Microsoft Dynamics 365 Customer Service for Insurance Consulting Offer

Unify Dots' CRM for Insurance for Customer Service is designed to help insurance providers evaluate and implement Microsoft Dynamics 365 Customer Service to modernize support operations, improve policyholder satisfaction, and reduce case resolution times.

We are offering Envisioning Workshop consulting services to help insurance providers explore future-ready customer service solution using Microsoft Dynamics 365 Customer Service. This workshop focuses exclusively on strategic planning and solution envisioning. During the workshop, we collaborate with your team to:

• Assess current customer service challenges and pain points
• Define a future-state vision tailored to the insurance industry
• Explore key capabilities such as automation, intelligent case management, and self-service tools
• Identify high-impact use cases and success metrics
• Provide a roadmap or proof of concept to validate business value before any full-scale investment

This engagement is ideal for insurance organizations looking to modernize customer support and make informed decisions about CRM adoption.