Case Studies

David Roberts & Partners

Since David Roberts & Partners was founded in 1977 it has become a leading provider of commercial insurance & related services. With over 50 professionals across the two North West locations, David Roberts & Partners is a top 100 UK Independent Insurance Broker & ranked in the top 10 within the North West.

They advised that they realised their BIS was lacking in key areas; the two key issues which needed to be resolved were to get a better understanding of year on year variances & to see the detailed data for each account within the business. Our solution made these reports possible & they have facilitated the other areas where better intelligence was wanted. With the new software, management can now quickly & easily break down the business. Looking to the longer term, it is now possible to identify workflow patterns & from that arrange long term but not time critical jobs & catching up programmes for when there is less revenue driving activity underway.

"BIS has made us a better & more responsive business to deal with"

LFC

Based in South Woodham Ferrers, LFC believe in providing high quality cover at exceptionally good value. Their individual approach has won them a loyal client base, some of whom have been with them since day one & their highly trained staff are always on hand to give professional advice to business, commercial & individual clients.

Before business information software LFC found that the backoffice functionality available to the business had always been fine in the day to day operation of business. However, when it came to understanding the business, the reporting function had become laborious. The new software is already making a difference for LFC with regular performance reports being broken down by account executives to identify trends in each area.

"We’d seen the problem but not until business information software was suggested to us, did we see an answer. We have also been able to see which markets were supported by different parts of our business, to understand why & identify opportunities"

Plus One

Plus One is a third-party administrator, writing £40 million of business a year on behalf of companies like Aviva, Aon, Hiscox & Select & Protect. It looks after more than 100,000 household policies through the broker channel.

Plus One’s clients set down strict limits to work within, & incentivise it to improve on certain loss ratios. So, although it does high volume business, it needs accurate information fast.

With information from our business intelligence tool, Plus One can tweak rates to remain competitive in a fast-moving market, but also make sure it meets its clients’ requirements.

"This sort of information has a real impact on our business. We’re making key strategy decisions based on it"

Landau Manson

Established in 1982, Landau Manson provides insurance & risk management solutions for corporate & private clients. They deal with everything from the general insurance needs of a small business to the complex risk requirements of some of the largest privately owned businesses in the UK.

While there was no specific issue that led them to consider business information software, the firm has a programme of management training & development & as they had invested heavily in their management team, it seemed a natural progression to want better management information with which to apply the skills they had developed. Landau Manson also uses the software to, among other things produce discreet reports for each accounting year & to compare how its different hotel schemes work with different insurers or by other breakdowns.

"This made us budget better because we can work out our income on an effective basis rather than on a transactional basis. This has lead to greater consistency and accuracy so that this year’s budgets, so far, have proved to be spot on"

Primary General

Primary General writes £100 million of premium a year & distributes its commercial lines through 1,200 brokers & agents around the UK. It wanted fast access to in-depth business information so it could improve its management accounting & price premiums with greater precision. But it didn’t have the IT skills necessary to deliver this information.

By using our business intelligence solution, the management team can get their hands on figures like loss ratios, policy counts & claim ratios at the press of a button. Armed with this information, they can spot trends in the market & react to them more quickly.

"bIntelligent provided us with the ability to pull information seamlessly from SSP & our other systems & present the information in a single view"