Introduce your business and what you do there.

I’m the reinsurance marketing manager at Assurant. We deal with different types of insurance products. The group I work in is property-casualty insurance. It’s an automotive warranty company. We provide financial, onboarding, and consulting services for automotive companies. My team provides reports on client investments with their warranties.

What challenge were you trying to address with Inventive?

We needed to update the process of how we communicate performance results to clients. Before, the process included printing reports, manually entering data into analysis reports, and submitting to the client for an assessment.

Inventive helped us extract data from the original information, reconfigure the data, and present it through a secure web portal. This eliminated the old access database and manual process we used before.

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What was the scope of their involvement?

They worked through the design and the underlying concepts to create this portal. They sorted through our business requirements and how we tracked this information and were putting it in the database. They configured a UI to capture and store the information and integrated it with the SQL tools we use to bring the information into the portal.

What is the team composition?

We worked with 10–12 people on their team, including a project manager. While one team member was on vacation, they brought in an additional developer to ensure the project stayed on track.

How did you come to work with Inventive?

We heard of them through one of our executives who worked with them in the past. He was impressed with their ability to come in on budget and on time.

How much have you invested with them?

It cost about $200,000.

What is the status of this engagement?

We started working together in April and wrapped up in July 2020.

What evidence can you share that demonstrates the impact of the engagement?

I’ve shown it to 30–40 people internally and externally. Our clients think it looks great. We’re very happy with the final result; we should have done this project sooner. Providing a digital option like this is meaningful step in the right direction.

How did Inventive perform from a project management standpoint?

They managed the project well. I wasn’t a huge fan of the tools we used to manage the project, but the project manager ensured that everything was done on time.

What did you find most impressive about them?

They understood what we needed and applied their professional knowledge in order to deliver an effective solution.

Are there any areas they could improve?

I think everything they did was optimal.

Do you have any advice for potential customers?

I wish we were more prepared. We didn’t necessarily know what we needed to give them, but Inventive helped us work through that process.