Insurance

More than just database management, Dynamics 365 for Insurance offers firms the opportunity to integrate all their line of business applications within one easy to use, easy to manage, easy to afford environment.

An intuitive, easy to use, reliable, centralised and shared database of Companies (brokers, insurers and service providers) together with Contacts

• Import and analyse data – generating business intelligence on premiums written
• Ability to record any type of activity and track associated documents
• Generate invitations and mail-outs, manage events
• Provide a reliable security model
• Access, analyse and report on information

With “one system” for marketing, policies and claims, achieve new levels of productivity through:

• Quicker access
• Easier communication
• Easy to learn and use
• Functional, easily customised
• Integrates SharePoint for Insurance document and activity/email management
• Delivers new innovation
• Drives excellence