UST Insurance for Dynamics 365 tackles key industry challenges with a holistic CRM approach, enhancing efficiency and customer engagement. It simplifies navigation, streamlines data entry, and optimizes claim submissions, directly addressing common pain points. This solution is designed to ensure rigorous SLA management, robust data capture, and seamless communication, fostering a more adaptable and responsive customer service environment. With its focus on meeting evolving expectations and regulatory demands, UST Insurance for Dynamics 365 empowers providers to deliver superior service while maintaining operational agility and compliance.

Key features:

Efficient navigation and workflow management for a smooth user experience
Streamlined data entry processes to minimize errors and fatigue
Simplified claim submission with document upload and real-time tracking
SLA awareness and management for timely incident resolution
Enhanced data capture and reporting for informed decision-making
Effective communication management tools for consistent updates during incidents
Adaptable customer service workflows to quickly accommodate changes in service demands
Consistent customer experience across all service processes
Support for evolving customer expectations with quick resolutions and multi-channel access
Policy-specific interactions for hassle-free policy management
Transparent claim status tracking for increased customer confidence
Comprehensive customer 360 view for personalized service delivery

Customer Benefits:

Comprehensive CRM Functionality: Offers features like customer data management, lead tracking, and communication tracking, customized for insurance companies.
Enhanced User Experience: Designed for intuitive use, simplifying navigation, data entry, and information retrieval.
Integration Capabilities: Connects with industry-relevant systems, including underwriting and policy administration platforms.
Scalability and Flexibility: Adapts to growth and evolving industry trends without compromising performance.
Operational Efficiency: Improves productivity and streamlines insurance workflows.
Customer Satisfaction and Loyalty: Enhances experiences, building loyalty through user-friendly interactions.
Data Accuracy: Reduces errors and fatigue in data entry, ensuring precise information handling.
SLA Management: Ensures incidents, especially in claims processing, are resolved timely.
Data-Driven Insights: Facilitates informed decision-making with comprehensive analytics.
Effective Communication: Maintains consistent and timely interactions with customers.
Regulatory Adaptation: Quickly adjusts to changes in laws and regulations.
Consistent Customer Experience: Delivers uniform service across all touch points.
Policy Management: Simplifies viewing, updating, and renewing policies.
Claim Transparency: Boosts confidence with clear claim processing and status tracking.
Personalized Service: Offers a 360-degree view of customer interactions for tailored services.

Microsoft technologies used: Microsoft Dynamics CRM, C#

Industries: Financial Services, Government, HealthCare

Applicable Products: Customer Service, Power Apps, Sales

About UST

For more than 20 years, UST has worked side by side with the world’s best companies to make a real impact through transformation. Powered by technology, inspired by people and led by our purpose, we partner with our clients from design to operation. Through our nimble approach, we identify their core challenges, and craft disruptive solutions that bring their vision to life. With deep domain expertise and a future-proof philosophy, we embed innovation and agility into our clients’ organizations—delivering measurable value and lasting change across industries, and around the world. Together, with over 33,000 employees in 30+ countries, we build for boundless impact—touching billions of lives in the process. Learn more at ust.com.

UST Insurance for Dynamics 365

par UST Global