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CRM FOR INSURANCE ADVISORS AND BROKERS

Insurance organisations of all types and sizes trust Microsoft Dynamics 365 to store and manage their business-critical operational data, storing their data safely and securely in the cloud, ISO and actuary compliant.

Using one of Microsoft’s prebuilt accelerators allows companies to take advantage of many of the typical insurance pains, and use stories available enabling companies to quickly build and deploy a solution that’s right for them without limitation. 

Using tailor-made Insurance attributes within the MS Insurance vertical, Microsoft Dynamics empowers your business and employees using streamlined processes, which will free up your staff to concentrate on giving exceptional customer service. 

The MS Dynamics 365 interactive Agents/Brokers’ database-driven CRM lets advisors and brokers manage the entire client relationship life-cycle in one place, and covers many different types of insurance, these include but are not limited to:

  • House insurance
  • Life insurance
  • Personal indemnity insurance
  • Liability insurance
  • Car Insurance

Advisors and Brokers CRM facts you need to know:

Portals are paramount for Agents/Brokers to impress clients and can be themed to look like your website, but will act as a single point of contact for customers to:

    • Fill out applications for on-boarding securely.
    • Update personal details.
    • Input documentation pertaining to claims securely.
    • Follow claims progress reports simply.
    • Access insurance documentation

Your portal will be fully integrated with MS Dynamics 365 CRM, so changes and documents added will sit directly in the client’s portfolio, with all interactions in chronological order and visible real time.

Web-based portals are also protected by the same level of security, as they come under the hub of Dynamics 365, which Microsoft spends billions to keep secure.

GDPR and ISO standards are upheld using MS Dynamics 365, as it has a UK-based cloud. Client protocols are protected by mission-based access, so if, for example, an employee leaves, access to their files can be switched off immediately at source.

Remote working operators will also be under the ‘hub’ of Dynamics, keeping all data secure. Integration with SharePoint also means access can be limited/granted at document level.

Store, view and update information about all of your contacts, including prospects, clients, former clients, colleagues, and personal and professional relationships, from one dashboard giving you a 360-degree view of all. 

Advisors and Brokers digital transformation facts you need to know:

Leads/Enquiries can be captured from your website or from email and then be ‘routed’ to the correct department based on pre-set rules.

Automate email replies based on rules, so the customer journey is enhanced. Enable 24/7 service with Chat bots that triage customers to the correct team for their enquiry.

    • Utilise ‘email tracking’ for all communications, this is particularly useful when generating and tracking quotes sent. Then set rules to measure completions, or prompt the client to accepting the quote.
    • Add tasks and events related to any contact, and quickly see upcoming tasks and events on the CRM calendar.

Check on the progress of client account applications, and view detailed information about your current clients from one dashboard.

Documentation can be auto-signed using close integrations with DocuSign or Adobe Sign. On completion, the next action can be automated to prompt operators to call, or add a directive to a calendar.

Microsoft Dynamics 365 Sales Insights takes data held on customers, clients, leads and opportunities and combines it with Microsoft AI to get in-depth information to drive efficiencies in the sale process. By automatically scoring leads and grading them based on quality, Sales Insights predicts the likelihood of conversion and triggers can then be set for operators to reach out to contacts.

Updates on customer records, for example, when the customer updates their next of kin, can trigger up-sells. For more information on this, please see our Why Insurers are Embracing Cloud Computing in 2021 blog, with inset video example.

Working as a team will have complete transparency as all correspondence with clients will be viewable in chronological order. Jobs routed from department to department will show a clear history of all pipeline activity.

Accounts departments can access more in-depth knowledge, which is protected by access-based permissions, to see cost of sale and profitability.

MS Dynamics 365 and the Power Platform Apps can align data silos, encourage collaboration across the board and create a secure and efficient Insurance Advisor and Broker solution. Read more on the technical aspects, and entities that are insurance specific, our Insurance vertical page.

For further information on Automated processes please refer to our Business process automation page, which has diagrammatic examples.

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