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The Client:
Located in Hawthorn, Victoria, IBG Insurance Brokers provide a wealth of experience and expertise in all areas of general insurance including Business/Office, Public Liability, Professional Indemnity, Transit, Builders Warranty and many more.
Need:
To automation bulk document production and template formatting.
How We Helped:
Working with IBG Insurance Brokers management we provided solutions to automate the generation of documents based on an Excel data set. We also configured Word templates to meet a corporate standard.
What Steadfast IBG Say About Us:
As an SME Insurance Broking business we are big enough to require IT System implementation and Document Support, but not big enough to warrant employing a person for the role part time/full time. Mark’s existing experience in working within our industry means we spent about an hour explaining our needs, and from then on Mark worked with us like a member of the team.
: The Bluesprout Team understood the end goal and required very little further instruction to ‘get the job done’. The pride in their work is evident in the high standard of the end result.
: Within one month of delivering our BlueSprout developed New Business Proposal, we acquired 3 new clients generating an additional $45,000 income to our business. Can’t be happier than that!