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Insurance Solutions

As competition intensifies, insurance companies face the growing challenge of attracting and retaining a new generation of customers and employees. To compete effectively, they must continually work to improve the customer experience by delivering new products and services with speed, and by recruiting and training agents, brokers and customer service representatives (CSRs) who understand these products so they can more easily sell and service them. They must also help customers make clear decisions about their insurance choices by presenting these options in a simple, easy-to-understand format. Microsoft® Dynamics CRM enables insurance companies to expand their market base and differentiate themselves from the competition through the creation of rich Web applications that transform the customer and employee experience.

Work with any type of Insurance segments

Types of Insurance

Auto Insurance

Health Insurance

Travel Insurance

Life Insurance

Home Insurance

Personal Insurance

Rural Insurance

Commercial Insurance

Marine Insurance

Pet Insurance

Features of Dynamics CRM

Exploring the Benefits and Capabilities

1. Accurate and Precise Customer data

Customer 360 View

2. Dynamics Integration factor

Integration of customer self-service portal for lead or enquiry from new customers. D365 extends the it’s functionality by consuming the external web services or third party api. Open Data Protocol (OData) is a standard protocol for consuming data exposed by Dynamics. OData is a Representational State Transfer (REST) based protocol. It can be applied to all types of technologies, including JavaScript Object Notation (JSON).

3. User Activities

Email alerts and notifications for existing customers to renew their insurance policies in advance. User management can be achieved by configuration of working hours, security profiles and escalation process using SLA configuration.

4. Document Management

Unlimited document storage on cloud provided for notes and attachment on any record across organization, apart from this share point integration can play major role in document management. Sending quote on one click from CRM to customers, by power tools and customization.

5. Interactive Dashboard for CEO

Elevate your financial performance deliver robust reporting, increase profitability with business intelligence, and ensure global compliance

6. Implementation

MSCRM is well equipped with customization controls and security profiles to implement a centralized insurance system for above various types. Existing MSCRM provides the functionality starting from customer enquiry, opportunity and adding policies as products to generation of quotes and orders.

Why Dynamics CRM for Insurance

  • Increase Efficiency
  • Upscale Customer Loyalty
  • Sales Process Optimization
  • Service Improvement
  • Monitoring and Performance Data
  • Mobile Access
  • Analytics
  • Work flow Automation
  • Centralized System
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