Tricerat ScrewDrivers – Insurance Industry Case Study
RRJ Insurance Group saves thousands of dollars a month with ScrewDrivers®.
About RRJ Insurance Group Ltd.
RRJ Insurance Group is a privately owned and operated insurance brokerage located in Canada. The company offers their clients products and services in personal home and auto insurance, commercial and business insurance, and life and group benefits. RRJ has 7 offices and over 150 employees spread throughout the province of Ontario. Some of the agency locations have been in business for over 100 years.
Mark Werner has been the Vice President of Information Technology for nearly 10 years. He oversees all information systems, telephone and networking for all 7 offices. Mark manages 1 full-time employee and 5 part-time and/or outsourced service teams. A large part of Mark and his department’s responsibilities involve managing technologies to support the insurance agents, including producing a variety of documentation to their clients.
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.