CRM has helped Miller Insurance Services LLP to further enhance its heritage & reputation in the market.

Miller Insurance Services LLP

Relationship Management Solution

Overview

Established in 1902, Miller Insurance Services LLP is one of the leading independent specialist commercial insurance and reinsurance brokers operating at Lloyd’s (London), and internationally with locations including Malaysia, Brussels, Singapore, Hong Kong and Bermuda. Miller employ over 500 staff.

In 2010, Miller Insurance Services LLP were awarded Company of the Year at the Insurance Day London Market Awards, and reported a revenue of £83.5 million for 2011.

Miller Insurance Services LLP had requirements for a central system to provide a clear picture of the relationship with clients and other contacts.

Until reaching out to Pythagoras, there was no previous solution in place with a plethora of client information sources including Outlook address books, central contacts, sales force and trip notes formulating silos across the business.

Why Pythagoras

Pythagoras focussed on our individual needs, suggesting specific market solutions to meet our key business objectives opposed to a generic approach experienced through other Microsoft Partners. They worked at a pace that really suited us in building our business case.

Head of Marketing & Communications, Miller Insurance Services LLP – #

Business Needs

A support growth strategy, increasing the ability to cross-sell and up-sell
To create a single source of information for all client and contact information, replacing all current sources.

Delivery of a single system and standard process for the development of new and existing business
A system that enables quick capture and sharing of key client information (relationships, accountability, opportunities, trip notes, marketing and sales activity)

We Provided

Through an initial consultation, Pythagoras understood that Miller Insurance Services LLP had previously used another client management software package which provided only basic functionality and a host of inconsistencies. Microsoft Dynamics CRM was established early on as the solution to push forward with.

Rationale behind a switch to a Microsoft based solution was that it offered a familiar environment with seamless integration to the Microsoft Office Suite including Outlook which would vastly increase user adoption.

Outcome for Client

Miller Insurance Services LLP are now able to utilise the implementation of Microsoft Dynamics CRM to further enhance its heritage and reputation as a major player in the market. Through shared knowledge, visibility and enhanced client understanding and management, their growth strategies are supported to generate new business opportunities within existing clients and prospects.

Microsoft Dynamics CRM from Pythagoras has allowed us to manage our pipeline and focus our resources on the most promising opportunities.

Head of Marketing and Communications, Miller Insurance Services LLP.