Today’s insurers are constantly looking for tools and solutions that can help them follow a customer-centric approach and improve their productivity. Insurance CRM launched by Microsoft is the ultimate all-in-one package solution that allows insurers to maximize the profitability of each customer by offering custom offers and personalized services that eventually enhance customer satisfaction and build trust. In this post, you will learn why Microsoft Dynamics CRM for Insurance is the ideal solution for any insurance company.
1. Familiar Microsoft Outlook UX
Microsoft Dynamics CRM especially designed for Insurance enables employees of an insurance company to use applications that they are already well-versed with Microsoft Outlook. This CRM comes with Native Microsoft Outlook User Experience which makes it easier for your employees to adopt it and thereby, reduces cost and time on training.
2. Role-Based Access to Features
This Insurance CRM empowers your employees correctly and precisely as it provides your staff with role-based access to customer history, preferences, key relationships, support records, and profitability. This ultimately helps your employees increase client confidence and boost their efficiency.
3. Automate and Streamline Processes
Insurance CRM provides the flexibility of workflow automation. It decreases the business of your employees by automating paper-based processes, simplifying policy applications, streamlining approvals, and expediting the issue resolving process. Apart from this, the CRM also helps your insurance company to streamline underwriting, policy issuing, and claims processing with guided dialogs and alerts.
4. Powerful Analytics for Better Informed Decisions
The top advantageous feature of Insurance CRM is that it equips your sellers and brokers with powerful, contextual analytics, and key performance indicators on new policies, claim processing, client interaction, and more. As such, it helps your people to provide more insightful and updated information to your customers. Thereby, it also allows your customers to make many better-informed decisions. It helps your front-line people (who deal with clients and customers directly) to keep up with the business updates through easy-to-use and real-time dashboards that provide insight into various things, such as risk exposure, sales activities, sales performance by region, branch, and agents.
5. Expedited Sale Process
Microsoft Dynamics CRM for Insurance by Microsoft gives your agents and brokers an edge by providing real-time alerts and targeted recommendations depending on the customer information. Hence, your people can easily take the maximum benefit of available opportunities to cross-sell products in a better way, provide your customers with more personalized offers, and manage policy renewals properly. It empowers your selling process by equipping your team with collaborative tools and a centralized platform for entire customer information.
6. Remote and Mobile Access
In the insurance industry, the number of mobile employees is huge. Insurance CRM also provides information access to your remote and mobile employees using different mobile devices. They can get the entire client and product information, contact customers, receive alerts, and do more with this tool. Microsoft Insurance solution also helps insurance advisors get better prepared with access to customer data, preferences, and account holdings regardless of their location.
Microsoft Dynamics CRM for Insurance provides much more than these features so that an insurance company can easily handle compliance management, marketing, deep integration, and customization. Thus, if you are an insurer and looking for something that can help you increase customer satisfaction and boost the efficiency of your employees, then Microsoft Dynamics CRM for Insurance is the ideal choice for you.
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Global iTS is a leading Microsoft Dynamics 365 ERP and CRM Partner with offices all over GCC (Bahrain, Saudi Arabia KSA, Oman “Muscat”, UAE “Dubai”, and Kuwait), with domain expertise in Financial Services Sector Digital Transformation like” Retail Banking, Commercial Banking, Insurance Providers, Private Equity, and Investment Banking.
