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Insurance 365 is an Industry Solution based on Dynamics 365 to manage Insurance customers and partners and automate Insurance management with ready-made processes and self-service offers.
Manage customer and partner information, automate key processes across the entire customer lifecycle, and get the tools you need for acquisition and cold calls. Create and edit customer appointments and opportunities, and view policy, claims and inquiry data.
Features - Basic Version for Insurance Sales & Customer Service
Give your sales team the best tools and data with Insurance 365 to identify and qualify potential customers. Choose the best possible next steps, develop segments smartly, and document customer history seamlessly.
Manage stakeholder concerns with a clear platform and give your service team access to all relevant information to quickly and satisfactorily address concerns. The use of artificial intelligence, for example through chatbots, reduces manual efforts and enables your service staff to concentrate on complex cases.
Account Setting Subdivision of the customer view into a clear structure with a corresponding overview:
Segmentation of customers into:
Corresponding contacts (Contacts) can be recorded for corporate customers and partners.
Visit report Create visit reports quickly and easily based on predefined templates (pre- and post-processing).
Appointments
Offer customers and interested parties simple appointment scheduling on-site or as an online meeting with self-service options and predefined time slots for relevant request. All appointments are transferred directly to your calendar.
Internal service staff or agencies can also work with pre-selected contact persons.
Lead potential
The pre-structured potential (lead) qualification process ensures sales potential. It will be continuously enriched with information using predefined actions - provided by your employees.
The closing rate is analysed according to the new insurance policies (using a defined index).
Sales opportunities Collect structured and concrete inquiries about specific segments from customers and business partners. Information on next steps helps to achieve the greatest possible success and maximize the number of deals. Additional, outcomes of the sales opportunity can be recorded to gain insights for future inquiries.
Profitability Profitability is an important indicator in the insurance industry, showing, for example, whether a customer relationship or portfolio is profitable from the insurer's point of view. In this context, premium income is offset by claims payments. With our solution, these profitability figures can be viewed at different levels and for different objects (e.g., customers, contracts, broker portfolios), so that appropriate portfolio management measures can be taken at an early stage.
Policy and claims view Insurance companies, agencies, brokers and customers receive a complete overview of the portfolio, the concluded policies and the claims. The system is used as a front-end option for recording claims in order to pass on the relevant information to a claims processing system.
Find out more about our offers and contents DIGITALL as a Microsoft Partner - Dive into the world of Microsoft and learn what tools are available to help you digitize your business. CX & CRM Trends for Insurance - Read how to make the customer journey in the insurance industry digital, smart and personal. Customer Centricity - It takes a complete shift in your company culture to become customer centric. Find out how to do it.
The price refers to our solution "Digitall Insurance 365" to accelerate your Dynamics 365 implementation, further efforts for customizations and integrations will be charged on a time and effort basis.