CRM in Insurance: 1- Day Briefing by Cluster Reply

Using digital intelligence to envision new possibilities for your business, Microsoft Dynamics 365 extends its capabilities across sales, customer service, field service, operations, financials, marketing, and project service automation. Today, insurance companies face numerous challenges as they embark on the digital transformation that society now demands.

This transformation necessitates:

• Ensuring an optimal customer experience across all channels.
• Assisting customers in their decision-making by offering solutions tailored to their needs.
• Gaining a comprehensive understanding of customers through all available touchpoints, including sales representatives, customer care, and marketing personnel who share insights into customer habits, interests, and challenges.

Cluster Reply boasts extensive experience in guiding insurance companies through this transformation. In this 1-day briefing, we will share our expertise and propose solutions that can lead users to a new digital platform for managing a complete customer experience.

This 1-Day meeting will cover*:

1. Introduction to Cluster Reply and our expertise.
2. General presentation of Dynamics 365 and Power Platform solutions.
3. Demonstration of a generic customer solution in the insurance market.
4. Deep-dive sessions to address specific needs within Sales, Marketing, and Customer Care processes.
5. A roundtable discussion to define the next steps.

* The content, timing, and consequently the price of the meeting will be assessed based on the specific needs of the customer.