MICROSOFT DYNAMICS 365 CRM FOR INSURANCE
CRM solution that streamlines policy renewals, reduced cost to acquire a new customer and nurture of existing policyholders.
CRM solution that streamlines policy renewals, reduced cost to acquire a new customer and nurture of existing policyholders.
Provides lead automation, new policy pipeline, policy renewals, prospecting, and personalized product recommendations for cross-selling.
Functionality for case and complaints management, 360-degree policyholder view, self-service portal for policy holders, Outlook integration, and knowledgebase articles.
Offers targeted campaigns with policyholder segmentation, personalized interaction via email, SMS and web pages, and event management.
Predictive models, lifetime value analysis, customer churn analysis, dashboards and personalized recommendations to enhance revenue and customer retention.
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