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!
The Only Tool You’ll Ever Need
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.
Lead Management & Distribution
Sales Pipeline Management
Single View of Customer & Broker
“In just seven months we saw an 87% increase in sales”
Head of D2C at Vitality