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    • D365 Sales Automation
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  • D365 Sales Automation
  • D365 Customer Service
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MICROSOFT DYNAMICS 365 CRM FOR INSURANCE

MICROSOFT DYNAMICS 365 CRM FOR INSURANCEMICROSOFT DYNAMICS 365 CRM FOR INSURANCEMICROSOFT DYNAMICS 365 CRM FOR INSURANCE

D365 CRM for Insurance: Policy management, claims processing, agent tools, customer engagement, sales optimization. 

Book a Demo

MICROSOFT DYNAMICS 365 CRM FOR INSURANCE

MICROSOFT DYNAMICS 365 CRM FOR INSURANCEMICROSOFT DYNAMICS 365 CRM FOR INSURANCEMICROSOFT DYNAMICS 365 CRM FOR INSURANCE

D365 CRM for Insurance: Policy management, claims processing, agent tools, customer engagement, sales optimization. 

Book a Demo

D365 SALES

Functionality for lead management, policy pipelines, renewals, prospecting, generating quotes, sales reporting and dashboards for enhanced performance tracking and analysis. 

Accelerate your Sales

D365 CUSTOMER SERVICE

 Functionality for case and complaints management, 360-degree policyholder view, self-service portal for policy holders, Outlook integration, and knowledgebase articles.  

Enhance Customer Service

D365 MARKETING

 Offers targeted campaigns with policyholder segmentation, personalized interaction via email, SMS and web pages, and event management.   

Optimize your Marketing

POLICY HOLDER INSIGHTS

 Predictive models, lifetime value analysis, customer churn analysis, dashboards and personalized recommendations.

Gain Policyholder Insights

D365 CONTACT CENTRE

A standalone contact centre as a service (CCaS) solution that improves your policyholder experience through omnichannel support, digital self-service, IVR, intelligent routing, AI assistance, knowledge management, call recording and transcription, sentiment analysis, and service reports and dashboards. 

Elevate your customer experience

GET MORE INFORMATION ON D365 CRm for insurance

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 For more information on implementing Microsoft Dynamics 365 CRM for Insurance for your business, please email us at info@unifydots.com. 

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