9
The All Risk Insurance Company has 3,200 sales agents spread across five regions that cover the
United States. They are moving toward the development of a national network that would tie
each of the agent offices together with the regional offices and corporate headquarters. The
improved communication capability will allow all company personnel to have full access to
customer records and form the core of a comprehensive customer relationship management
system that is to be rolled out in 18 months.
Current Situation
Jim Roberts is a network account specialist for National Networks, a specialist in large corporate
network solutions, and has been working with the technology-buying group at All Risk Insurance
for several months now. Roberts has worked through several meetings with the buying group
members and has a meeting scheduled for next Wednesday to present his recommendations and
demonstrate why they should select National Networks as the supplier for this sizable project.
Joyce Fields (director of information systems), John Harris (comptroller and CFO), Mike Davis
(Director of Agent Services), and Dianne Sheffield (Director for Customer Services) will make
the final decision. Roberts also knows that there is one other competitor who will be making a
presentation in hopes of landing the project. The equipment both vendors are proposing is
virtually identical due to the detailed specifications that All Risk Insurance had included in the
RFP. Prices are also likely to be pretty similar. The decision will most likely come down to the
services each competitor includes in their proposals. Based on the information that Roberts has
collected from different sources, he has come up with a comparison of customer services of
National Networks and the competitor (see the table on the following page) offer.
Role Play
Situation: Read “All Risk Insurance and National Networks” background and current situation.
Characters: Jim Roberts—salesperson for National Networks; Joyce Fields—director of
information systems for All Risk Insurance; John Harris—comptroller and CFO for All Risk
Insurance; Mike Davis—director of agent services for All Risk Insurance; Dianne Sheffield—
director for customer services for All Risk Insurance
Scene: Location—A conference room at All Risk Insurance.
Action—As described, Jim Roberts is presenting the National Networks proposal for a corporate
computer network linking All Risk Insurance’s corporate offices with each of its five regional
offices and 3,200 sales agents out in the field.
Role play Roberts’s presentation of each of the feature-benefit sets incorporating sales aids
suitable for use in the group presentation.