Microsoft Dynamics 365 for Insurance

A powerful insurance solution built with industry best practices


Microsoft Dynamics 365 CRM for Insurance Helps You Grow Revenue & Improve Customer Satisfaction

Convert leads to customers with a CRM solution specifically designed for the insurance industry.

Generate & Convert High Quality Leads

Increase New Customer Acquisition

Offer the Right Product to the Right Customer

Increase Up-Sell & Cross-Sell Opportunities

Why Dynamics 365 for Insurance?

  • Accelerate Time to Value
  • Built-in Industry Best Practices
  • POPI and GDPR Compliant
  • Discover New Actionable Insights
  • Improve Productivity and Collaboration
  • Increase Revenue and Profitability
  • Reduce Operational Costs
  • Prevent Customer Churn

Get A Single View of Your Customers

Combine and leverage all your data – spanning policies, premiums, opportunities, open claims, relationships and assets – with a single view. Our unified interface creates a seamless customer experience, while empowering sales teams with the information they need.

Offer A Full Omni-Channel Experience

A unified front end allows you, and your customers, to switch seamlessly between channels and devices. You’ll be able to bring together SMS, email, social, chatbots and more for a consistent and powerful experience.

Leverage Next Best Actions

Data-driven customer insights proactively recommend the right product to the right customer at the right time. Real-time dashboards and reporting allow you to offer extra products or services that match the customer’s profile for a highly personalised interaction.

Unleash the power of your data!


Be an Industry Leader


Only 21% of insurers use specialized software in the claims payment process.

The Dynamics 365 for Insurance solution uses a pre-built feature list that combines insurance industry best practice with the latest technology to accelerate time to value.

Campaign Management

Build, automate and manage multi-channel campaigns to target specific customer segments.

Event Management

Manage the complete event process, from automated invitations to RSVP management and follow-ups.

Full Omni-channel

Allow your customers to interact with your organisation on their channel of choice.

Lead Management

Generate and distribute leads with the highest propensity to close to the right sales person.

Sales Pipeline Management

Manage your end-to-end sales process. Accurately forecast your deals and meet sales targets with full visibility of your sales pipeline.

Customer Onboarding

Provide customers with a guided and seamless onboarding process. Capture Know-Your-Client and FICA policy information to enable compliance.

Policy Management

Manage customers’ policy information in one place. Get automated notifications on policy renewal dates, cross-sell and up-sell opportunities.

Single View

Get a single view of all your customers and brokers. Providing your sales team with contextual information and next best action.

Customer Insights

Execute on customer behavioural insight to improve processes, sales conversions and foster deeper customer engagements.

Unleash the power of your data!