endsleigh insurance

1
endsleigh insurance

• one solution across our business

2
about us

• who are we?
• becky smith business project manager
• finance, partnerships, commercial, life
• paul nicholas business project manager
• internet, retail, new technologies
• responsible for delivering change into our
  business

3
our business

• insurance intermediary
• over 60 insurance partners
• established 1969
• head office in cheltenham
• large callcentres in cheltenham and burnley
• 130 retail branches nationally
• 1000 employees
• dynamic internet presence

4
business portfolio
car home student travel bike landlords renter pet
caravan musical breakdown
mortgage life pension credit card savings investme
nts loans
large business small business charity sports comme
rcial university
5
endsleigh network
6
in partnership
7
our technology

• microsoft based infrastructure
• active directory
• outlook / exchange
• sharepoint
• office
• great plains
• live communications server
• .NET development platform
• large legacy system based on ibm iSeries
• bt voice over ip integrated national telephony
  network

8
our issue

• management of a complex and disparate group of
  entities
• business to business prospects
• partnership management
• two areas, same issues

9
our issue

• manual processes which were error prone
• administration and labour intensive
• data and information not open
• mixed communication channels
• agents and partners work in different ways
• different contractual arrangements
• different systems to interface to
• central knowledge management

10
our requirement

• out of the box solution
• werent looking for a large development
• multi-company
• fsa compliance
• multi-platform integration
• support light
• scaleable (and cost effective to scale !)
• easily trained
• lever benefit from existing technology (eg great
  plains)
• demonstrable roi potential

11
our solution what?

• microsoft crm solution
• integrated with great plains
• integrated with iseries data

12
our solution why?

• a platform we understand
• easily integrated
• backend data
• front-end applications (eg great plains)
• easily trained
• familiar user interface
• consistent approach
• we are able to start small
• low cost of entry
• not resource intensive
• existing hardware and network infrastructure
• future potential and direction of the product

13
our solution how?

• developed in partnership with ciber uk
• didnt want in-house development but were looking
  to not be tied to a partner for support
• 4 day initial fact find process with partner
• 12 week development and implementation cycle with
  low impact on endsleigh development staff
• design and creation of data mart to allow
  multi-platform data accessibility
• integration of data with great plains
• report creation and distribution mechanism
• 2 days training for users
• 1 day training for support staff
• handover of all support functions

14
our solution the pain

• managing change in business
• technical understanding
• manage partners expectations
• generally pain free

15
our solution future?

• direct agent access to information via the
  internet
• on demand
• real-time
• extended integration with core systems (eg
  cognos)
• use in other endsleigh business areas
• field partnerships
• general business
• life
• utilise crm .NET components within in-house
  developed solutions

16
questions?