Dynamics 365 CRM Solution for Insurance

avtor: WaveAccess

(1 ocene)

Unified workplace for insurance companies, an omnichannel business app interface

Solution: Unified workplace for financial and insurance companies, an omnichannel business app interface with automated and integrated business processes with Dynamics 365 CRM as a core system.


Customized insurance products and solutions:

  • ➣ Insurance contracts
  • ➣ Claim management
  • ➣ Loss calculation
  • ➣ Loyalty programs
  • ➣ Insurance packages sales
  • ➣ Contracts prolongation
  • ➣ B2B Insurance products

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.

  • ➣employee's availability
  • ➣meeting rooms booking

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

Our solution value:

  • 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

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