IPartners SaaS Business Intelligence System Aids Marketing Efforts at Majestic Insurance
IPartners Insurance Scorecard, a SaaS (Software as a Service) Business Intelligence (BI) designed specifically for the insurance system, marketing manager helps Majestic Insurance Company to manage the performance of the brokerage firm effective. The system is also Majestic help the efficiency of their systems assurance department, “says John Hernandez, Senior Vice President, Marketing.
Take the key benefits is the provision of information and a summary of the specific modalities of activities. “With the reports of iPartners Insurance Scorecard, sales of our leaders can become familiar with our brokers and their show, for example, the specifics of why we are falling. This helps to identify the brokers, prospects and policies that are acceptable, “said Hernandez.” It reduces our costs of the activity, and it increases the possibilities for our competitive tenders for companies that fail to adapt. ”
Majestic sales managers and their brokers have both 24 / 7 access to information, by the Scorecard. “If she calls, our sales efforts leadership that can generate serious discussions instead of getting bogged down in generalities. They can talk about successes on the areas where improvements are needed,” says Hernandez.
Majestic’s flow acceptable business has improved since the Scorecard has been installed. “Now we are at the implementation of the rolling stock to a larger number of sales leaders, and we expect that the benefits will be expanded.
Before using the dashboard, the leaders had to print, scan, and then by e-mail or fax to several reports brokerage. “It was a cumbersome procedure, given that the reports that have been more and more closely,” recalls Hernandez. “A compiled the reports are published every month,” he says, and the process had to be repeated for each quarter, and even more so for the whole year. “With Scorecard, the timeline we simply we want, and that is what we wanted in a report.”
The iPartners Scorecard enables authorised users to the entire organization reports and share the information necessary to take into formats - and to add comments and record financial variances to explain it. Data from customer-system is automatically loaded and saved course, and users can access their data from any Web browser.
Scorecard Metrics of the measure is given, such as the loss of relationships, commissions, retention and citation report, by all brokers. “The Scorecard collects information about our activities in a way that you help us understand the actual results and trends, graphics, that everyone can understand,” says Hernandez. “It also allows us to a crawl certain activities within the group.
“We use (scorecard), more and more,” he says. “It has been accepted throughout our organization, management at the highest level.”
About iPartners
IPartners offer SaaS companies reporting / analysis and Business Intelligence (BI) solutions industrial, financial and management requirements. For further information on iPartners’ insurance solutions for businesses, please (888) 618-8360 ext 200 or www.iPartners.net.
About Majestic-Versicherungs-Gesellschaft
Majestic-Versicherungs-Gesellschaft is a wholly owned subsidiary of CRM Holdings, Ltd. Majestic writes workers Accident Insurance various acts of the State and Third-Party Administration. Majestic is licensed in 15 countries and operates primarily in California, Alaska, Nevada, Oregon, Arizona, New Jersey and New York.
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