Policy Management
Create and maintain detailed policyholder profiles, including contact/account information, communication history, and preferences. View new business and renewal opportunities associated with a policyholder. Build an organization chart with ease with simple drag-and-drop actions, to better understand your client’s organization structure. Call policyholders and leads using Microsoft Teams within D365.
Policy Renewal
Perform policy tracking and renewal management and monitor policy lifecycle stages. Track policy renewals through a workflow. Generate renewal quotes that can automatically be emailed to customers and also made available on the customer portal.
New Insurance Business Opportunities
Capture and track insurance leads from various sources from contact to close. Scan the business cards of your prospective customers and leads from events and tradeshows to automatically record their basic information in D365. Automatically assign leads and opportunities to the right producer/ insurance broker. Customize and define the stages of your sales process.
Set up automated follow-up actions to ensure timely and consistent engagement with leads. Enable collaboration among sales teams by sharing lead information and insights. Use automated rules to prevent the creation of duplicate leads.
Gain full visibility of your sales pipeline for insurance policies, tracking the progress of new policies and inquiries. Prioritize new business opportunities using scoring models.
Sales producers can view their YTD, MTD sales numbers, and view their current tasks, appointments and sales pipeline in a single home page.
Producer Performance Tracking
Set and track sales goals for individual producers and sales teams with key metrics such as revenue, number of new policies over a time period. View goal to actual progress through charts. Be able to roll up goals into districts, zones and regions to track sales manager performance. Gain insight from Microsoft Dynamics 365 Sales on what opportunities can help close the gap.
Sales Reporting
Gain insights into performance metrics such as new policies sold, premium growth, and client retention with easy-to-read charts and graphs. Use different views to monitor the pipeline such as focused view and Kanban view. Forecast sales revenue using native AI in Microsoft Dynamics 365.