Case Studies J. W. Terrill Insurance Provides Management Team with SelfService Reporting Capabilities

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	J. W. Terrill Insurance Provides Management Team with SelfService Reporting Capabilities

J. W. Terrill Insurance Provides Management Team with SelfService Reporting Capabilities

Technology Category	Analytics & Modeling - Predictive Analytics Application Infrastructure & Middleware - Data Visualization Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Industries	Finance & Insurance Professional Service
Applicable Functions	Business Operation Sales & Marketing
Use Cases	Remote Collaboration
Services	Software Design & Engineering Services System Integration
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. Read More
About 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. Read More
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. Read More Log in to view content
Contents

Technology Category

Analytics & Modeling - Predictive Analytics

Application Infrastructure & Middleware - Data Visualization

Functional Applications - Enterprise Resource Planning Systems (ERP)

Applicable Industries

Finance & Insurance

Professional Service

Applicable Functions

Business Operation

Sales & Marketing

Use Cases

Remote Collaboration

Services

Software Design & Engineering Services

System Integration

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.

About 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.

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.

Impact #1	Informer allowed managers and supervisors to access specific up-to-date information with the push of a button, enabling them to sort, slice, and dice data on the fly.
Impact #2	The software's ease of use enabled the team to tackle more complex reports and provide calculations within the reports, even for users not adept at Excel formulas.
Impact #3	All recurring reports now auto-run and auto-distribute without delays due to absences or vacations, ensuring timely and consistent report generation.

Impact #1

Informer allowed managers and supervisors to access specific up-to-date information with the push of a button, enabling them to sort, slice, and dice data on the fly.

Impact #2

The software's ease of use enabled the team to tackle more complex reports and provide calculations within the reports, even for users not adept at Excel formulas.

Impact #3

All recurring reports now auto-run and auto-distribute without delays due to absences or vacations, ensuring timely and consistent report generation.

Benefit #1	Recurring reports that previously consumed an average of three days each month are now automated, saving significant time and resources.

Benefit #1

Recurring reports that previously consumed an average of three days each month are now automated, saving significant time and resources.

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Overview

J. W. Terrill Insurance Provides Management Team with SelfService Reporting Capabilities

Operational Impact

Quantitative Benefit