Steadfast Insight - Blue Sprout

Automation

We offer our full range of automation solutions which interact directly with INSIGHT APIs. This provides a great opportunity to get more out of you Microsoft environment.

Save of third party software licensing solutions.

We will work with you and your existing IT provider to achieve the desired outcomes.

CRM and Workflow Management

Customer Relationship Management (CRM) systems offer a range of features designed to streamline business operations and improve customer interactions.

The CRMs provide a clear overview of what needs to be done, who is responsible, and when deadlines are approaching. It allows teams to track progress in real-time, ensuring everyone is aligned and no steps are missed.

Templates, Word Training, Reporting

We are a Steadfast recommended trainers delivering tailored courses designed to give users skills in creating and formatting Microsoft Word templates when used in conjunction with INSIGHT.

Management Reporting

Linking to the INSIGHT reporting database, we can tailor management reports using Power BI to meet individual needs.

Contact Us

Automation

Renewal Task Automation
Claims Management
Debtors Email and SMS
Folder Creation
BoTs
Tailored Automations
-

Registers

Complaints Register
Breach Register
Risk Registers
Monthly PI Dec
Training Registers
Document Managament
-

Intranet

Policy and Procedures
Staff Forms
Staff and Company Announcements
Assistance in Documentation
-
-

Reporting

Financial Performance
Compliance Data
Team Results
Routers
Authorised Rep Performance
Processing Activity
-

What Our Clients Say About Us

Initialism Pty Ltd

Blue Sprout took the time to understand the complexities of our business and the drivers behind our needs, and collaborated with us, clearly explaining the merits of various approaches and solutions they identified. We found Blue Sprout to be highly responsive and pragmatic throughout the project, aligning their delivery and engagement to our competing business demands. As a result, Blue Sprout surpassed our expectations in delivering sustainable outcomes that will support us in providing increased value to our clients and growing our business.

Tudor Insurance Australia

Mark took the task of modernising our current procedures and systems and made what we believed would be a very complex and drawn out task an extremely simple process. The end result is a user friendly, easy to follow online library of our processes, policies and procedures. Mark also assisted us with a PowerBI solution that has taken the time and effort out of our monthly reporting process to the simple click of a button. We couldn’t be happier with all of the work completed by Blue Sprout to date and we are excited to continue this partnership into the future. We would highly recommend the services of Blue Sprout.

Insurance By Design

Blue Sprout provided a practical and affordable solution to our problem. They helped unlock the potential we could see in Microsoft 365. Looking forward to doing more with Mark and the team

Restaurant and Catering

Blue Sprout were understanding of our needs and were able to complete the implementation in a timely manner. They were responsive and were able to adapt the implementation to meet our requirements. We would be happy to recommend Blue Sprout.

GSI Professional Services

Mark at Blue sprout was a pleasure to work with, understood our needs and delivered an excellent result on time and on budget, we look forward to working with Mark into the future, and would highly recommend Mark and Blue Sprout.

Baptist Insurance Services Ltd

Having unsuccessfully tried to unlock the working power of Microsoft 365, we appointed Mark and the Blue Sprout team to assist us with this project. Finally, we have found a team who understands our needs and have implemented processes to totally handle our business requirements. Their service is outstanding and response times amazingly quick. We look forward to a long association with Blue Sprout.

ASTN

Microsoft CRM was implemented in an efficient, effective and inside budget and our timeframes thanks to Blue Sprout. This was the smoothest technology implementation I have been involved in, over 20 years in business, and I highly recommend Blue Sprout.

Ovens Valley Insurance Brokers

We are really loving the assistant. It’s definitely assisted a great deal with our schedule formatting.

BAC Insurance Brokers

Blue Sprout delivered Power BI reports with minimal fuss. Mark’s strong understanding of the Insurance Industry was evident and the solution meets our needs.

Preloader Loading Cancel.