Ruhl & Ruhl Insurance Quickly & Easily Creates, Schedules & Archives Production Reports with Informer Reporting
公司规模
SME
地区
- America
国家
- United States
产品
- Informer
- Vertafore Sagitta
技术栈
- Automated Scheduling
- Query Engine
实施规模
- Enterprise-wide Deployment
影响指标
- Productivity Improvements
- Cost Savings
- Customer Satisfaction
技术
- 分析与建模 - 预测分析
- 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
服务
- 软件设计与工程服务
- 系统集成
关于客户
Ruhl & Ruhl Insurance is a provider of a comprehensive range of commercial, medical malpractice, and personal insurance programs. The company is dedicated to delivering high-quality insurance solutions to its clients. A critical aspect of their operations is the ability to quickly and efficiently generate production reports from their Vertafore™ Sagitta agency management system. These reports are essential for uncovering critical insights that aid in making the best business decisions. The company faced challenges in streamlining this reporting process, which was vital for their ongoing success and operational efficiency.
挑战
Ruhl & Ruhl Insurance needed to streamline the process of generating production reports to obtain critical information for monthly management meetings. The primary challenge was comparing production year-to-year and month-to-month by individual producers. The existing process was time-consuming and inefficient, involving multiple reports and manual comparisons using Excel. This inefficiency led to delays in generating the necessary reports, which were crucial for making informed management decisions.
解决方案
Ruhl & Ruhl Insurance implemented Informer software to streamline data delivery through automated reporting. Informer was chosen for its ease of use, reporting and analysis flexibility, and automated scheduling capabilities. The software's built-in query engine allows both technical and non-technical users to generate and schedule reports based on live production data. With the support of Entrinsik's staff, Ruhl & Ruhl was able to write production comparison reports and schedule them automatically, eliminating the need for manual report creation and comparison. Informer presents information in a drag-and-drop format, giving users the flexibility to assemble, schedule, and deliver reports as needed. This has significantly improved the time to decision-making and end-user satisfaction, while also reducing the cost of creating, maintaining, and delivering reports.
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