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CRM for Insurance

Effectively manage and foster profitable relationships

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Home > CRM for Financial Services > CRM for Insurance

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…

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Key Features

Dynamics 365 account record shown on the screen of a macbook

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.

report functionality in dynamics 365 for legal services

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.

dynamics 365 for insurance showing a policy form

Dynamics 365 for legal services lead view

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.

Insurance CRM showing pending payments against opportunities record

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 for legal services dashboard

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.

Moorgate Finance Case Study

Moorgate Finance is an independent finance brokerage, offering finance to a range of sectors such as Agriculture and Motorsport. In order to support their growth, the business required a tailored CRM solution which PragmatiQ Solutions was able to deliver…

Read the case study

What our clients say...

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“We approached PragmatiQ Solutions to help us with an incumbent Dynamics 365 system which had various legacy issues having been customised by numerous consultants over a number of years. They dealt with all the nuances quickly to get our system up to a standard they were happy to work with. From there the PragmatiQ technical team ran with a large project and its fair to say now know our business inside out. Their ability to understand what we do and how we do it having only seen it from an ‘IT perspective’ was and still is impressive. We would highly recommend PragmatiQ.”
Tom RobertsManaging Director at Moorgate Finance

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“We commissioned PragmatiQ solutions to provide us with a bespoke Customer Relationship Management (CRM) system using Microsoft Dynamics. The team at PragmatiQ very quickly gained a thorough understanding of our complex delivery model and created a solution that has had a positive impact and really added value to our work. PragmatiQ were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.”
Natalie MacPhersonDevelopment Director at MacIntyre Charity

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“We approached PragmatiQ Solutions to help us with our Microsoft Dynamics CRM platform. We had developed a bespoke system over the years to manage the day-to-day sales processes of the Commercial team, however, we felt that working with a specialist Dynamics partner would be a much better approach for the business. We have now been working with Stuart, Jamie and the team for just over 12 months and to say we have been impressed with their approach would be an understatement. The dedication, knowledge and customer service shown to the delivered projects has been exceptional and their innovative approach to business is inspiring. They have guided us every step of the way and have succeeded in changing our platform for the better. It has provided us with a much more efficient way of working and supported us with business intelligence that we haven’t seen before. We also benefit from real-time, top level dashboards that make reporting back to stakeholders a very simple process.”
James WoottonHead of Commerical Sales at Wasps Rugby Club

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“We worked with PragmatiQ Solutions who successfully implemented a quoting tool for sales. They were generous with their time, taking every opportunity to understand our needs both now and in the future. Their deep analysis was invaluable, helping us to refine our working practices and automate our processes to maximise productivity and ultimately save time and money. Thanks to PragmatiQ, we now have a bespoke system that has been tailored to our specific needs and is fully integrated with Microsoft Dynamics.”
Angela de KlerkBusiness Development / Head of Marketing at Impact Handling

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“PragmatiQ Solutions was recommended to us via a networking connection in Manchester. Upon speaking to the company they seemed very knowledgeable and confident they could repair our unusable Dynamics system which had been built by a different partner. From the first face to face consultation it was clear to see Jamie had the full knowledge around our intentions and understood our business model and had actually create something similar in the health profession elsewhere. From that point we felt confident to progress in to a full development project. The results were quick and impressive. Offering us a totally up to date platform with all of the automation we had originally asked for. We are keen to continue to work with PragmatiQ and look to develop the system again in the future.”
Carren BellFounder at Lagans Foundation

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“PragmatiQ Solutions are a trusted and dynamic CRM partner. They have provided quick, flexible and innovative solutions to the challenges we’ve given them whilst being professional and supportive. They have become a reliable partner and operate as an extension of our internal team.”
Sarah RandallHead of Operations and MI Systems at Buckinghamshire Business First

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“Our mission is to ensure that meaningful mental health support is accessible and we aim to see everyone within 1 week of referring to our service. With demand for mental health and emotional support increasing exponentially through the coronavirus pandemic, we really needed to get systems in place to help us cope with the high demand whilst delivering against our mission and growing our team. This is why we decided to engage with PragmatiQ Solutions to help us build a bespoke system that would fulfil those elements. It was clear that an off-the-shelf package wouldn’t give us the security, efficiency and ease of use that our Dynamics system would. The work was planned out really effectively, giving us guidance based on their experience, which also made for the system to be built quickly with only small adjustments necessary before going live. Since the system has been built, our admin time has been significantly cut down, helping us to stick to our mission, even when we grow. Ultimately providing people with mental health and emotional support as quickly as possible.”
Jon ManningChairman & CEO at Arthur Ellis Mental Health Support

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“We engaged with PragmatiQ Solutions to conduct an independent health check of our Dynamics CRM implementation. They worked with a partner to produce a very useful and insightful audit report highlighting various areas for improvement, and which gave valuable feedback on what we had built so far and left us with confidence that we were on the right development approach for our strategic programme. PragmatiQ worked to tight and fixed timescales to complete a focused delivery which had real business value.”
Nick BreedsAssistant Director - Solutions Delivery at NHS Blood and Transplant Unit

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“PragmatiQ Solutions successfully implemented Microsoft Dynamics at our paint facility. They worked in a professional manner throughout the project, paid attention to detail and were accommodating to our tight timescales. This ensured we were operational in due time and as a result we have been able to work more efficiently with our manufacturing set up in the UK and ultimately save costs. Overall, we had a very positive experience with PragmatiQ Solutions and consequently have re-engaged them for future projects.”
Anders LonnebjergHead of Department - Business Engagement and Applications at MHI Vestas Offshore Wind

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