下载PDF
实例探究 > Ruhl & Ruhl Insurance Quickly & Easily Creates, Schedules & Archives Production Reports with Informer Reporting

Ruhl & Ruhl Insurance Quickly & Easily Creates, Schedules & Archives Production Reports with Informer Reporting

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
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.
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.
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.
运营影响
  • Multiple users at Ruhl & Ruhl have set up and scheduled several reports to be automatically sent to individual producers and management.
  • The implementation of Informer has made it easier for managers to keep track of agency activities by simply reading the reports instead of creating and combining them manually.
  • The automated scheduling and ease of report creation have drastically reduced the time and resources required for generating production reports.

相关案例.

联系我们

欢迎与我们交流!

* Required
* Required
* Required
* Invalid email address
提交此表单,即表示您同意 IoT ONE 可以与您联系并分享洞察和营销信息。
不,谢谢,我不想收到来自 IoT ONE 的任何营销电子邮件。
提交

Thank you for your message!
We will contact you soon.