Dynamics 365 CRM Solution for Insurance

Solution: Unified workplace for financial and insurance companies, an omnichannel business app interface with automated and integrated business processes with Dynamics 365 CRM as a core system.

Features:

● Customized insurance products and solutions:

• ➣ Insurance contracts
• ➣ Claim management
• ➣ Loss calculation
• ➣ Loyalty programs
• ➣ Insurance packages sales
• ➣ Contracts prolongation
• ➣ B2B Insurance products

● Single window for all customer interactions

● Task ranking: the incoming requests are processed and distributed according to agents’ workload

● Production calendar: employee work schedule and time tracking

● Meeting scheduler.

• ➣employee's availability
• ➣meeting rooms booking

● Real-time Outlook synchronization

● ERP Integration for full synchronization of financial activity

● Integration with Telephone system

• ➣ one-click calls right from CRM Interface
• ➣ incoming call popups the CRM contact card so the agent can have immediate insights about the caller
• ➣ if the number is unknown, CRM automatically creates a new customer card
• ➣ call history and a link to an audio recording are automatically saved and available for further use

● Knowledge Database right in CRM

● Delivery system integration

Our solution value:

• Short time-to- market (around 3 months, depending on the quantity of integrations)
• Industry specific - customized for Insurance and Finance, proven by Enterprise customers
• One vertical solution for employees, partners, clients and management board
• Total transparency of all communications with customers
• Every specialist's performance tracking
• Revenue growth based on improved targeting and more relevant offers thanks to customer history tracking
• Agents can focus on selling, not on formalities and processes

The solution is highly customizable and we will make it convenient for your particular business purposes