Curtis ValentineLauren Telford

Mikayla Gray Hubbard

Nov. 20th, 2014

Table of Contents

• Introduction• Purpose• Opportunities• Problems• Benefits• Comparison• Limitations• Key Challenges• Demonstration• Conclusion/Recommendation• Questions

1

IntroductionBuntain Insurance Agencies Ltd.

• Four offices in Vancouver Westside• Family oriented, managed, and run • Around 30 employees• Mix of auto, travel, personal property, and commercial insurance

services

Office Focus: Dunbar Insurance

• Six employees • Three fully licensed brokers, three Level 1 brokers (only auto

insurance ability)

Good Timing

• Dunbar neighborhood being redeveloped; office moving temporarily

2

Current SystemICBC

• Compulsory auto insurance in BC

ICBC Portal

• Broker-specific• Web-based• Requires: internet connection

Autobroker Database

• ICBC data batches and downloads into this broker-specific database• Excel-hosted• Client/policy information storage and organizational tool• Only available on one computer in office

2

The NeedRemote Auto Insurance Accessibility

Dunbar Insurance and the Buntain Group are currently unable to do this

CONSISTENCY = Buntain Insurance has the capacity for remote property and commercial insurance .

LEGALITY = ICBC regulates that broker must see clients sigh documents.

EXPANSION = Buntain is missing opportunity to go to customers who aren’t able to come in during business hours (professionals, etc.)

EASE OF USE = All information held in central database in the case the clients have inquiries, lose their reminder forms, need to make endorsements.

3

CUSTOMER SERVICE = Customer information is retained and organized to add value through customer ability.

Purpose

Optimization• Optimize efficiency between offices• Batch and retain customer information• Customer info in one place and updateable• Remote auto insurance to be sold to customers• Customers can still get insurance if they lose their renewal

reminder or don’t bring in their documents• Clients can compare rates and coverages simply and

efficiently year to year

4

Opportunities

Sharepoint• Easily create and manage information• Organization-wide intranet portal• Customizable• Other technology integration• Mobile• Security

Worldox• Easily create, manage and store documents and information• Organization-wide sharing• Updateable

5

Problems

Sharepoint

Worldox

• Microsoft Access and Microsoft Sharepoint don’t always agree with each other

• Relies on other technologies• Cross-sites and site collection

• Expensive ($395/yr/user)• New servers• New workstations• IT expenses for installation and maintenance• Cost and yearly updates for Anti-Virus• Cost and updates for Backup software and hardware, including off-

site storage• Cost and updates for Anti-Spam filters• Cost of upgrading to Office 2010

6

Benefits

Sharepoint

Worldox

• Manages documents• Updates information• Security• Sharing

• Manages documents• Updates information• Sharing• Security• User friendly

6

Comparison

Alternatives

Worldox vs. Sharepoint

• Worldox• Tableau• Google Drive• SAP• Basecamp• Globodox• Intranet

• More user friendly• More security• More expensive• Same outcome

6

Limitations

Sharepoint

Worldox

• Application Pools: Dependant on memory and hardware capabilities

• 500 content database per web application

• Per-file tracking will only find documents in the last 60 days unless otherwise specified

6

Key Challenges

Sharepoint

Worldox

• User adoption• Implementing a mobile strategy, should brokers

want to use tablets or phones• Scalability

• Expensive• Implementation time and effort

6

Worldox 6

Worldox 6

Sharepoint 6

Recommendation 6

Questions? 6

Spanks for listening!