Leticia Trevino, Chief Compliance Officer and Change Agent at Heffernan, is in charge of emphasizing the critical role of reporting and key metrics development. With over $200 million in revenue that she helps oversee, the Ennabl platform has proven instrumental in this area, particularly in the realm of data reporting. Trevino highlighted the significant time savings achieved by streamlining the data cleanup process. Ennabl's intuitive interface enables effortless selection of carriers, vastly improving accuracy and data confidence. This ease of use is in stark contrast to their previous struggles with their Agency Management System (AMS), where pulling specific carrier reports was cumbersome and time-consuming.
Leticia outlined the diverse applications of Ennabl within their agency, including retention statistics validation, cross-selling reporting, and prospecting opportunities. The platform's data enrichment functionality has been pivotal, allowing them to add NAICS codes to customer records systematically. This meticulous data cleansing and enriching has enhanced their ability to respond to carrier queries effectively. She used to pull data into reports that were often inaccurate and did not give the full picture, however with the cleaning and enhancing ennabl does, she is now able to get a better understanding.
Leticia emphasized the role of Ennabl as a comprehensive solution, bringing together various business units and their disparate data sources into a unified platform. The ability to view data holistically across their organization has been a game-changer. Ennabl's role as a single solution for diverse needs has impressed even the skeptics within the organization. Ennabl's integration capabilities have streamlined their engagement processes with vendors, leading to significant cost savings. By consolidating various engagements into a single solution, they've eliminated the need for multiple contracts and interactions, thereby improving efficiency.
One of the standout features highlighted by Leticia is Ennabl's dashboarding functionality, which allows for dynamic data visualization and analysis. This feature has significantly improved their ability to answer critical business questions, such as volume and retention statistics with specific carriers, with just a few clicks. The flexibility to explore multiple views and apply different filters in real time has enhanced their decision-making processes.
Leticia noted the significant time savings achieved by eliminating the need for running complex reports in their AMS. Ennabl's user-friendly interface has empowered non-technical users, allowing them to access and analyze data independently. The ability to swiftly respond to inquiries and access data on demand has become a hallmark of their improved operational efficiency.
While Leticia acknowledges the upfront investment in time and effort during the platform's implementation, she underscores the long-term benefits reaped from this initial commitment. Ennabl's role as a strategic partner, coupled with their deep understanding of insurance processes, has resulted in a fruitful collaboration. Leticia shares her positive experiences with colleagues from other agencies, highlighting Ennabl's ease of use, powerful dashboarding capabilities, and the platform's insurance-centric approach, making it an invaluable asset for any insurance agency.
She also highlighted how the ennabl team is composed of insurance people and not technology people. At their core, they fundamentally know the insurance business. This has made the partnership more of a partnership and less of teaching and training on both sides.
“Ennabl has allowed us to gain a better understanding of our data and where our current book sits,” said Trevino. “We no longer have to utilize tools such as Excel and spend hours building out reports because it now sits at our fingertips.”
In conclusion, Leticia's testimonial provides a comprehensive view of the tangible benefits and strategic advantages Ennabl brings to an insurance agency. From data cleanup and enrichment to dynamic visualization and streamlined vendor engagements, Ennabl has emerged as a cornerstone technology, enabling Heffernan to optimize its operations, enhance data accuracy, and achieve significant time savings.