Best Insurance CRM Software
Soluzione delivers an easy-to-use CRM system that drives agency productivity. Our Dynamics 365 CE based solution helps you increase efficiency and provides a platform to deliver exceptional client experience and superior customer service.
Insurance agencies and brokers manage a multitude of complex relationships with many variables and options that require a higher level of organization. Agencies need to remain competitive in the digital era by increasing productivity, reduce administrative tasks, and streamline agency operations that broker – Personal Health Insurance, Employee benefits solutions, including group benefits, health, individual life and financial services.
Soluzione works with Insurance Brokers in adopting Microsoft Dynamics 365 CRM by configuring and custom implementing User Experience, Workflows, Reports and Self-services Portals & Mobile Apps. Insurance CRM implemented by Soluzione empowers insurers with digital capabilities to provide superior customer experiences.
Why Implement Dynamics 365 CE for Insurance with Soluzione?
We implement accelerated custom solutions designed by insurance experts with significant domain experience in the Insurance industry. Our Dynamics 365 CRM implemented for Insurance includes Dynamics 365, LinkedIn, Azure, Power Platform, AI, Machine Learning, Microsoft One Common Data Layer, and the innovative Microsoft Cloud Platform.
We leverage Microsoft Business Applications, PowerPlatform and add-ons for insurance to help organizations deliver best-in-industry customer experiences. This enables facilities like customer self-service portals with automatic quote generation workflows and calculators as well as efficient third-party integration.
What will a CRM for Insurance built by Soluzione achieve?
Each insurance agency needs to differentiate and become an agent of choice for its customers. Offering a superior Digital experience has become imperative to help differentiate and provide a faster means to deliver the insurance solution which meets complete customers’ requirements. Team Soluzione works with insurance agencies to implement and customize a robust insurance customer lifecycle management system suited to the agencies’ vision and operational requirements. Some of the solution benefits are listed below.
Robust Access to Customer Data & Insurance Policy Information
- Intuitively View policy information from a global or client perspective with intuitive drill-down capabilities.
- Effectively manage AQP (Agent Quote Processing), RFP Response (Request For Proposal), policy rates and carrier plan information.
- Replicate policy and rate information from one year to the next.
- Capture insurance rate plan templates and contribution amounts across each client and policy coverage type.
- Leverage existing investments in technology and education with tight integration of Microsoft Outlook, Word, Excel and SharePoint.
- Embed and support insurance specific workflows to promote the behaviour agents need to follow and eliminate time-consuming administrative tasks.
- Easily access Microsoft Dynamics CRM from within Microsoft Outlook or any internet connection.
Improve Sales Effectiveness with CRM for the Insurance industry
- Identify new clients and up-sell, cross-sell opportunities and value to existing clients.
- Enable targeted marketing campaigns to various customer segments.
- Dashboards and on-demand reporting for agent and broker productivity, new business pipeline, customer loyalty and year-to-date commissions vs. expected sales goals.
Streamline Client Interactions with the Best CRM software
- One-button export of carrier plans to Microsoft Excel for quick plan comparisons and RFP creation.
- A Complete view of Leads, Prospects, Clients and Carriers including all future and past interactions across every agency touchpoint.
- Effectively manage support cases by issue category, policy, client, carrier, producer or contact for a real-time global view of all service issues.
- Gain visibility into client specific support so you can clearly quantify and articulate the value your agency provides for each client.
- Track and store electronic documents for consistent and logical record management and retrieval.
Effective Commission Tracking using CRM Software for Insurance Agents
- Easily manage your incoming carrier commissions and outgoing producer commission payments in one system.
- Manage commissions from a global perspective or drill down into the policy, carrier, or producer split details.
- Import monthly carrier statements for quick reconciliation of expected commission payments.
- On-demand reports provide visibility into actual vs. expected commissions, producer commissions, commissions by carrier, or commissions by client.
Insurance CRM Software FAQ
Case studies show that implementing CRM in Insurance in the industry pays off more than 10 times. A good CRM like Dynamics 365 CE for insurance agencies, brokers, and carriers differentiate their offerings very effectively. Soluzione has the experience, expertise and understanding of Dynamics as well as the best practices for the insurance industry. this combination has helped Soluzione implement modern CRM for a number of insurance organizations across-world. Thus, Soluzione can become a "Partner of Choice" for a progressive insurance company.
An Insurance CRM software gives you complete control over leads, potentially helping insurance agents sell more policies and policy renewals. CRM for insurance is a platform that allows you to increase the conversion rate as well as helps you gain more premiums like never before. CRM Software can help Insurance Agents optimize as well as grow their practices.
MS Dynamics 365 CRM is used by Insurance Companies because it helps them reduce cost, manage customer relationships, track leads, as well as view all the data in action from within the CRM system. Dynamics 365 CRM for Insurance Industry enables companies to automate various business processes that consume a lot of manual effort.