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Microsoft Dynamics 365 for Insurance

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Do you need experts to implement Dynamics 365 CRM for insurance? Let us connect you with experts who understand the specific needs of the insurance industry and are strong in all technical matters. Our network includes experienced Dynamics 365 consultants with deep knowledge of customer management, claims processing, and policy tracking. Whether you need full-time or part-time support, we’ll match you with the right person. Let’s see how it works to start the hiring process!

Our Solutions to Cope with Your Business Challenges

Flexible Dynamics Insurance Consultants with On-Demand Involvement

Looking for fast and efficient hiring options? We have the solution for you! We help you hire Dynamics insurance consultants on demand in just a few weeks! Plus, we take care of all the recruiting issues so you can get on with it without your HR team.

Dedicated Dynamics Insurance Consultants with Industry Experience

Our experts are ready to work with your long-term projects. A dedicated consultant will be involved full-time around your schedule. As a result, you have full integration into your workflows and a thorough industry awareness.

Access to Specialized Dynamics Talent Pool

We understand how difficult it is to find a reliable specialist for insurance companies, so we took care of it in advance. We already have a proven database of Dynamics consultants with industry knowledge. We are sure to find the perfect fit for you!

Explore Dynamics for insurance with our experts to cope with all business challenges!

Microsoft Dynamics 365 Solutions for the Insurance Industry

When choosing software for internal and external management, companies are always looking for solutions that combine usability and functionality. Microsoft Dynamics 365 for the insurance industry is exactly that. The system combines various modules that help manage clients, orders, and partners. In addition, Dynamics 365 consulting allows you to maximize their potential and create a convenient working environment. Here is a brief overview of the modules that will come in handy for insurance brokers:

Dynamics 365 Sales

The module helps insurance companies manage customer relationships at all stages, from lead to regular customer. It allows agents to track user interactions, identify potential customers, and close deals efficiently.

Dynamics 365 Customer Service

Microsoft Dynamics CRM for insurance improves customer support by providing a 360-degree view of each profile, including the history and current needs. It allows you to resolve claims and requests, which significantly increases satisfaction and retention rates.

Dynamics 365 Marketing

The system supports targeted marketing campaigns and lead generation. Thus, you can segment your audience, create personalized campaigns, and measure results to attract new customers and retain existing ones.

Dynamics 365 Field Service

This solution is useful for insurance companies that offer field services, such as property inspection or vehicle valuation. It helps to schedule appointments, dispatch the right specialists, and track service performance.

Dynamics 365 Finance

The module optimizes financial processes such as invoicing, accounting, and reporting. Thus, you stay informed about expenses and income and easily manage policyholder payments.

Dynamics 365 Business Central

This is a universal ERP solution for small and medium-sized insurance companies. It integrates various business functions, such as financial management, sales, and service, to help you manage your company’s entire operations.

If you need assistance with other industries, you may implement Dynamics 365 automotive with us. Cooperate with our experts and get professional help in any sphere!

Key Features of Dynamics 365 for Insurance Companies

Microsoft Dynamics 365 for Insurance offers an extensive set of tools to overcome any challenges that arise in this area. They will become the number one features for you, regardless of the direction of your company’s activities, from life insurance to travel and guarantees. Armed with all the functionality, you may control all processes, attract customers, and stay on top of budget issues. Here are some of the features you get with reliable insurance software solutions:

Policy and Claims Management

Dynamics 365 allows you to manage policies and claims throughout their lifecycle. The system helps you create, update, and track policies and quickly process new applications and renewals. It also simplifies insurance claims management by automating tasks such as verifying and approving claims.

Customer 360-Degree View

The system provides a comprehensive view of each customer's interactions, policies, and claim history. This allows agents to understand the full context of each customer, enabling them to offer personalized support. Whether it's answering a question, settling a claim, or recommending a product, this feature helps to increase customer loyalty.

Automated Underwriting

With artificial intelligence and predefined decision rules, the module automates much of the underwriting process. It means that routine tasks, such as risk assessment, premium calculation, and document verification, are performed quickly and without errors.

Risk Management

The system helps to assess and manage risks. It uses historical data and advanced modeling techniques to identify potential risk factors, whether they relate to individual policyholders or broader market trends. This approach allows us to plan pricing and claims handling without financial loss.

Regulatory Compliance

Insurance companies are required to comply with a wide range of industry regulations, and Dynamics 365 supports this. The system monitors changes in regulations and ensures that reporting is accurate and up-to-date.

Customer Engagement

With integrated customer service tools, Microsoft Dynamics CRM insurance allows you to increase the level of customer engagement and support. It also supports self-service portals where customers can manage their policies, track claims, and receive instant updates.

Our Successful Case Study

Our client is a successful US-based financial company that offers life insurance products, retirement savings programs, and unique benefits for members of all ages. It was founded as a non-profit organization to provide its members with financial security and social engagement. Due to the expansion, the company needed to streamline its workflows with a powerful system that would collect all the necessary information. That’s why the team turned to us.

After clarifying all the contract and software issues, we assembled a team to implement Dynamics Finance and Operations. The client also decided to use our technical interviewing services to help build a skilled and experienced team. We filled the technical interviewer position quickly and then found a Team Lead and 3 Microsoft Dynamics Developers.

The experts quickly agreed on the client’s vision and customized the module. It resulted in a significant increase in the client’s revenue and allowed them to direct investments and efforts to strategic tasks.”

CRM & ERP Implementation Process for Insurance

If you decide to implement Dynamics 365 for insurance with our MS Dynamics CRM consultant, you get reliable expertise, attention to detail, and full compliance with your needs. We structure our process in such a way that your wishes are taken into account and implemented. As a result, you get a system that works for you and solves your company’s challenges. Here’s how it works:

Initial Consultation & Requirement Gathering

First of all, we conduct an online consultation to determine your preferences and goals. This will be the starting point of our project.

Solution Design & Implementation Plan

Based on your requirements, we create a strategic plan to implement features and integrations that meet your goals.

Platform Configuration & Customization

The most important stage begins: software implementation. We will configure all the elements and ensure the customization of the tools to your specific business.

Data Migration & Audience Segmentation

If you work with a legacy system, we will perform data migration. Everything is guaranteed to be safe and confidential.

Testing

When everything is ready, experts will test your Dysamics CRM for insurance. This step is necessary to identify problems and fix them at the earliest stages.

Post-Implementation Support

We provide reliable support for your system. It includes regular helpdesk checks, bug fixes, and updates.

Why Choose Our Dynamics 365 Services?

Our experts are the best solution to handle the customization, extension, and integration of your software. Thanks to their deep technical expertise, understanding of your industry, and comprehensive knowledge of various modules, they will find the best solution for your business.

You Get

deep expertise in Dynamics consulting for insurance companies

cutting-edge technology and new trends applied

industry-specific experience

local support wherever you operate

Microsoft-certified professionals

positive testimonials from our customers

Let’s implement Microsoft Dynamics for insurance with us!

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