Insurance Agent/Broker Services
Microsoft Dynamics CRM offers special value to insurance agents, brokers, claims
adjusters, and customer service personnel to assist with enhanced service delivery,
help you identify new opportunities, and market more effectively.
- Provide a holistic view of the customer to see past interactions, policy information,
renewal dates, and opportunities to sell additional products and services.
- Identify high-value customers and develop appropriate, targeted marketing campaigns.
- Embed and support insurance-specific workflows to promote the behavior that you
want your agents and brokers to follow.
- Import data from other systems and use business intelligence capabilities to create
dashboards and reports for agent and broker productivity, new business success,
customer loyalty, claims processing, and other activities.
- Easily incorporate regulatory and compliance changes.