Team Alvarez Insurance uses Dataimporter to streamline data loads, and improve data quality.
Industry
Financial Services
Location
California
Employees
250+
Team Alvarez Insurance Services is a top producing Field Marketing Organization and General Agency (FMO/GA) that provides its agents with distinguished training and exceptional marketing support. The company is led by a founder who has 15 years of experience as a full-time insurance field agent and is committed to helping agents be successful by providing them with the necessary tools and support. Team Alvarez Insurance Services works with Medicare health plans and supports several hundred agents nationwide.
Key Outcomes
- 50% Time Saving
- Improved Data Quality
- Collaboration through shared Jobs
Challenge - Messy Data Imports
Previously, we faced challenges with accessing product support and integrating import services into our salesforce platform. Dataimporter has exceeded our expectations in both areas by providing seamless integration and responsive support.
"The ability to rollback imports has been especially valuable as it allows us to easily fix any mistakes and maintain data integrity."
The admin controls also make it easy to manage users, which adds an extra layer of security and ease of use. Our team of experts trained in data integrity are able to use Dataimporter without any issue, and it has proven to be a reliable and efficient tool for our business operations. It's been a pleasure to work with the Dataimporter team, particularly with Sam who has provided us with specific support and solutions.
"We are happy to support his product and highly recommend Dataimporter to any insurance agency."
Why Dataimporter
We decided to go with Dataimporter because of its user-friendly interface. We were looking for a solution that would integrate seamlessly into our salesforce platform and make our workflow more efficient. We evaluated several competitors, but their interfaces were outdated and clunky. Dataimporter stood out for its clean and continuously updated interface. It also offers features like rollback imports and test data imports which allow us to save a lot of time in our workflow. The ability to clone and schedule jobs has been great as well. But most importantly, the support that is included with Dataimporter has been exceptional. Sam, the representative we worked with, has been willing to listen to our needs and even help us troubleshoot issues with his diverse salesforce experience.
"This level of support has been invaluable to our team, and we are grateful for the partnership we have established with Dataimporter."
Results
The result of using Dataimporter has been very positive for our team at Team Alvarez Insurance Services. We now have a solid and versatile system integrated into our salesforce platform, which has allowed us to save 50% of our time. The improved data quality and scheduled imports have been a big factor in this time saving. We've noticed an increase in efficiency and accuracy of our data imports.
"As we continue to grow, we are confident that Dataimporter will grow with us and continue to support our needs. Overall, we are very pleased with the results we've seen from using Dataimporter and the support we've received from the team."
