PensionSoft - Pension & Life Insurance CRM

by Genbil Software

End-to-end CRM solution for pension and life insurance companies

PensionSoft is an extension on Dynamics 365 Sales & Customer Service for pension and life insurance companies who want to manage their entire customer journey on a single platform.

The suite is ideal for any Pension & Life insurance companies who wants to create more leads, decrease customer churn rate and increase satisfaction on post-sales activities like customer service.

  • Core CRM Functions
  • Seller and Agency Portals
  • 3rd Party Integrations
  • Real-time and bulk data migrations
  • Real-time operation integration with core insurance mainframe system
  • Reporting and Analytics w/ Power BI

At a glance