CRM for the insurance industry

End-to-end Insurance cloud CRM solution for sales and customer care activities.

Access customer details through a single, 360° customer view and adapt the view for your marketing, sales, and customer service departments with Microsoft Dynamics 365 CRM in the Cloud specialised for the Insurance Industry.

Connect marketing, sales, customer service, and digital insurer effectively

  • Track customer activities at all touch points with a 360° customer view 
  • Manage, control, and measure KPIs for sales, marketing, and customer service
  • Cost management control - reduce operational costs and optimise resources
  • Customer retention control – keep your customers happy
  • Tailor-made data models and processes designed for Insurance companies
  • Microsoft Security services from a cloud you can trust 
  • Mobile solution allows you to work from anywhere - anytime
  • Applicable to different business models (on premises, cloud, hosting)
Case study

Empowering customers and employees with Dynamics 365 CRM

Wiener Städtische Insurance Company
Read more
  • B2B and B2C customer profile: Personal and company information, timeline of interactions and activities, contact preferences, related parties, etc.
  • Customer product portfolio: Visual product checklist and integrated product details from external systems.
  • Smart notifications: Visual alerts for relevant events, key figures, next best offer suggestions, notifications from your relationship assistant etc.
  • Activity automation: Visual and interactive to-do lists, actionable renewal reminders, automated interactions with prospects, auto-generated comprehensive meeting briefs and wrap ups. 
  • Pipeline management: Create and store leads through all available channels and manage them throughout their lifecycle. Follow and measure your sales efforts with operational and performance reporting designed for sales agents and managers.
  • Goal management: Apply goal management to track and analyse results against hierarchically structured services and targets. 
  • Sales insights: Increase conversion and win rates by using AI to prioritise leads and opportunities with the highest likelihood of conversion and purchase. Empower agents to act, rather than react, to opportunities and risks.
  • Productivity tools: Improve coordination between sales and marketing with cross-team visibility. Streamline sales processes seamlessly with modern mobile applications and tools such as Outlook, Excel, Teams, and SharePoint.
  • Be mobile: Stay on top of sales activities with a mobile sales-driven app that’s always working behind the scenes to streamline work and provide proactive smart suggestions. 
  • Case creation automation: Omnichannel support with a single-entry point.
  • Embedded SLAs: Case resolution based on SLA definitions ensuring internal and legal compliance.
  • Workflow management: Step by step process control ensures data consistency in all business processes supported with tips and knowledge articles.
  • Customer service reporting: Monitor performance in real-time with a full-screen analytics dashboard with historical operational metrics and KPIs, and manage service centres effectively.
  • Private data management: Configure which attributes are sensitive across all entities using built in PII engine (Personally Identifiable Information). 
  • Anonymize, archive & delete: Guided, step by step customer anonymization process (Right to be forgotten), respecting customer’s privacy as well as that you are compliant against legal regulations.
  • Consent register: Automatically storing logs for all opt-ins and opt-outs for different consent types and for different communication channels.

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