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.
- 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.
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.
What some of our clients say...VIEW ALL CASE STUDIES
“The Pragmatiq technical team ran with a large project and its fair to say now know our business inside out. Their ability to understand what we do and how we do it having only seen it from an ‘IT perspective’ was and still is impressive. We would highly recommend Pragmatiq.”
“We would not be able to function as we currently do without the system Pragmatiq put in place and it provides a platform to continue our growth, rather than be constricted by operational difficulties.”
“Thank you Pragmatiq for the work on the Power App for triage in mental health. Thousands of people received therapy months sooner, as the waiting list decreased, and it saved several lives in the first few months.”
“The Pragmatiq team demonstrated expert product knowledge and provided innovative solutions throughout the project and continue to provide high-quality guidance and support over post go-live managed service.”
“They have really listened – and worked hard to understand who we are and what we want to achieve. I cannot recommend them highly enough and am very glad we chose them.”
“Pragmatiq each project with an open mind and a desire to find the most logical and cost-effective solutions. Along with their product knowledge and attention to detail, we are confident that our system is in safe hands.”
Useful 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.
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?
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