Entrinsik has announced that J.W. Terrill, which provides property and casualty, and employee benefit products and services, has selected Entrinik's Informer software for its automated scheduling and distribution capabilities, Live Excel integration capabilities and multiple output operations. The agency is using Vertafore's Sagitta agency management system and had been manually creating and distributing recurring reports, and using Excel to customize the reports and create-user specific versions. They would then distribute the reports via email attachments.
The company needed to reduce the time spent on creating and distributing reports and then customizing them for individual managers and supervisors. Recurring reports were eating up an average of 3 days per month, according to Kathie Ryan, training coordinator at J.W. Terrill. The agency was also having trouble finding a third party solution available to Sagitta OnLine agencies.
"We were looking for a new reporting solution that would free up valuable resources we needed to work on other projects," says Ryan. Informer has allowed managers and supervisors at the agency to get access to specific up to date information with the push of a button and it allows them to sort, slice and dice data on the fly. Informer has allowed managers and supervisors at the agency to get access to specific up to date information with the push of a button and it allows them to sort, slice and dice data on the fly.
For more information about Informer, visit Entrinsik's redesigned website at www.entrinsik.com.