Project Overview
Daniel Miret led the design and execution of a comprehensive IT infrastructure for a newly established health insurance brokerage firm with 20 agents. This project encompassed the creation of a server and network room, installation of cable drops to each cubicle and office, deployment of essential devices, and the setup of a call center with VoIP systems integrated with the firm’s existing CRM software. Daniel’s expertise ensured that the firm launched with a robust, scalable, and fully integrated technology environment, optimized for operational efficiency and client service.
Objectives
1. Establish Server and Network Infrastructure: Design a reliable and secure server and network room to support the brokerage’s operational needs.
2. Provide Workstation Connectivity:Install cable drops and network connections at each cubicle and office to support agents’ devices and peripherals.
3. Deploy Devices and Call Center Systems: Equip all agents with necessary devices and implement a VoIP system for the call center, integrated seamlessly with CRM software.
4. Optimize for Scalability and Compliance: Ensure the infrastructure allows for future growth and meets industry compliance standards.
Solution & Execution
Daniel’s approach focused on developing a streamlined, efficient, and scalable IT environment from scratch. Key steps included:
1. Server and Network Room Setup: Collaborated with vendors to design and assemble a secure server and network room, including rack-mounted servers, switches, and backup systems, creating a centralized hub for all IT operations.
2. Structured Cabling and Connectivity: Oversaw the installation of cable drops and network connections at each cubicle and office, ensuring consistent, high-speed access for every workstation.
3. Device Deployment for Agents: Coordinated the procurement, configuration, and deployment of computers and other devices, providing each agent with the tools necessary for day-to-day operations.
4. VoIP Call Center Installation:Worked closely with VoIP providers to implement a call center solution, integrating it with the brokerage’s existing CRM to streamline client communications and improve call management.
5. System Testing and Optimization: Conducted extensive testing on all network connections, devices, and VoIP systems to ensure optimal performance and smooth CRM integration.
Results
– Reliable Network Infrastructure: Created a secure server and network room that forms the backbone of the brokerage’s technology operations, supporting seamless connectivity and future growth.
– Consistent Workstation Connectivity: Established a structured cabling system that provides every workstation with reliable, high-speed network access.
– Enhanced Client Communication: The integrated VoIP call center allowed agents to manage client calls more efficiently, with CRM synchronization enabling easy access to client information and improved service.
– Scalability for Growth: Designed an infrastructure that supports additional agents, devices, and operational requirements, aligning with the brokerage’s growth plans.
Conclusion
Daniel’s role in setting up the IT infrastructure for this new health insurance brokerage firm was instrumental in establishing a robust, secure, and scalable environment. Through strategic vendor collaboration and meticulous planning, he provided the firm with the connectivity, communication, and compliance capabilities needed to launch smoothly and sustain growth. This foundation has enabled the brokerage to focus on delivering exceptional client service and expanding its reach within the health insurance sector.
