Tricerat Case Study: RRJ Insurance Group Saves with ScrewDrivers

RRJ Insurance Group is a privately owned and operated insurance brokerage. Mark Werner, VP of Information Systems, manages all seven offices and more than 150 employees. The entire staff is able to work remotely from any office, from home, on the road, or with a client through a mobile device or tablet. Printing common and critical insurance documents – i.e. policy documents, certificates of insurance, insurance binders, and letters to a client through a remote desktop application became a challenge. Learn what steps Mark took to overcome RRJ Insurance Group’s printing issues with ScrewDrivers.

The Situation

The current CRM application that RRJ uses is a custom software application specifically written for the insurance industry. This software uses a fat client Windows 32-bit application developed for Local Area Network (LAN) topology and integrates with other desktop applications such as Microsoft Office.

The number of RRJ offices has more than doubled in the past 10 years. This meant expanding and integrating new employees, new equipment, and a geographical distance into their network. Centralizing their CRM databases into a single database and being able to access it through a client Remote Desktop Services/Citrix solution became essential. Their VMware ESXi virtual environment hosts 8 servers located at a datacenter. Deployed within this virtual environment is a RDS environment consisting of 3 Windows 2008R2 Terminal Servers connected to file and data servers and an Exchange mail server. The entire staff now performs their full duties from any of their offices, their home, on the road, or with a client through a mobile device or tablet.

Read the entire article here, Case Study: RRJ Insurance Group Saves with ScrewDrivers

via the fine folks at Tricerat