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

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	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

Technology Category	Analytics & Modeling - Predictive Analytics Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Industries	Finance & Insurance
Applicable Functions	Business Operation
Services	Software Design & Engineering Services System Integration
Challenge	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. Read More
About Customer	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. Read More
Solution	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. Read More Log in to view content
Contents

Technology Category

Analytics & Modeling - Predictive Analytics

Functional Applications - Enterprise Resource Planning Systems (ERP)

Applicable Industries

Finance & Insurance

Applicable Functions

Business Operation

Services

Software Design & Engineering Services

System Integration

Challenge

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.

About Customer

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.

Solution

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.

Impact #1	Multiple users at Ruhl & Ruhl have set up and scheduled several reports to be automatically sent to individual producers and management.
Impact #2	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.
Impact #3	The automated scheduling and ease of report creation have drastically reduced the time and resources required for generating production reports.

Impact #1

Multiple users at Ruhl & Ruhl have set up and scheduled several reports to be automatically sent to individual producers and management.

Impact #2

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.

Impact #3

The automated scheduling and ease of report creation have drastically reduced the time and resources required for generating production reports.

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Overview

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

Operational Impact