● Customized insurance products and solutions:

● Single window for all customer interactions

● Task ranking: the incoming requests are processed and distributed according to agents’ workload

● Production calendar: employee work schedule and time tracking

● Meeting scheduler.

● Real-time Outlook synchronization

● ERP Integration for full synchronization of financial activity

● Integration with Telephone system

➣ one-click calls right from CRM Interface
➣ incoming call popups the CRM contact card so the agent can have immediate insights about the caller
➣ if the number is unknown, CRM automatically creates a new customer card
➣ call history and a link to an audio recording are automatically saved and available for further use

● Knowledge Database right in CRM

● Delivery system integration

Short time-to- market (around 3 months, depending on the quantity of integrations)
Industry specific - customized for Insurance and Finance, proven by Enterprise customers
One vertical solution for employees, partners, clients and management board
Total transparency of all communications with customers
Every specialist's performance tracking
Revenue growth based on improved targeting and more relevant offers thanks to customer history tracking
Agents can focus on selling, not on formalities and processes

The solution is highly customizable and we will make it convenient for your particular business purposes

Dynamics 365 CRM Solution for Insurance

oleh WaveAccess