Insurance 360 Sales
od: InsureMO
The ultimate Dynamics 365 solution designed to accelerate growth and enhance customer engagement.
Insurance 360 Sales transforms D365 Sales into an industry-specific platform, focusing on operational efficiency and customer-centric selling. It centralizes all sales, applications, and servicing data, providing a unified agent workplace.
• Capture Every Opportunity: Effortlessly create, track, and qualify leads so no prospect slips away.
• Customer 360 Experience: Convert leads into loyal customers and manage complete profiles, history, and relationships in one place.
• Empower Your Agents: Streamline onboarding, monitor performance, and manage licensing with ease.
• Smart Application Processing: Ensure compliance and accuracy with a powerful rule-based engine.
• Instant Quotes, Faster Sales: Generate and distribute personalized policy quotations automatically.
• Stay Ahead on Collections: Automated alerts for outstanding premiums to boost collection rates and reduce lapses.
Drive efficiency, compliance, and customer satisfaction - all in one powerful platform.