were struggling to extract data and/or capture specific data within their AMS360 database that was relevant in helping them make informed decisions on a timely basis. Second, they were looking for a tool that would allow them to create custom reports and save those parameters without having to always recreate the report from scratch. Finally, they needed a system with a delivery mechanism. “We needed a way to schedule reports and get the information into the hands of the users quickly and efficiently,” said Michael Franz, CFO at R&R Insurance Services.
解决方案
Like most businesses, R&R is broken down into departments that are each responsible for their own budget. “Informer has enabled us to better understand specific departmental spending in relation to the charges that have been expensed to that department,” says Franz. “We have created a report that shows their spending on a monthly basis by line item.”\n\nWith Informer, R&R is scheduling the majority of reports including Accounts Receivable, Monthly and YTD production numbers, Expiration Lists and General Ledger detail by department. These reports automatically get emailed directly to individuals with real-time data relevant to them.
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