Microsoft Dynamics 365 for Insurance Brokers
Dynamics 365 for Insurance Companies is a fully customisable CRM solution that enables you to make the most of your data. Our CRM for Insurance Brokers centralises information, promoting effective client relationship management, increased engagement across clients and brokers, while also having the capability to monitor policies, claims, premiums, renewals and more.

Key benefits of Dynamics 365 for Insurance Brokers
Dynamics 365 CRM for Insurance: Case Study
The Challenge: Existing system was no longer fit for purpose, relying heavily on documents, spreadsheets and other disparate systems. This made it increasingly difficult to gain relevant insights into consumer behavior.
The Solution: Implemented latest version of Dynamics 365, rearchitecting the end-to-end sales process to accommodate business specific requirements. Furthermore, process automations were carried out across the board, as well as the creation of department specific app creation.
The Benefits:
- Improved employee productivity
- Efficient and faster document generation; now save around 75% administration time spent on manually generating these documents
- Improved management visibility
- Single truth of customer
- Enhanced insight into the performance of lenders

Key Features of Microsoft Dynamics 365 for Insurance Sector
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.

What some of our clients say...
VIEW ALL CASE STUDIESUseful Dynamics 365 integrations for Insurance Brokers
What sets Pragmatiq apart?
A consultative focus
Initially taking the technology out of the conversation, we work closely with you and your training business to understand processes, challenges and future goals. From this, we are able to advise you on the right solution that is tailored to your specific requirements. The customer’s business model is always our starting point and we are uncompromising in our approach to be more than just a ‘technology company’.
We are passionate and we care
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.
Simple language
Often IT resources cannot translate ‘technical jargon’ which is a common barrier. Our consultants are not only technically capable, but are able to identify business challenges and explain how they can be solved in simple language.
Want to know more about how we work?Enquire Now
Please complete the form below and a member of our team will get back to you shortly.
"*" indicates required fields