Ellerbrock-Norris, a boutique insurance agency in Hastings, Nebraska, with over 115 years of expertise in risk advisory services, faced significant challenges in managing and analyzing data effectively. As Director of Operations, Krystle Hogan oversaw the agency’s Personal Lines, Commercial Insurance, and Health and Wellness teams, but inefficiencies in data management hindered decision-making and placed a heavy burden on her role. The agency’s AMS system often produced incomplete or outdated data about carriers, accounts, and lines of business. This created repetitive, time-consuming tasks for Krystle, who had to manually extract, clean, and analyze data. Additionally, Krystle became the go-to person for all reporting needs, which slowed down decisions across the organization and left her overwhelmed. Carrier requests for premium performance data were particularly challenging and required significant effort to fulfill. The agency also struggled to balance workloads among team members without clear, accessible insights into client accounts, renewal cycles, and team performance metrics.
Ennabl provided the solution Ellerbrock-Norris needed, transforming their data processes and enabling more efficient operations. The platform simplified reporting workflows, significantly reducing the time required to gather and analyze data. Its user-friendly interface, intuitive filters, and ability to save customized views empowered team members to generate the reports they needed independently, minimizing reliance on Krystle and distributing reporting responsibilities more evenly across the team. With Ennabl, the agency was able to quickly fulfill carrier requests, accessing the necessary data in just a few clicks and gaining the ability to compare premium performance with competing carriers effortlessly. This not only saved time but also strengthened relationships with carrier partners, enabling data-driven conversations and fostering collaboration.
The platform’s Account Manager feature became an essential tool for optimizing team workloads. By offering a visual representation of client accounts, renewal cycles, and policies, Ennabl allowed managers to make informed decisions about workload distribution. Team members with heavy account loads could have their portfolios adjusted, improving efficiency and reducing stress. This functionality also enhanced the agency’s performance meetings, providing transparency into retention rates and workloads while giving team leaders a clearer understanding of their teams’ challenges and successes.
Ennabl further transformed decision-making by distributing key performance indicators (KPIs) directly to team members and decision-makers. Executives no longer needed to rely on Krystle and her team for data analysis, as the platform made insights into employee performance, carrier portfolios, and growth opportunities readily available. By reducing time spent on data manipulation, the agency was able to redirect focus toward customers and strategic initiatives.
Krystle Hogan emphasized the profound impact of the platform, stating, “The Ennabl solution has transformed decision-making at Ellerbrock-Norris. With Ennabl, we can now give all of our teams the information they need to succeed. We’ve been able to drastically reduce the time we spend manipulating data and increase the amount of time we spend focusing on our customers and our book of business.”
The results of adopting Ennabl have been transformative for Ellerbrock-Norris. The agency experienced significant time savings, enhanced data accuracy, and empowered team members to access reports and insights independently. Most importantly, Ennabl strengthened relationships with carrier partners, giving the agency a competitive edge in the insurance industry. By leveraging Ennabl’s capabilities, Ellerbrock-Norris has optimized operations, deepened its focus on customer-centric growth, and positioned itself for continued success.