White Paper

Transforming CRM for Insurance with Dynamic 365

As carriers strive to adopt the ability to maintain sustainable customer relationships by putting their customers at the center of their business strategies, it still does not ensure 100% success.

Only the insurers who are willing to let their customers take the driver’s seat by delivering personalized customer experiences will steer through this customer-driven economy successfully.

According to a study, “every dollar spent on CRM implementation returns as much as $8.71 in ROI on overall sales revenue.” Therefore, every insurer should put in the required effort in choosing the right CRM solution.

The white paper covers the listed topics:

  • Harsh realities of insurance and CRM challenges in the industry
    For prospect management
    For policyholder management
    For producer management
  • An introduction to Dynamics 365 CRM in insurance

              Capabilities of Dynamics 365 CRM
              360-degree customer view
              Customer service
              Data privacy regulations with GDPR

              Benefits of Dynamics 365 CRM in insurance
              Strengthened relationships with policyholders
              Optimized operational efficiency
              Increased revenue

  • Next 10 years of CRM innovation continues to be customer-centric


Get full access to our detailed white paper to assess the current insurance market and Transforming Customer Relationship                               Management for Insurance with Dynamics 365.