Implementation Of Dynamics 365 Insurance

Strengthen your insurance operations with Dynamics 365 for Insurance, a powerful solution built on over a decade of enterprise expertise.

Key benefits: 

• Reduced customer churn through prompt communication 
• Increased sales opportunities by turning abandoned purchases into sales
• Enhanced customer experience through automated complaint resolution 

The platform is well-equipped to function as an all-in-one solution for:

• Policy management 
• Claim processing
• Customer relationships

Dynamics 365 for Insurance is designed as a centralized data hub and process optimization, driving core insurance operations you wish to manage, for example: 

• Marketing 
  1. Policy renewal, email and marketing communication, lead allocation to call center, giveaway games, satisfaction surveys  
• Sales 
  1. Lead generation, lead nurturing, lead processing (abandoned purchases, future leads), offer creation, internal and external sales network management, retention of existing customers, upsell and cros-sell 
• Customer service

Communication with polyclinics (external user login with appointment visibility), claim management (documentation collection and storage), inquiry management, SLA tracking, autoreplies

PROJECT OPTIONS AND APPROACH 

To achieve a better understanding and select the optimal path, best way is to start with Analysis and Strategy: 

• Analysis
  1. Through in-depth assessments and workshops the current state will be captured, determining requirements, identifying gaps and laying a strong foundation for a tailored and effective strategy.
• Strategy 
  1. Based on our experience and expertise, you will get a designed effective solution covering all your business requirements and pain points. Solution will be explained in a comprehensive blueprint document that provides clear, actionable steps for implementation or adoption.

Based on our experience with Marketing, Sales, and Customer Service modules, we offer you a modular approach to assist with solution Implementation or Adoption:

• Implementation 
  1. Putting a plan into action and turning the blueprint into an operational reality on our platform, ensuring everything is in place for the new system to work smoothly and effectively, benefiting both the business and