|A commercial line insurance agency was getting
spreadsheet files from a number of branch offices of a particularly large
client. Each office maintained information in it's own format, in some
cases using 'partial' names or Vehicle Identification Numbers. Integrating
this into a complete picture of the number of insured vehicles company-wide
was slow, complicated, and subject to error.
The solution is a web-enabled database that maintains information on all
vehicles in the fleet, all drivers, and provides forms for requesting
certificates of insurance and other insurance related documents. This
information kept updated over the entire year by the people in the branch
offices responsible for maintaining vehicle data.
Certain exception reports (such as vehicles with no drivers assigned, or
vehicles that do not have the sticker that reads "How's my driving? Call
800-xxx-xxxx") can be copied to the clipboard using a 'Copy to Clipboard'
command. This information is then pasted into Excel so that individual
offices can follow up their respective action items.