IBOP Boosts Efficiency by 20% via Streamlined Processes for Miami Insurance Agency

The customer is a renowned commercial insurance brokerage agency based in Miami, Florida, offering a wide range of domestic and international insurance services. Their significant growth through acquisitions led to an increased workload and challenges in database management and employee performance monitoring

Seeking our help, they aimed to streamline database management, implement employee monitoring tools, reduce workload, and improve staff outcomes.

Our solutions resolved their issues, increased efficiency by 20%, and allowed staff to focus more on business expansion.

• The company struggled with managing multiple databases and systems, each with its own unique data fields, processes, customer activities, and architecture.
• The company had difficulty in accurately monitoring and analyzing individual employee performance due to lack of proper tools.
• The increasing workload was impacting the overall efficiency of the employees, necessitating a process change to improve outcomes and reduce excessive workload.