microsoft dynamics crm for insurance
Insurance CRM Software - Accounting CRM Software
Connecting people, systems, and processes to streamline IT, boost efficiencies, and strengthen
customer relationships
Microsoft Dynamics CRM provides an easily customizable, scalable platform and widely adopted,
easy-to-use tools that can integrate with current systems, helping insurance companies and
intermediaries increase productivity, grow revenue, and strengthen customer trust.
Microsoft Dynamics CRM is a powerful platform insurance CRM software that helps carrier agents and brokers
attract and retain profitable customers and deliver superior service with a consolidated
view of customer data across distribution channels and lines. Microsoft Dynamics CRM
delivers business workflow tools that help standardize processes, and in-depth, real-time
analytics that drive targeted cross-sell and up-sell activities and campaigns.
Insurance carriers recognize the need to drive profitability through increased efficiency,
and to strengthen loyalty among their customers, agents, and brokers. They’re willing to
invest to increase customer/agent value and efficiency. They’re seeking solutions that
can help them:
- Become more transparent and customer-focused.
- Connect and extend current investments in legacy systems and applications
(They’re not looking to replace, and are wary of large, complex solutions. They’re more
open to considering solutions like Microsoft Dynamics CRM that can be purchased and
implemented in manageable projects)
- Deliver collaborative experience in call centers and across distribution channels
by offering service representatives and agents 360-degree views of their customers
- Aggregate and analyze data and push it out to the agents, brokers, compliance officers,
claims administrators, underwriters, and service representatives so they can deliver
targeted, personalized service and identify/seize cross-sell/up-sell opportunities
- Enrich agent, broker, and end-customer client Internet sites so they can improve
efficiencies and satisfaction levels through self-service channels
- Employ workflow to automate previously labor-intensive and risk-prone processes
- Automate regulatory processes and reporting to help ensure compliance with regulatory
requirements
- Avoid repetitive, low-value interactions
Microsoft Dynamics is emerging a “go-to” solution in the insurance industry as many large
enterprises, such as Allianz, AXA, Endsleigh, and ING are choosing to implement Microsoft
Dynamics CRM and other Microsoft® technology platform solutions because of their
adaptability, agility, ease-of-use/user adoption, and low TCO.
When we can get our foot in the door enough for developers to take a close look at the Microsoft .NET Service
Oriented Architecture (SOA) and Microsoft Visual Studio® development system, they learn
how easy it is to integrate into disparate legacy and application tier technologies and
snap our client tier technologies (like Microsoft SharePoint® Server and Microsoft Dynamics)
into processing tiers, they realize a Microsoft solution can reduce deployment risk and
increase time-to-market for new functionality.
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Case Studies
The Williamson Group
BHH Benefits
For More Information
Gillian Martin - Partner
(905) 946-1066
gmartin@bdo.ca
Additional Resources
Microsoft Dynamics CRM For Insurance Brochure
About BDO Solutions
BDO Solutions helps small, medium and large organizations align
Microsoft and WennSoft® technology
to their overall business strategies. We specialize in implementing
Microsoft Dynamics NAV,
Microsoft Dynamics GP,
Microsoft Dynamics CRM,
WennSoft®,
Prophix CPM and
TARGIT Business Intelligence,
enabling our clients to streamline their business processes and improve overall
operational efficiency.
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