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Bankers Life And Casualty

Creative Services Department Chooses FileMaker for Project Management

Bankers Life And Casualty

Since 1879, Bankers Life and Casualty Company has been helping individuals and families protect their financial security and prepare for retirement. Today, Bankers has over 200 branch offices and more than 5,000 agents across the country. Dedicated to meeting the needs of retirees and pre-retirees, the company offers a comprehensive portfolio of health and life insurance products and annuities.

The Challenge

The Creative Services department at Bankers manages the marketing and design of all materials related to the company’s products, brands and services. Historically, new jobs were submitted by other departments to Creative Services via an email sent directly to a Creative Services staff member. Jobs were manually tracked across multiple Excel spreadsheets, resulting in a difficult, inefficient method of project and print management.

The Solution

Creative Services needed a solution that provided flexibility, stability and the ability to integrate with the web. In response to their needs, we worked with them to develop Marketing Online Project Request (MOPR, pronounced mo-per).

MOPR allows different departments to submit, view and update their Creative Services jobs from the internet. After a job has been entered, the Creative Services department assigns the job to a specific staff member and the staff member is alerted via email. After the project is complete, the print specifications are sent directly to the Print Management Department.

Today, there are more than 50 system users, 35 who exclusively use the web to submit, view, and update their projects. The staff at Bankers manages the day-to-day changes of the system, while we provide support and help plan for future improvements to MOPR.

The Results

MOPR has provided a more streamlined job submission process and better work distribution for Creative Services and the other departments that work with Creative Services.

For Creative Services, the benefits of MOPR include:

  • Project Management Simplification: Eliminating the need to shuffle through spreadsheets, track down staff members, and sort through emails simply to track and manage a project from submission to print.
  • Faster Project Delivery: Using email had the inadvertent effect of unevenly distributing the workload. MOPR allows Creative Services to better distribute work and deliver projects faster.
  • System and Project Insight: Having all the key data in one place enables the department to gather metrics on each job to continually improve processes.
  • More Efficient Communication: Creative Services reduced the amount of internal communication as MOPR allows users to see the status of their project on the web.
  • Streamlined Print Management Process: Staff members submit print specifications to the Print Management Department directly through MOPR, rather than via multiple spreadsheets.


For departments working with Creative Services, the benefits of MOPR include:

  • Time Savings: Departments submit, view, and update their projects with Creative Services all online.
  • Project Status Visibility: Departments are able to see the current stage of their project without the need to email or call individual team members.
  • Simple Job Duplication: Staff members can easily duplicate a job’s specs to apply to another job, eliminating the need to spend significant time completing multiple, similar requests.


If you need a system that is built around your unique business needs, contact us to learn what we can accomplish together with FileMaker!

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"We were actually able to add more features than we thought would be possible within our budget. We always experienced a ‘can do’ attitude and DB Services was incredibly patient and easy to work with."
Courtney Hartman
Art Director
"The new FileMaker custom website interface is very user-friendly and easy to follow for our clients. In addition, it is much faster than the old Instant Web Publishing (IWP) interface. Thank you and all the others who have helped us out at DB Services. I am very grateful for the excellent service you provide us. Its nice to know we can call you for help if we have an issue."
Wayne Capek
President
"We needed a solution that would simplify the administration of our responsibilities under our contract with the State of Indiana. We have seen a dramatic increase across the state in the number of potential foster and adoptive parents that have begun the preparation and training process. This increase has resulted in a significant opportunity for children available for adoption. That’s a big win for everyone! And it’s all because we can refer potential parents to the proper state contacts efficiently and quickly."
Chris Morrison
Executive Director
"Thank you for all of your expertise and valuable help. I am so grateful to have found DB Services."
Linda Findlay
Owner
"Thank you for our new database system. We transitioned from a carbon copy paper based system to a digital database. The software has saved us time and money. We used to archive all our jobs in cabinets, now we can look up a job in seconds from anywhere. The software allows us to easily email estimates to our customers in pdf format. In a year there was a return on investment just from eliminating the purchasing of our carbon forms."
Todd Cartmel
Owner
"The new system allows us to create and track jobs for customers along with inventory, something we had been doing with separate word and spreadsheet files. Because it’s now so intuitive, new staff members are able to begin using the database immediately without our usual training session and ‘cheat sheets’ for getting around within the file."
Tom Andrews
President