Release Date: Wednesday, June 01, 2011
Challenge | Extracting Relevant and Timely Data to Create Departmental Production Reports
Since 1976 R&R Insurance Services, Inc. has grown to be one of the largest independently owned insurance agencies in the Midwest. They represent top rated national and regional insurance carriers and are using Vertafore's AMS360® agency management system.
R&R had three main reasons for seeking out an application like Informer. First, they were struggling to extract data and / or capture specific data within their AMS360 database they felt was relevant in helping them make informed decisions on a timely basis. Second, they were looking for a tool that would allow them to create custom reports and save those parameters without having to always recreate the report from scratch. Finally, they needed a system with a delivery mechanism. "We needed a way to schedule reports and get the information into the hands of the users quickly and efficiently," said Michael Franz, CFO at R&R Insurance Services.
Solution | Track Department Spending and Automatically Distribute to Decision-Makers
Like most businesses R&R is broken down into departments that are each responsible for their own budget. "Informer has enabled us to better understand specific departmental spending in relation to the charges that have been expensed to that department," says Franz. "We have created a report that shows their spending on a monthly basis by line item."
With Informer, R&R is scheduling the majority of reports including Accounts Receivable, Monthly and YTD production numbers, Expiration Lists and General Ledger detail by department. These reports automatically get emailed directly to individuals with real-time data relevant to them.
Results | Less Time Creating Reports; More Time Growing Revenue
In R&R's AMS360 database, a customer is either a business or an individual. Using Informer's calculated column feature, they easily created a new "calculated" field in several reports that looks at the department. If the department is Commercial Lines, Informer pulls back the Business name. If the department is Personal Lines, then Informer provides the Individual's name. They also have created a standard AR Aging report that they have scheduled to email producers every 15 days.
"Informer has not only helped us address our reporting needs, but we have started to realize additional bandwidth within our department because we are spending less time creating and recreating reports and more time working on other business needs," says Franz.
About Entrinsik
Entrinsik, Inc. is the market leader in providing web-based operational and analytical reporting tools to the MultiValue marketplace. Today, with Informer Web Reporting, thousands of end-users using MultiValue databases enjoy the ability to leverage the Web to share information assets with virtually unlimited number of people anywhere at any time. With its intuitive, easy-to-use interface, Informer provides end-users, IT staff, and executives a business intelligence environment and consistent, real-time information impacting key business processes. Spectrum Magazine has described Informer as a "supercharged reporting tool...designed for decision-makers."
Founded in 1984 and in the MultiValue market since, Entrinsik aims to provide leading edge technology and unsurpassed service to their customers.
For more information, visit http://www.entrinsik.com
About D3
The D3 DBMS embodies the best and most desired features for developers and users. It is simple in its structure but allows for complex definitions of data structures and program logic. The built-in development environment allows applications to be rapidly prototyped, developed, and modified on the spot. Custom applications and on-site enhancements are common in the D3 community. Everything required for development is already in D3, making D3 much more than a typical database environment. Site administration requires a fraction of the staff of other environments of the same size - a large proportion of sites running D3 do not have an IT staff.
D3 is developed and supported over the many environments indicated on these pages. All code and data easily migrates between environments without modification, so both developers and users can work on their platforms of choice.
Other products from TigerLogic include connectivity tools like FlashCONNECT for web, the D3 Class Libraries, the Open Systems File Interface for Oracle and other environments, and XML technologies to exchange data with other XML-compliant programs or environments.
For more information, visit http://www.rainingdata.com/products/dbms/d3/index.html
About UniData
Secure and Available 24 X 7
Tuned for business
The current economic climate demands more from your technology than ever before. While easy-to-use, high-performance solutions have always offered a faster return on investment, they may be a matter of survival today. And for businesses prepared to take advantage of changing times to position themselves for the future, they offer a competitive advantage.
UniData(r) comes into its own at times like these, delivering the capabilities you need to develop, enhance and deploy comprehensive business applications rapidly and with minimal cost.
UniData is an extended relational database ideal for embedding in vertical solutions. It allows multiple nested tables within a table, while maintaining support for ANSI SQL access. Data modeling is more intuitive and fewer tables are created compared with a traditional relational database.
Using UniData, developers can create solutions quickly and easily for a wide variety of markets. The product's real-world approach to application development and deployment minimizes time to market, which in turn saves you money and helps you compete more effectively.
Highlights
- Delivers low TCO and exceptional scalability to meet the challenges of on demand business in the SMB and large enterprise market
- Provides intuitive design and high-performance queries using extended relational data model
- Enables use of standard protocols including ODBC, OLEDB, ADO.NET, JDBC, XML and SOAP
- Supports security and robustness via encryption, authentication and high availability features
- Features native, high performance interfaces for .NET, Java(tm) and more
- Leverages application investment with flexible data storage
For more information, visit http://www.rocketsoftware.com/u2/
About UniVerse
Reliable and Flexible Foundation for Business Solutions
Successful businesses continually push themselves to find ways to maximize their effectiveness and reduce costs. UniVerse maximizes return on investment and is built to keep costs low, delivering uncompromising reliability and power with the features that successful businesses need.
UniVerse offers a unique combination of an intuitive development environment and a powerful, reliable data engine. It is easy to embed in an application and delivers high-performance and high scalability in a small footprint. On top of that, it's very easy to use and administer.
Based on technology newer than the relational model, UniVerse uses XML-like data structures resulting in fewer tables, fewer joins and better performance.
Highlights
- Provides intuitive database design and high performance data access
- Secures data through encryption and authentication
- Ensures high availability through data replication
- Enables access via a variety of APIs, protocols, frameworks and architectures
- Provides flexible data storage choices for maximum interoperability
- Accelerates time to market and lowers TCO for business solutions
For more information, visit http://www.rocketsoftware.com/u2/
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