Success Stories
Trusted by insurance brokers worldwide for reliable business software solutions
Earnest Insurance Brokers – UAE
Earnest Insurance Brokers implemented Ozone insuria ERP system that allowed them to offer more personalized and efficient service to their clients. As a result, they saw a growth in business, client retention and increase in new client acquisition.
Key challenges encountered during the implementation process
A large problem in software companies when they are implementing the software in their clients is providing them with proper training and support. If not trained, clients will find it difficult to use the software properly, that cause frustration and diminish productivity. In the same way, clients can experience problems or questions that aren’t answered if there isn’t continuous support. Does not get an answer, which leads to a negative experience with the software.
Our Solution
We Established a clear communication channels with client from the beginning of the implementation process. We made proper structure for training and support, including timelines, resources, and responsibilities.
Created training programmes to their client's requirements. Utilized different training approaches including: face-to-face, online training, and user manuals.
Conducted meetings, with clients to check on their progress and provided additional support if clients needed it. Used these check-ins as an opportunity to gather feedback and made the client in a very comfortable position.
The Project team is very transparent, and establishes realistic timelines and support response. Reported any possible obstacles/impediments and collaborated with the client to resolve and alternatives.
We built trust with our client by listening to the needs of our client. We took the time to check in with our client to make sure our client was happy, with the software and the support we provided. We responded to any concerns and problems that our client had.
Fakhro Insurance Brokers - Bahrain
We implemented Ozone insuria solution that automated many of their processes, freeing up time for their employees to focus on building relationships with clients and improved their business.
Key challenges encountered during the implementation process
Data Cleansing
Before migrating the data into the new system, we ensured that the data is clean and accurate. We used the following steps -
- Removed duplicate records to avoid confusion and errors.
- Standardize data formats and values to ensure consistency.
- Verified and corrected the incomplete and inaccurate data.
Quality Control
To ensure the accuracy and completeness of the data migration process, we followed the below quality control measures.
- Performed data validation and flagged any inconsistencies and errors.
- User acceptance test (UAT) was done to ensure the data is accurate and complete.
- In place of proper data backup and recovery to minimise risk to loss of data.
Alliance Insurance Brokers – Oman
Alliance Insurance Brokers Oman integrated implemented Ozone Insuria software and observed a tremendous decrease in administrative expenses. The software did a lot of manual tasks for them. The customers were also really happy with the services as a result of quicker responses and more accurate information.
Key challenges encountered during the implementation process
As sales increased, the accounting software used by the company was unable to control the huge number of entries. So it began to crash more frequently than ever.
And they were unable to handle the consolidations of the financial statements of all the various accounts. The manual account processing and its paperwork by the accounting team became quite a labor some task.
Our Solution
Thus far, the company was doing almost everything manually. And a very few of the accounting functions were integrated with its accounting system.
So they felt the need for an ERP solution that could provide them with better data insights, easier consolidations, correlated business processes, and financial statement management. So they have turned to implement Ozone Insuria ERP and experienced the following benefits.
- Automation of the whole account management process
- Complete Integration with the financial system
- Real-time data insights & information
- Web-based solution with internal server
- Flexible as the business changes & grows bigger
- Faster access to the database they want from anywhere
