Auto health travel life home personal rural commercial insurance marine pet insurance

Enhance insurance operations with NSquare Xperts’ CRM solutions. Manage agents and policies for auto, health, travel, life, home, marine, personal, and commercial insurance. Streamline processes and improve customer service with our customizable CRM systems.

Solution for the Insurance industry

Accurate and Precise Customer data

Customer 360 View

Dynamics Integration factor

Integration of customer self-service portal for leads or inquiries from new customers. D365 extends its functionality by consuming external web services or third-party APIs. 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).

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.

Document Management

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

Interactive Dashboard for CEO​

Elevate your financial performance by delivering robust reporting, increasing profitability with business intelligence, and ensuring global compliance.​


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

Why Dynamics CRM for Insurance

Increase Efficiency

Upscale Customer Loyalty

Sales Process Optimizaton

Service Improvement

Monitoring and Performance Data

Mobile Access


Work flow Automation

Centralized System

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