Case Study: Shepherd Insurance improves strategic planning with Informer by Entrinsik

Better Strategic Planning Through Reporting with Informer

Shepherd Insurance, one of the largest independent insurance agencies in the United States, needed a better way to manage reporting because data was scattered across systems, numbers were outdated by the time they reached leadership, and manual report creation took too much analyst time. The company turned to Informer by Entrinsik to replace its older Helix reporting setup with a more flexible, real-time solution.

Informer by Entrinsik delivered automated email distribution, customizable dashboards, row-level security, and on-demand reporting that let teams quickly update and explore data by carrier, office, client, and more. As a result, Shepherd Insurance gained faster access to insights, improved decision-making confidence, and significant productivity gains, with commission and other key reports now viewable in just a few clicks instead of hours.

Shepherd Insurance

Alysa Gay

Data Analyst