Case Study: R&R Insurance Services, Inc. achieves real-time departmental financial tracking and automated report delivery with Informer by Entrinsik

R&R Insurance Services Tracks Departmental Financial Results in Real Time with Entrinsik Informer

R&R Insurance Services, one of the largest independently owned insurance agencies in the Midwest, used Vertafore’s AMS360 but struggled to extract timely, department-specific data and repeatedly recreate reports. They needed a reporting tool that could capture specific fields, save report parameters, and reliably deliver scheduled reports to decision-makers.

Entrinsik Informer allowed R&R to build and save custom reports, add calculated fields to distinguish business vs. individual customers by department, and automatically schedule/email reports like departmental monthly line-item spending and AR aging every 15 days. The result: real-time visibility into departmental finances, less time spent rebuilding reports, and more bandwidth to focus on revenue-generating work.

R&R Insurance Services, Inc.

Michael Franz

CFO at R&R Insurance Services