Client Overview

Gleason Group is a leading, independently owned property and casualty insurance broker, which develops and manages customized insurance, risk management, employee retirement, and benefits programs. The Gleason customer base includes schools and universities, light and heavy manufacturers, municipalities and institutions, retailers and wholesalers.

Business Drivers

In a hard insurance market, insurance broker competition intensifies, and customer retention becomes key to the ongoing growth and success of an broker. Gleason Group is looking at improving customer retention by providing value added services and creating barriers to exit.

Tripod Technologies’ Solution

Tripod Technologies has built an application that allows the Gleason Group to automate the process of setting a customized and secure website for each client for the purposes for communicating Risk Management related information. Gleason Group will use this application to set up and administer risk management content specific to the client. This application provides the framework to Gleason for offering Enterprise Risk Management (ERM) type of services to its clientele. This would provide Gleason sustainable competitive advantage in a short time frame in a variety of ways, with representative features including:

For Clients
	View most current Coverage Summary for all insurance products currently serviced through Gleason
	View Claim Summary and Claim Reporting Guidelines for all insurance products currently serviced through Gleason
	View Corporate (Enterprise) Risk Management guidelines
	Use this Web site as a mechanism to promote communication and knowledge sharing in the areas of Loss Control and Risk Management

For Gleason Administrators
	Set up and maintain client profile and contact information
	Set up user accounts for allowing only authorized users from the client companies to access the client’s ERM website
	Set up and maintain coverage summaries
	Set up and maintain content claim summaries and claim reporting forms
	Set up and maintain the ERM content applicable to or customized for the client.

Benefits of the Tripod Solution

	Increase client satisfaction and retention by increasing service levels by helping clients understand and manage their risks
	Improve and enhance business relationships with the clients
	Increase cross-selling and up-selling opportunities by becoming an integrated part of the client’s Enterprise Risk Management efforts
	Enhance Gleason employees’ efficiency by streamlining and automating the customer communication channels and workflows
	Provide small companies resources previously available only to big firms. By offering on-line access to an array of risk management products and services, small to medium size business clients enjoy the same savings that are typically only available to larger corporations