Chartered Life’s CRM System

Chartered Life are specialist in Private Health Insurance, Medical Insurance, Critical Illness Insurance and Income Protection in Scotland and throughout the UK in major cities such as London, Glasgow,Birmingham, Manchester, Edinburgh and Aberdeen. They’ve been an UpSource IT Management Client for almost 2 years.

“UpSource always respond quickly to any IT related problems we have and resolve them quickly and efficiently.”

Alan Christie, Managing Director, Chartered Life

In September 2010, Evelyn and Alan asked UpSource to assist them in setting up their own CRM centre at their offices in Glasgow city centre. We drew up a 4 stage plan to help them implement this new system and took responsibility for ensuring it was delivered on time, on budget and with all the functionality they required.

Stage 1 was to identify a suitable CRM system programmer to design and build the database and interface. We liaised with a number of specialists and identified the best candidate for the role who then met up with Alan and Evelyn to design a CRM system that would meet all of their requirements. Once this was done, UpSource obtained an extensive list describing all the server and client hardware and software that would be required to run the system and the networking requirements.

Stage 2 was for UpSource to contact a range of IT suppliers to obtain pricing and availability for the required equipment and software. Once we had done this, we discussed the various options with Chartered Life and decided on the packages that would best meet their requirements at the best possible price. One supplier was selected for the server equipment, another for the client computers, and a third for all of the accessories and networking equipment. Once we had done this, we went back to the suppliers and arranged the various deliveries to ensure it was all on-site and available before the CRM software was to be installed.

Stage 3 was for UpSource to set up and configure the server and client computers. Liaising both with the programmer, and Chartered Life’s telecoms provider, we were able to have the equipment set up and configured exactly as would be required for the CRM system to be implemented. We then liaised with the programmer and telecoms specialists during the installation process to ensure that everything went smoothly.
Stage 4 was the final stage of the project, where UpSource helped fine tune the reliability and stability of the new system and designed an ongoing maintenance programme for the new equipment to ensure its continued successful operation.