Microsoft CRM for Insurance
Business challenges in the Insurance Industry
The competitive nature of the insurance industry results in an increased need for business agility and technology solutions that are both innovative and cost effective. Today's insurance companies face multiple challenges:
- Satisfying and retaining customers
- Updating legacy systems
- Integrating segregated business processes
- Streamlining business processes
- Managing IT costs
- Developing and maintaining business agility
Pythagoras has developed a number of platforms based around Microsoft CRM for the Insurance industry to help solve the above challenges for both Commercial Insurance companies and Insurance brokers. We have also developed templates for Underwriters and Reinsurance companies.
Microsoft CRM for Commercial Insurance companies
Microsoft CRM for Insurance Brokers
Book a webinar or demo today
If you are not sure which version suites your organisation, simply email us at info@pythagoras.co.uk, or call 0845 850 1550, and we can organise a web demo or demonstration based around your requirements.
Today's insurance companies certainly face a daunting challenge in maintaining and increasing their competitive edge. But by focusing on three key imperatives — gaining a unified enterprise view of customers, retaining customers with great service and controlling costs and improving inefficiencies — insurance companies can turn challenges into strategic competitive advantage and enhance their long-term viability and profitability. Microsoft CRM for Insurance allows companies to radically change the way they work and helps streamline operations for that competitive edge.
10 other reasons why Microsoft CRM will help add value to your operations.
Book a webinar or demo today for Microsoft CRM for Insurance
To see Microsoft CRM for Insurance in action, simply email us info@pythagoras.co.uk to organise a webinar or demo so you can see how this unique product can add value to your operations. Microsoft CRM for Insurance can be linked into your existing applications or systems to offer a new way of working.
Benefits and Features of Microsoft CRM for Insurance
- Track Complex Relationships between wholesalers, distributors and third parties
- Improve user productivity
- Comprehensive organisation, contact, and deal tracking to enable you to see everything about your customers
- Profitability driven account planning
- Award-winning relationship management and contact management
- Powerful Queries and Groups
- Dashboards and Analytics
- Marketing automation
- Workflow and Process automation that will automate key business processes in the business
- Full range of Business alerts
- Powerful Analytics, Dashboards, Reporting and Business Intelligence
- Full integration with Outlook, Email, Office suite, Lotus Notes.
- Comprehensive Mobile and Wireless options, via Laptop, PDA, web or Blackberry
- Ability to integrate with Back office and other trading systems