Case Study: J.W. Terrill achieves automated scheduling, self-service reporting and faster report distribution with Informer by Entrinsik

J. W. Terrill Insurance Provides Management Team with Self-Service Reporting Capabilities

J.W. Terrill Insurance, a property & casualty and employee benefits agency using Vertafore’s Sagitta system, was spending significant time—about three days each month—manually creating, customizing in Excel and emailing recurring reports. The process tied up staff, required IT involvement for routine requests, and left managers without easy self-service access to up-to-date data.

The agency implemented Entrinsik Informer for automated scheduling and distribution, Live Excel integration, calculated columns, drill-down analytics and charting. Managers can now run and customize real-time reports themselves, recurring reports auto-run and auto-distribute without delays, and staff time has been freed for higher-value work.

J.W. Terrill

Kathie Ryan

Training Coordinator