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
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.
Useful Dynamics 365 integrations for Insurance Brokers
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.
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