Dynamics 365 for Insurance Industry

Insurance industry is always in state of flux, with new technologies, data driven processes and mostly paper laden operations bring major drivers behind this time of change. While some challenges are good-digital transformation of insurance sector has resulted the industry facing new set of challenges.

For large corporations it easy to procure an ERP, but for SMEs it comes at a huge cost. To manage the data affairs, SMEs often prefer spreadsheet. Yet again, the use of spreadsheet is susceptible to human errors, poor consolidation and is not compliant.

Additionally, the time consuming process to track down information from paper files, drives and emails results in low productivity and inefficiency.

All these loopholes are covered in Microsoft’s Dynamics 365 ERP solution suite. With Dynamics 365 insurance policy companies can keep track of insurance information.

Leveraging Dynamics 365 powerful platform enable insurance brokers to manage the relationships, workflows and business needs which are most important for their insurance agency. In short, Dynamics 365 proves to be a CRM with automated business processes and a single window for all customer interactions.