确保低商业成本
公司规模
Large Corporate
地区
- America
国家
- United States
产品
- DocuWare
技术栈
- Microsoft Excel
实施规模
- Enterprise-wide Deployment
影响指标
- Cost Savings
- Productivity Improvements
技术
- 应用基础设施与中间件 - 数据交换与集成
适用功能
- 销售与市场营销
- 商业运营
用例
- 远程资产管理
服务
- 系统集成
关于客户
Smart Choice® 是一个由 3,400 多名独立保险代理人和 80 家保险公司组成的网络。该公司为独立代理人提供产品培训、销售和营销支持，以及提供个人、商业、人寿和健康保险单的顶级保险公司的访问权限。Smart Choice® 在 41 个州拥有执照，采用佣金分成而非预付费用，这使得其代理人可以选择向客户提供更多保险产品，而无需为每家保险公司承诺固定的保费配额。
挑战
Smart Choice® 的任务是将每个承运商的佣金报表输入其会计系统，以生成佣金支票，以及显示众多承运商和代理商佣金分成的报告和报表，这让该公司不堪重负。这一纸质流程需要一支由四到五名数据录入员组成的团队，他们还需要花大约一周的时间将报表折叠并装入信封，以便在合同规定的每个月 15 日之前签发这些报表和支票的最后期限之前完成。该公司知道他们需要实现这一工作流程的自动化——尤其是在公司不断发展的情况下。
解决方案
在评估了几种解决方案后，Smart Choice® 选择了 DocuWare，因为它具有安全功能、能够与现有软件集成，并且供应商的诚信和态度良好。佣金报表的布局经常变化，这促使 ADP 实施基于条形码的解决方案。保险公司向 Smart Choice® 发送一份报表，该报表可能长达 500 页。每页顶部是代理机构名称和该页佣金信息的代码。为此，在每页的右下角贴上连续的条形码贴纸。然后扫描报表并将信息提取到 Excel 电子表格中。使用从报表中提取的代理机构代码作为匹配代码，Smart Choice 能够将自己的 3 位数 Smart Choice® 代理代码和其他附加信息提取到电子表格中。此时，扫描的报表页面被移动到 DocuWare，电子表格中的信息用于索引报表的每一页。
运营影响
数量效益
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