Insurance Agencies are more customer-centric and focus on service excellence to retain existing customers and gain new ones by improving operational efficiency. While focusing on optimizing their sales process to gain new customers, insurance companies try to build stronger customer relationships through personalized services and products. It is where Microsoft Dynamics CRM can help insurance companies effectively manage and optimize customer data to boost productivity.

Microsoft Dynamics Insurance CRM equips agents, brokers, sellers, and sales representatives with a 360-degree view of customer information in real-time. It automates and streamlines the whole operations in a single management tool to improve productivity and reduce operational costs. Handling customer data is one of the main challenges in the insurance business that is essential to monitor risks and track customer interactions.

Microsoft Dynamics CRM for insurance provides several add-ons for insurance companies on a single platform for extraordinary customer services. Insurance agencies can maximize their profitability by offering personalized offers and services to their existing customers. It will help them to boost customer retention and mitigate risks to effectively monetize more customer data. With Microsoft Dynamics CRM for insurance, you will get the followings:

• Communication Centre Agent dashboard
• General Insurance Calculators
• Claim Tracking Solution
• Agents and public customer portal logins
• Dynamic Case Management Solution
• Digital Onboarding Solution
• Artificial Intelligence tools to read client behaviors to push targeted marketing
• Marketing Automation

Microsoft Dynamics Insurance CRM platform is flexible and easy-to-use that enables various benefits to agents, brokers, sellers, sales representatives, and managers for better performance. To be more specific, it offers the following key benefits to streamline the workflow for more productivity:

Increase operational efficiency

It enables a 360-degree view of whole customer data for everyone involved in the process that lets them access it anytime from anywhere. Its streamlined data management solution eliminates redundancies and increases operation efficiency at all levels with reduced overall cost.

Optimize the sales process

The main goal of any insurance agency is to bring more customers on board to generate more leads and sales. Microsoft Dynamics CRM for insurance helps managers to view customer preferences and buying behavior to capitalize on various sell opportunities.

Monitor performance

Dynamics insurance CRM enables managers to track and monitor the performance of each agent on their personalized dashboard. It also lets them provide essential training to execute various measures and increase customer satisfaction.

Centralized information

It offers a better user experience for everyone with centralized information for easy access. Staff and agents will have role-based access to their personalized dashboards to execute their responsibilities. They can have access to customer data, performance history, key relationships, and preferences to make the right decisions for better productivity.

Automate the workflow

Insurance CRM solution eliminates paper-based processes and applications. It speeds up the whole process through digital channels to save time and energy. Everything right from policy applications, approval, underwriting, policy issuing, claims processing, dialogs, alerts, to payment management can be done through a robust and automated workflow.

These are some key points on how Microsoft Dynamics Insurance CRM can help insurance agencies to automate their whole operation on a single platform. It boosts performance and productivity at all levels to get better results. You can easily implement Dynamics CRM for insurance solutions into your existing systems with the help of a certified Microsoft Dynamics Partner to streamline your insurance business.

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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.