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 365 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.
Microsoft Dynamics 365 work best with any type of Insurance segments
Customer 360 View
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.
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.
Elevate your financial performance deliver robust reporting, increase profitability with business intelligence, and ensure global compliance
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.