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.

Dynamics 365 for Insurance Industry

For insurance businesses in UAE, Dynamics 365 offers following features-

  • Insurance contracts management
  • Claim management
  • Insurance package sales
  • Employee and agent management
  • Customer insights
  • Real-time upsell and cross sell guidance
  • Sales pipeline management
  • Connected Department
  • Outlook synchronization

Dynamics 365 is highly customizable

Unlike other industry, insurance industry has no physical products. Rather there is long trail of paper work for resellers, brokers, and other B2B partners. The insurance industry heavily relies on data works- reporting, policy, client, claims, quotes, reinsurances, etc.) Hence a good business repository is important.


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