One source of truth, proven at The Horton Group
The Horton Group, an insurance, employee benefits, and risk advisory firm, was pulling client data by hand from their insurance platform, their CRM, and custom XML forms, then rebuilding it into Excel and PowerPoint for every client conversation. Netrix consolidated that data into a single source of truth and built a Power BI reporting layer on top of it, using the SQL Server license Horton already had. Business users can now slice client premiums and compare market rates on the fly, instead of waiting on someone to build a report by hand.
"Netrix understood early on where we were trying to go." — Dan Horton, CEO, The Horton Group