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Effectively manage your clients and brokers
CRM solutions for Insurance
Dynamics 365 for Insurance companies provides a centralised solution to store client data and effectively manage relationships. Monitor information across clients, brokers, policies, claims, premiums, renewals, communications and more. As a result, deliver a more personalised service, save administration time and gain key insights to make informed business decisions.
Benefits of Dynamics 365 for Insurance Companies
Single view of customers
View all data relating to a customer in a single view; policies, premiums, open claims, renewals, notes, etc.
Customer satisfaction
With a complete view of client information and interactions, agents can provide a personalised service.
Effective deal management
Track your sales pipeline and identify deals which need further development, or are almost complete.
Gain critical insights
Real-time dashboards and reporting allow you to make informed business decisions and improve forecasting.
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If you have a question about our CRM for Insurance, please get in touch…
Key Features
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.
Department collaboration
One of the challenges law firms face is the ability to access the same records across departments, which is a common need when working on cases. Our legal CRM ensures that all data related to a client is in one place and that required users are able to access this anywhere, anytime, without having to search through multiple spreadsheets and paperwork.
Controlled access
Role-based apps control the features and functions that Fee Earners, Business Development and Marketing users have access to.
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.
Stay on top of your emails
The Dynamics 365 + Outlook integration ensures you don't miss any important emails. Emails are no longer scattered and those related to a record can be viewed directly alongside client information.
Automatic reminders
Dynamics 365 alerts you of upcoming meetings and other instances, such as notifying you when an opportunity has not progressed after a certain amount of time.
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.
Real-time data
Get visibility into the hours logged and performance of partners, paralegals, your firm’s growth, and a lot more; via built-in dashboards and Power BI.
Real-time dashboards
Design visual, interactive dashboards which provide a real-time view of the metrics you care most about and dive deeper to get a better understanding.
Improve customer satisfaction
Agents get a complete view of a customer relationship, including all scheduled and past communications, such as phone calls, emails, meetings, notes and other activities. As a result, customer interactions can be personalised and regardless of who is dealing with the client, they will have the information required to answer their queries.
Gain key insights
Real-time reporting and dashboards providing an insight into agent productivity, new business pipeline, customer loyalty, sales targets vs performance for agents and brokers, etc. This enables management to make informed business decisions, improve forecasting and save time gathering information.
What our clients say...
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