A Welcome Insurance Policy - Willis of Texas

Target
Willis of Texas is a leading insurance broker and part of Willis Group Holdings, one of the largest insurance brokerage firms nationwide. Ron Moore, managing director of the Fort Worth office, developed a basic FileMaker Pro system more than a decade ago to keep track of vital client data such as employee coverage plans, deductions, premiums, and other elected and administered programs. “We deal in group health, life and disability benefit plans," explains Ron. "Clients must maintain data on all their employees. FileMaker Pro is a tool that allows us to help our clients to manage this data." As the scope and complexity of business increased, Ron knew it was time to renew the insurance policy on the system he built years ago. That meant leaving the system upgrade to the professionals—“to take it beyond what I could do,” says Ron.

Technology
Ron turned to Mike McAbee, Willis’s Senior Systems Analyst, and Kirk Bowman, Visionary of Value, of MightyData, LLC. These two, technology-driven powerhouses were the welcome insurance policy Ron was looking for to transform a basic FileMaker Pro system into a mighty, but versatile, data management tool for those keeping track of employee elected benefit programs. “The system will have anywhere from seven to fifteen tables in order to manage the various components that go into determining what benefits a person is entitled to,” explains Mike, “as well as the payroll deduction costs to employees and premiums and fees owed to vendors. We have modules that allow us to do direct imports from human resources, exports to payroll, and exports to files that are then sent to carriers.”

Transformation
Willis of Texas introduced a Web interface that was designed by MightyData. The “Benefits2000” interface lets employees enter their own benefits information. “There's no need to go to Human Resources and fill out a form,” comments Mike, “and there's no need to send that form to us to be entered into the database. With the web interface, the information comes directly from the employee to us—and we can send it on directly to the insurance carriers. That capability allows us to provide even more personal, more accurate service to our clients and their employees.”

Because of this technology transformation, clients of Willis of Texas and their employees are benefiting every day from the power of FileMaker Pro—not only an award winning database software application, but also a welcome insurance policy.


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