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    • D365 Sales Automation
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    • D365 Customer Insights
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  • Home
  • D365 Sales Automation
  • D365 Customer Service
  • D365 Marketing
  • D365 Customer Insights
  • D365 Contact Centre

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

DEMOS AND WEBINARS

July 24, 2025 | DYNAMICS 365 CRM FOR INSURANCE WEBINAR

Explore how Microsoft Dynamics 365 CRM Sales and Customer Service, combined with the Unify Dots Accelerator for Insurance, helps sales teams manage leads, track opportunities, and streamline policy quoting and onboarding. For customer service, the solution supports case management, automated follow-ups, and a unified view of customer interactions to resolve issues faster. You'll also explore how AI and automation reduce manual tasks, improve SLA compliance, and deliver more consistent, personalized service across the customer lifecycle. 

EVENT SCHEDULE: 

APAC and ANZ:  July 24, 2025, 10:00 AM Bangkok | 11:00 AM Singapore | 1:00 PM Sydney | 3:00 PM Auckland. Register here. 

Americas: July 24, 2025. 1:00 PM Pacific Time | 4:00 PM Eastern Time. Register here.

Aug 19, 2025 | COPILOT STUDIO IN A DAY WORKSHOP

Copilot Studio in a Day (CSIAD) is a beginner-level training designed for everyone to learn how to respond rapidly to your customers and employees at scale, using next generational conversational assistants. No matter if you are a business expert or IT developer, you will learn to develop copilots quickly, in a single day using Microsoft Copilot Studio. Enjoy hands-on, step-by-step lab exercises that guide you through building modern copilot AI experiences for any scenario or use-case.

EVENT SCHEDULE: 

August 19, 2025. 9:00 AM - 5:00 PM Singapore Time. Register here.

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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