INDUSTRY
Independent insurance agency that works exclusively with churches, schools, and ministry-based, non-profit organizations.
EMPLOYEE COUNT
40-45
AGENCY MANAGEMENT SYSTEM
APPLIED/EPIC
WEBSITE
Problem Identified:
An account manager was spending over 20 hours a week entering quoting and claims information into Epic. This data set existed in carriers’ systems but there was no way to export it into Epic without entering each record manually one at a time.
Results:
Working with our automation partner, Instagration, Linchpin-IT created a custom third party tool to migrate data from carrier systems to Epic automatically. This gave 80 hours of time back a month to the account manager who then used that time to better serve and manage accounts.
Words from Our Client:
“I was so excited to learn about Linchpin-IT’s custom-coded applications. They assured me if they could not make the automation work, there would be no charge. Of course, it worked like a dream and we are so grateful.”
Charlie Cutler
President
ChurchWest
