https://store-images.s-microsoft.com/image/apps.19718.a49862be-76b0-4f59-b2f5-d8e17c406d1f.6180a566-b4d3-438c-835a-488e6b91195b.124bf74c-cf0a-464a-9946-64c2c572678d
Dynamics 365 CRM Solution for Insurance
Видавець: WaveAccess2
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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.
Features:
● 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
Стислий огляд
https://store-images.s-microsoft.com/image/apps.3009.a49862be-76b0-4f59-b2f5-d8e17c406d1f.6180a566-b4d3-438c-835a-488e6b91195b.b73d145e-2e9e-4d4f-9fd9-fcbc07082ef3
Інші програми WaveAccess2
PBX Asterisk + Microsoft Dynamics 365 IntegrationWaveAccess2Integrate your MS Dynamics 365 with Asterisk based PBX system and achieve the best CRM performance
+1
Applicable to:
SaaS
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Voice Recognition for Dynamics 365 CRMWaveAccess2Speech-to-text service automates CRM data input and provides speech analytics
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Applicable to:
SaaS
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DevOps services for Microsoft Dynamics 365 CRMWaveAccess2WaveAccess offers Continuous Integration services for Dynamics 365 CRM development
+1
Applicable to:
SaaS
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SAP + D365 IntegrationWaveAccess2Integration of SAP S/4Hana and Microsoft Dynamics 365 Customer Engagement and Field Service
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Applicable to:
SaaS
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Relationship ChartsWaveAccess2Relationship Charts is a fully configurable charting tool for Dynamics 365 CRM
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Applicable to:
MarketingSalesPower Apps
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