Challenge
- Constraint on scaling business
- Ensures that only the correct figures are used for calculating potential savings
- Needed a tool that clearly showed the difference between what they are currently paying and what they would pay if they were self-insured.
- Consider how to allow the tool to use the same logo in multiple protected reports.
- Tables as well as charts needed to have the prospect’s name showing.
- Needed to roll-up the state based insurance schemes to show what would happen if we were to create a national scheme
Solution
- Create spreadsheet templates
- Allow logo to be configured in a central location which propagates to all reports.
- Parameterise prospect name so that reports are customised and reflect prospect’s name in tables and charts
Outcome
- IP created
- Quotes are correct, look more professional and quicker.
- Data quality improved, minimise rework of data
- Conversion rate increased with the personalisation of the information presented to the prospect.
- Time to provide prospect with information reduced from days to hours.