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.

contact us
Insurance consultancy meeting between client and insurance company

Key benefits of Dynamics 365 for Insurance Brokers

Improve Customer Satisfaction

In a world where customer expectations are higher than ever, ensuring your organisation is doing everything possible to keep satisfaction high is crucial. With our Dynamics 365 Insurance System, all interactions are tracked and easy to find, ensuring that everyone is on the same page.

Optimise Internal Processes

Administrative tasks are often time consuming and take up a large amount of employees time. Dynamics 365 reduces time spent on simple tasks through simple automations. The business can now spend more time on value building activities increasing productivity and efficiency.

Integration Possibilities

Dynamics 365 for Insurance Companies seamlessly integrates with other Microsoft applications such as Teams, Outlook, Power Platform and so much more. Additionally, our CRM has the capability to integrate with third-party applications making it easy to create a seamless system.

Gain Critical Insights

With all data accessible from one central location, users can effortlessly gain an end-to-end view of customers. Additionally, dive into analytics by building custom data dashboards to make informed, accurate business decisions.

Effectively Manage Pipeline 

There is constant pressure on sales teams to stay ahead on leads and opportunities. Dynamics 365 for Insurance Brokers uses intelligent scoring that provides your team with the best insights, on areas such as how to improve resource allocation and increase productivity.

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. 

Dynamics 365 account for financial services

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.

dynamics 365 quote for insurance companies

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. 

Financial Services Microsoft Dynamics 365

Useful Dynamics 365 integrations for Insurance Brokers

Power BI

Power BI is Microsoft’s data and analytics reporting tool, which pulls together disparate data and presents it in visual, easy-to-read graphs and charts presented in your membership database.


The Microsoft Dynamics 365 App for Outlook allows for seamless integration between these two systems. Sending and tracking communications against members is easy, ensuring up-to-date information.


Sharepoint is a web-based platform that integrates easily with D365 CRM. Training providers can store relevant course documentation and training material that can then be easily accessed through Dynamics 365.

What sets Pragmatiq apart?

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 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 keep in touch?

Sign up to our newsletter for regular updates.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

Start your D365 journey today!

Please complete the form below and a member of our team will get back to you shortly.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
  • Able Skills logo
  • cavendish health logo
  • Solutions Social Care Logo
  • ECG logo
  • Moorgate Finance logo
  • RMI logo
  • MHM - mental health matters logo
  • Zest logo