Microsoft Dynamics 365 for Insurance Brokers
Effectively manage all your data, such as renewals, claims, policies, clients, accounts, and more, promoting strong client relationships and business success.
Key benefits of Dynamics 365 for Insurance Brokers
Key features of Microsoft Dynamics 365 for Insurance Sector
The features within Dynamics 365 are customisable, here are some examples of commonly used capabilities by our Insurance sector clients
Access to all client and broker information from one system; customer data, policy information, past/open claims, insurance premiums, renewals, broker relationship, etc. Details can be viewed quickly and easily by agents, meaning there is no need to look through multiple spreadsheets or disparate systems
Manage your opportunities for new policies, monitor win/loss ratio against competitors and track progress against sales targets, identifying deals that need further development. For managers, get a full view of your teams’ pipeline from one area and save time reviewing individual agent spreadsheets
Get automated notifications on policy renewal dates, cross-sell and up-sell opportunities. Dynamics 365 also alerts you to follow-up with clients, ensuring you don’t lose track of a deal or appointment.
Within the insurance industry, multiple documents often need to be generated for a particular activity – eg. claims or proposals. With a CRM system, streamline your documentation process and reduce the administration time spent on manually generating these documents.
Empower customer service representatives and insurance agents by providing information at their fingertips on active policies, upcoming renewals and policy premiums.
Data stored in a single system ensures everyone has access to what they need and reduces the need for manual communication and duplicate information. Insurance relationships can be multi-layered, so it is important to make sure that each department has full visibility of a client and their relationship with the company.
Useful Dynamics 365 integrations for Insurance Brokers
What sets Pragmatiq apart?
We begin by taking technology out of the equation, focusing instead on understanding your training business – its processes, challenges, and aspirations. This deep dive allows us to recommend solutions that are precisely tailored to your needs. Your business model is always our starting point, and we’re committed to being more than just a technology provider – we’re your strategic partner in achieving meaningful outcomes.
We are passionate about what we do and head into work every day excited about working with our customers and what we can achieve. We recognise if you like what you do, you will do it better and deliver to a higher standard.
Technical jargon can often create barriers. That’s why our consultants combine deep technical expertise with a clear understanding of business challenges – translating complex concepts into straightforward, actionable language. We bridge the gap between technology and strategy, making sure solutions are not only effective but easy to understand.
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