Contact Manager Case Studies - Paul Humphreys Credit Insurance Services Ltd

Paul Humphreys Credit Insurance Services Ltd is a credit insurance broker based in Colwyn Bay.

Paul bases his business on the highest level of personal service to his customers. This requires Paul and his team to have access to the very latest information from the major Credit Insurance companies which is now delivered via the Internet.

Like many similar sized businesses Paul and his team were sharing access to the Internet via a single phone line using stand alone PC's. You can imagine the scenario. "Are you on-line at the moment ? Because I need to..... " was an often asked question.

Double 6 recently assisted Paul and his team to implement a small internal network and ISDN router access to the Internet for all connected client PC's on an "on-demand" basis.

Despite their increasing use of e-mail and the Internet as the principal means of communication with the major Credit Insurance companies and their clients alike, there is still a tremendous amount of paper received and generated in this line of work.

The next step was to implement Domino on Linux with Double 6's ontact Manager Contact Manager coupled with a best of breed fax server which has taken Paul on the first real step to stablishing a paperless office.

Contact Manager Modifications

Paul’s business is about three way communication. He needs to be able to link correspondence sent and received to both his clients and their insurers. The solution was to take Contact Manager as the core and add a number of customised modules.

Correspondence by Insurer – simple module which automatically picks up a clients’ insurance details and indexes the correspondence under the relevant insurance company as well as by client.

Insurance Policy Management – records policy details and incorporates some workflow for management of renewal dates etc.

Claims Management – a simple module that records claim details and a checklist of supporting information which is required for a successful claim.

The benefits – when one of Paul’s staff left on maternity leave and subsequently decided not to return to the business Paul found that using Contact Manager had actually meant it was not necessary to recruit a replacement. In real terms this represents a 25% plus saving in salary costs.