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We refined Dynamics 365 for insurance brokers

(26.02.2020)

For insurance brokers, we newly customized the CRM system of Dynamics 365 from Microsoft, which comprehensively covers the process of claims from A to Z. This optimized solution is designed primarily for insurance brokers with their own client base.

The primary goal of this cloud solution is to record and monitor the status of insurance claims, teamwork through shared approaches to the CRM system and the possibility of evaluating the entire portfolio of insurance contracts. Using the system setup, the consultant gets a detailed overview of a particular damage event that will provide him with brisk reactions, for example from impatient clients.

We optimized the solution together with and based on the specific requirement of the top financial advisor Jiří Brož (holding the EFA certification), and we firmly believe that we have managed to refine the solution for the insurance industry.

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Mgr. Lenka Svrčinová

Head of Strategic Products

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