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.
Solution
- Create spreadsheet templates
- 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.
Outcome
- Intellectual Property created
- Quotes are correct, look more professional and quicker.
- Data quality improved
- Conversion rate increased with the personalisation of the information presented to the prospect.