CRM in Insurance: 1- Day Briefing


1-day introduction to CRM solution in Insurance companies regarding Sales, Marketing & Customer Care processes.

Using digital intelligence to reimagine what’s possible for your business, Dynamics 365 works across sales, customer service, field service, operations, financials, marketing, and project service automation. Insurance companies in these days have many challanges towards the digital transformation that society requires.

This transformation implies to:

  • Have an optimal customer experience toward all channels
  • Support customer in their decision by proposition solutions that fits their needs
  • Have a complete overview of the customers, throuh all touchpoints available such salesmen, customer care and marketing users that shares insights among habits, interests, and also problems of the customer base.

Cluster Reply has deep experience in lead insurance companies to this kind of transformation and in this 1-day briefing can share their experience and suggest solution that can bring users to a new digital platform for manage a complete customer experience.

This 1-Day meeting will cover*:

1. Presentation of Cluster Reply and its expertise
2. Generic presentation of Dynamics 365 and PowerPlatform solutions
3. Demonstration of a generic customer solution in insurance market
4. Deep dive session for specific need among Sales, Marketing and Customer Care processes
5. Round table and definition of next steps.
  • The content, timing and consequently the price of the meeting will be assessed based on the specific needs of the customer.

At a glance