Microsoft Dynamics 365 for Insurance Brokers

Effectively manage and foster profitable relationships

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Dynamics 365 for Insurance companies is the fully customisable CRM solution that enables you to make the most of your data. Dynamics 365 centralises your information and allows you to effectively manage client relationships, as well as manage engagement across clients and brokers, and monitor policies, claims, premiums, renewals and more.  

Key benefits of Dynamics 365 for Insurance Brokers

  • Effectively manage your pipeline  
  • 360-degree overview of client relationships 
  • Improve customer satisfaction 
  • Automate renewals  
  • Maximise productivity by optimising internal processes 
  • Gain critical insights  
  • Seamlessly integration with your existing business software 

Key Features

Contact and broker management

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. 

Sales pipeline management

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. 

Automatic renewal reminders

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. 

Efficient document generation

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.

Policy management

Empower customer service representatives and insurance agents by providing information at their fingertips on active policies, upcoming renewals and policy premiums. 

Connected departments

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. 

Client success story: Moorgate Finance

Moorgate Finance is an independent finance brokerage based in Northamptonshire. They offer finance to a range of sectors such as Agriculture, Brewery, Equestrian, Motorsport, Retail and Technology, to name but a few. The company prides itself on outstanding customer service and satisfaction, aiming to react quickly to requirements and offer expert knowledge to clients. In order to support them, Moorgate Finance required a tailored CRM solution which Pragmatiq was able to deliver.

Read the full case study


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