Established in 1906 in Hastings, Nebraska, Ellerbrock Norris started as a commercial insurance agency. Since then, the firm has experienced remarkable growth, expanding its footprint to include strategically located offices in Omaha, Kearney, and Lincoln, Nebraska. These strategic placements empower Ellerbrock Norris to provide unparalleled service to its valued clients.
Today, Ellerbrock Norris stands as a globally recognized risk advisory firm, dedicated to assisting clients in effectively managing their risks while achieving their long-term financial objectives. The firm is committed to relentless innovation and continuous improvement, ensuring that it evolves alongside its clients' ever-changing needs.
From a technological standpoint, Ellerbrock Norris employs a variety of systems to manage its operations effectively. As a leading risk advisory firm, it relies on HubSpot as its primary Customer Relationship Management (CRM) platform, a customized sales management system named LAUNCH to streamline its sales processes, and Applied Epic as its backend account management system (AMS). However, a significant challenge arose when the firm encountered difficulties extracting usable data from Applied Epic and integrating it with other systems where the data could be operationalized.
In addition to grappling with data accessibility, Ellerbrock Norris faces the complexity of managing multiple technology teams, each tasked with overseeing different aspects of the firm such as benefits and claims management.
“The presence of various technology teams and a diverse tech stack fosters a siloed approach to managing client interactions. Despite housing all client accounts within Applied Epic, gaining comprehensive insights into all our clients and their accounts remains challenging." - Elliot Bassett
Ellerbrock Norris sought a comprehensive solution that would provide the firm and its workforce with a complete, integrated view of its clients. The advisory firm aimed to pinpoint areas where it might be overlooking client needs and identify opportunities to expand its service offerings to meet those needs and better serve its clients.
Ellerbrock Norris boasts an extensive range of insurance products tailored to meet the diverse needs of its clients. However, the disparate nature of client information presents unique challenges.
“Creating strategies to enhance client account management and swiftly pinpoint potential areas of risk exposure requires seamless integration across all our systems and teams. This ensures we can promptly address any concerns and provide the appropriate products to safeguard our clients effectively” - Elliot Bassett
Bassett said, "business conversations often revolve around acquiring new clients, which is undoubtedly crucial for business growth. However, nurturing our existing client base presents an equally valuable opportunity to expand our business exponentially. Without seamless integration between Applied Epic and HubSpot analyzing accounts to better cultivate our client base is a challenge".
Synatic’s AgencySync solution seamlessly connected Applied Epic and HubSpot for Ellerbrock Norris, enabling real-time data processing in Applied Epic without manual intervention or complex coding. This bidirectional data flow facilitated effortless access to customer and policy information in both systems, empowering the firm to better serve its clients.
"Synatic has simplified the extraction of data from Applied Epic and its integration with surrounding solutions, providing invaluable insights into our clients' profiles. With this enhanced visibility, we can tailor risk management products to address unmet needs, maximizing the potential of our current client base." - Elliot Bassett
The importance of "getting the right data, to the right person, at the right time" cannot be emphasized enough in the insurance sector. Timely and precise information is pivotal for effective risk management and decision-making. Through integrating data into a unified holistic view, Ellerbrock Norris successfully enhanced data accessibility, streamlined operations, and boosted productivity in sales and backend procedures.
“The Synatic team consistently welcomed and encouraged discussions with us regarding the integration process. They provided an open platform for us to outline our vision for the integration and specify the functionalities we required. The Synatic team's ability to deliver on our requirements was immensely valuable to us.” - Elliot Bassett
Bassett added that, "Working with the Synatic team was truly fantastic. As professionals in risk management and insurance, our expertise lies more in our field than in technology. Therefore, the ongoing guidance and support provided by Synatic throughout the project were essential to its success".
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