365ยบ view
Visual and temporal representation of all interactions with configurable and detailed information.
BUSINESS SOLUTIONS
The right CRM solution for the Insurance Industry
myCRM for Insurance is a vertical application for the insurance sector, built on Microsoft Dynamics 365 Sales®, which aims to support CRM processes according to the best market practices, offering a centralized and consolidated view of the customer.
It is a solution that "speaks the language of insurance" and aims to add specific functionalities that are common to this sector.
Benefits Benefits Benefits Benefits
Dashboards in Power BI
Operations and monitoring dashboards, with KPIs relevant to the insurance business.
Alert management
Flexible and configurable alert system that gives users autonomy and the ability to anticipate actions.
Features
Relationship Management
— Relationship management with all entities relevant to the sector: prospects, clients, insurers, intermediaries, beneficiaries, partners and agents
Sales Promotion
— Sales process, from lead to quote and closing the deal
— Integration of all communication and documentation generated during the process
— Product portfolio for sales prospecting purposes
— Management of business objectives and forecasts
Business Management
— Insurance Policies
— Premium receipts
— Coverages
— Risk objects
— Claims
— Tickets
AI Functionalities embedded with Copilot
— Email writing suggestions
— Interaction summaries
— Support in preparing meetings
— Lead scoring and opportunity scoring
— Lead qualification
Marketing Management
— GDPR
— Segmentation
— Campaigns with customers and potential customers
Transversal Functionalities
— Integration with Office 365 (Outlook, SharePoint, Excel)
— Synchronization with external applications via API for accounts, contacts, policies, receipts and claims
Find the right CRM solution for your business.
Visit myCRM for Insurance
Visit myCRM for Insurance