"Every step forward with Informer compounds into greater efficiency and sharper decision-making. It’s not just about getting reports faster, it’s about having the confidence to act on the insights we’re seeing."
The Challenge: Reporting That Slowed More Than It Helped
Haas & Wilkerson, a respected insurance agency, had grown increasingly frustrated with the limits of their existing reporting capabilities. While it provided some value, the lack of flexibility, slow turnaround times, and reliance on static reports created daily bottlenecks. Leaders and producers often waited weeks for the insights they needed, and opportunities to act quickly were being lost.
Agency teams were spending valuable hours fetching data, reconciling conflicting numbers, and trying to interpret spreadsheets. Instead of enabling decisions, reporting was slowing them down, adding to workloads, and widening the gap between what leaders needed and what the system could deliver.
The agency knew they needed more than reports. They needed clarity, speed, and confidence in their decision-making.
The Solution: Informer and Seamless Integration with Sagitta
When evaluating their options, Haas & Wilkerson quickly recognized the strength of Informer’s integration with Sagitta, their agency management system. This was a critical factor in the decision-making process. Rather than wasting time testing tools that might not deliver, the team wanted a solution that would connect seamlessly and deliver results quickly.
Casey Williamson, COO at Haas & Wilkerson, explained that while it took a few months to fully explore and implement Informer’s capabilities, the agency began seeing “quick wins” immediately. Dashboards that rolled out early in the process began saving time and offering the visibility the team needed. And with each new project, Informer’s value grew.
Every step forward with Informer compounds into greater efficiency and sharper decision-making. It’s not just about getting reports faster, it’s about having the confidence to act on the insights we’re seeing.
Casey Williamson, COO, Haas & Wilkerson
The ability to automate report distribution via email became an immediate win. Instead of pulling data manually, team members received what they needed directly in their inboxes, saving valuable time and keeping everyone aligned.
The Impact: Productivity Gains Across the Agency
The results of moving to Informer were clear. Business development teams quickly became more efficient in allocating resources, focusing on the right opportunities at the right time. Underwriting officers gained the ability to go back and review workloads in detail, providing justification for additional resources when needed.
This was not just about saving time; it was about empowering leaders with the visibility to make better, faster, and more defensible decisions. For the first time, teams were operating with confidence that they had a reliable and consistent view of the business.
Casey shared that Informer transformed how teams approached their work:
Business development has been able to allocate resources more efficiently, and underwriting can better understand workloads to justify the support they need. We’re no longer bogged down in chasing numbers; we’re focused on action.
Favorite Features: Dashboards That Drive Action
When asked what stood out most about Informer, Casey didn’t hesitate to highlight dashboards as the most important feature for any agency.
Related topic: How Pre-Built Dashboards Accelerate Decision-Making
The dashboarding features in Informer have been a game-changer,” she said. “Not only can you pull your own dashboards, but you can do it way faster than our previous provider. Executive dashboards give leadership real-time visibility, and the ability to go from thought to finish at speed means we can pounce while the iron’s hot, before projects get pushed aside.
She also praised Informer’s row-level security, which ensures that sensitive information is only visible to the right people. Combined with the attentiveness of the Entrinsik team, this gave Haas & Wilkerson the confidence that they had both the functionality and the support to make Informer a long-term solution.
From Frustration to Flow
The transition from frustration to flow was more than a software upgrade; it was a cultural shift. Haas & Wilkerson went from reactive reporting to proactive decision-making. Instead of waiting days for answers, teams now operate with real-time visibility. Instead of second-guessing conflicting data, leaders rely on a single source of truth.
For Haas & Wilkerson, Informer has delivered speed, clarity, and confidence in every decision. And with ongoing projects still in motion, the agency knows there is even more value to come.
The Bottom Line: Why Haas & Wilkerson Chose Informer
Haas & Wilkerson’s experience underscores why forward-looking agencies are moving away from legacy reporting. Staying competitive requires short time-to-value, quicker transitions from planning to action, and measurable ROI from decisions. Informer delivered on all three fronts.
By aligning reporting with the agency’s strategic needs, Informer allowed Haas & Wilkerson to work smarter, not harder. The result is an agency that spends less time chasing numbers and more time building relationships, winning business, and serving clients.
Ready to move faster, see further, and work smarter, just like Haas & Wilkerson? Let’s talk.
"The dashboarding features in Informer have been a game-changer. Not only can you pull your own dashboards, but you can do it way faster than our previous provider. Executive dashboards give leadership real-time visibility, and the ability to go from thought to finish at speed means we can pounce while the iron’s hot, before projects get pushed aside."
