PensionSoft - Pension & Life Insurance CRM

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
https://store-images.s-microsoft.com/image/apps.58027.33c90145-3ecf-48a9-86e7-b5367adb9d80.fbfe7d9e-28a3-41a5-8c3c-2c6fb25ee890.a057551c-3d75-478f-8556-b4579b552599
https://store-images.s-microsoft.com/image/apps.58027.33c90145-3ecf-48a9-86e7-b5367adb9d80.fbfe7d9e-28a3-41a5-8c3c-2c6fb25ee890.a057551c-3d75-478f-8556-b4579b552599
https://store-images.s-microsoft.com/image/apps.40307.33c90145-3ecf-48a9-86e7-b5367adb9d80.fbfe7d9e-28a3-41a5-8c3c-2c6fb25ee890.179865e8-fd3f-4c1e-a6e0-e1ce1d69ca93
https://store-images.s-microsoft.com/image/apps.62574.33c90145-3ecf-48a9-86e7-b5367adb9d80.fbfe7d9e-28a3-41a5-8c3c-2c6fb25ee890.b6f2fefc-636e-403a-8b0e-31bf73e12afb