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With eBlinqx we have a future-proof total solution

Customer-driven, professional, personal and flexible. These are the core values of family business Van Kuringe Adviesgroep, independent insurance and financial consultancy firm in Sint-Oedenrode. After a careful evaluation and ditto implementation preparation, they recently made the switch to eBlinqx Complete. With this total solution for insurance and mortgage advice, the firm wants to spend less time on ICT itself to leave as much time as possible for servicing its clients.

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Van Kuringe Adviesgroep has been serving its clients for over 40 years with personal client contact and appropriate and, above all, understandable advice in the areas of insurance, banking, pension accrual and mortgages. Over the years, the company has grown considerably in terms of personnel and in terms of ICT support, it has always moved with the times. 23 years ago, one specific software solution had been purchased with which other partial solutions were integrated and self-modified as needed.

Koen van Kuringe and Manon Jochems, owner of and manager at the firm, respectively, talk about what prompted the search for another solution, the approach to implementation, initial results and future plans.

Years of knowledge and experience

Integrated platform

Staff

The challenge

Koen: "We have come quite a long way to finally arrive at eBlinqx Complete. Years ago we made the choice to use a central application and connect other packages to it. That meant contracts with different parties and all in all that was quite pricey."

"In addition, we invested a lot of time, effort and money to adapt the various software solutions in such a way that they fit exactly with our processes and way of working," Manon adds. "That in itself is fine, of course, but it also meant that we had to maintain all those changes and integrations ourselves to make sure everything kept working. Until the moment we had to make the choice of either employing an ICT person ourselves or looking for a total solution maintained by the supplier. In the end, we chose the latter."

Building and maintaining systems ourselves took too much time. With eBlinqx, we can again focus on our core business.

The process/method

Koen: "With any change, you start preparing. We chose to put the project in the hands of our operations manager, Manon. She, supported by several colleagues, managed everything to perfection, even if it was quite a lot at times."

Manon: "After the selection, we drew up a timeline with the Blinqx project team and held talks with representatives from all departments to get the necessary input on the table. What do we do, how do we do it and what is important in this. With that, Blinqx got to work setting up workflows and data conversion.

To prepare colleagues for the change, we created our own training for each of our departments based on existing Blinqx training courses. During the training week, employees could attend classes 2 to 4 times and ask all the questions they could think of. It remains miraculous to see how differently people ultimately deal with change. Where one person is quick to stress, another will quietly puzzle themselves out."

Koen: "The Blinqx team definitely has a lot of ready knowledge. One of the consultants had helped build the software himself and knew all the functionality in detail. The other consultant had worked at an intermediary for a long time and was therefore familiar from his own experience with the processes and activities. That was an excellent combination.

All in all, the transition to eBlinqx Complete went smoothly. Especially when you consider that it fell at the same time as the remodeling of the office."

The result

Faster lead times

In addition to the advantage of one-time entry, we also expect faster turnaround times because the outside and inside departments work with the same system. No more time will be lost looking up and exchanging data via different routes.

Customer data central

Client data can now be viewed in one place. Advisors no longer have to log into different systems, but advise from one client file.

Less time and errors

With the account managers, we saw an immediate improvement. They now only have to enter data in one place instead of three. This not only means saving time, but also less risk of errors.

Koen van Kuringe

Van Kuringe Advisory Group, Owner

What’s next?

Koen: "We have only recently switched to eBlinqx Complete, so we cannot yet quantify the benefits. In addition, there are several applications within the platform that we have not yet tested. For example, Premium Comparison (My-TP), a comparison tool that might be faster than what we are using now."

Manon: "The same goes for the options we can deploy to further improve our customer contact. Birthdays, for example, to automatically send customers a message, or news items. It can all be done through the system, but we still have to discover exactly how it works."

Koen: "Plenty of potential, then - we just need to find the time to pay attention to this and get all the opportunities to the surface that will allow us to grab profits."

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