SBS Intros Four-Step Discovery Process To Identify Clients’ Technology Needs

Specialized Business Software (SBS), a provider of custom software solutions for insurance, mortgage and financial services companies, has rolled out a new service to assess the technology needs of property and casualty (P&C) agencies and carriers.

The company's new ‘customer discovery process’ identifies ways in which P&C agencies and carriers can use customized software to increase productivity and efficiency.

For each client, SBS will complete a technology audit and, if contracted, will develop specialized software to address deficiencies in various processes.

Through this four-step ‘discovery process,’ SBS can develop a strategic plan that reduces the time it takes to develop the software, implement the system and train employees in its use.

First, SBS holds a face-to-face planning meeting with the client, where SBS leads discussions on improving key business processes and solicits feedback from employees at all levels.

Second, SBS undertakes a comprehensive technology audit of the client's existing system based on the planning meeting.

Third, SBS develops customized software development, using information derived from both the planning meeting and the audit to speed development, as well as the training of employees.

Fourth, SBS provides transparency throughout the entire process to keep the client informed of the progress of the project.

"The SBS discovery process enables P&C insurers to achieve a better return on investment because it focuses on enhancing key factors that increase clients' profitability while reducing the cost of less efficient and costly manual practices," said Steve Wiser, CEO of SBS.


Please enter your comment!
Please enter your name here