Case Study: Ruhl & Ruhl Insurance achieves automated, scheduled production reporting and archiving with Informer by Entrinsik

Ruhl & Ruhl Insurance Quickly & Easily Creates, Schedules & Archives Production Reports with Informer Reporting

Ruhl & Ruhl Insurance, a full-service agency handling commercial, medical malpractice and personal lines, needed to streamline production reporting from their Vertafore Sagitta system for monthly management meetings. Comparing producer performance month-to-month and year-to-year required running multiple reports and manual Excel comparisons, which was time-consuming, inconsistent and often left managers without timely information.

They implemented Entrinsik Informer, using its drag-and-drop query engine, live-data access, and automated scheduling and archiving to build the needed production-comparison reports (with help from Entrinsik support). Multiple users now schedule reports to individual producers and management automatically, saving time, improving decision speed, and giving managers timely, actionable visibility into agency performance.

Ruhl & Ruhl Insurance

Tim Smith

Agency Manager