HCL Biz Apps - Dynamics 365 for Insurance: 1-hour Assessment

HCL Technologies Limited.

A robust Financial Services solution with an unprecedented focus on the insurance industry, PowerInsurance gives your organization a guided, intelligent way to provide personalized service and support


Every Insurance organisation has a customer care contact centre. HCL has implemented hundreds of solutions leveraging Dynamics 365 Customer service for contact centres and understands the unique challenges they face. Built on Dynamics 365, PowerInsurance is a custom solution designed by insurance experts based on years of experience within the industry. It accelerates CRM implementations by leveraging the Microsoft technology stack: Dynamics 365, LinkedIn, Azure, Power Platform, AI, Machine Learning, Microsoft One Common Data Layer and the innovative Microsoft Cloud Platform. PowerCapital enables contact centres to handle more interactions and provide an optimised customer experience. Benefits include:

  • Service agents can anticipate customer needs by having a complete understanding of customer account information, interaction details,preferences and history – all in one platform
  • Boost client loyalty and renewal rates with efficient claims resolutions, quickerenquiry handling and proactive customer service.
  • With access to real-time customer information, sales agents easily buildlasting customer relationships and deliver tailored advice and accurate service.
  • Cut operational costs by minimising administrative tasks with an intuitiveinterface.

PowerInsurance is a fully extensible data model framework to roll-up live customer account information, suggested actions, cases and other personal information into a single view which can accelerate the delivery of front-office process such as customer service, policy enquiries/changes, claims management and new business sales etc. Designed by insurance experts based on years of experience within the industry, the data model enables insurance firms of all types to provide quick and modern customer engagement strategy through an integrated front-office platform, whilst also providing opportunity to diversify into new products and services.

PowerInsurance features preconfigured insurance specific products and services; a holistic claims management system; separate portals for clients and agents; capability to integrate with underwriting systems and seamless automation of the process; and omnichannel capability for each policyholder’s preferred communication source. It all works together to deliver an insurance solution that increases revenue, reduces operating expense, helps mitigate risk and accelerates deployment.

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