We have been delivering solutions for Insurance since 2005
The expertise and industry knowledge held within our Financial Services team has enabled us to deliver solutions built on Microsoft Dynamics 365 for some of the leading names within the market.
With regular presence at leading conferences such as BIBA, we are always on hand to advise and educate our new and existing customers on the latest industry updates & technology.
Our flexible methodologies combined with our specialist team of IT consultants, ensure our approach always works for our customers.
Furthermore, our end-user focus maximises adoption and helps immediate return on investment for your organisation.
We deliver solutions solely across the Microsoft Stack including Microsoft Dynamics 365, Office 365 and SharePoint.
Our expertise can ensure you leverage any existing Microsoft investment, reducing total cost of ownership and providing a familiar experience for all users.
Our solutions built on Microsoft Dynamics 365 enable organisations to bring key broker information into one central place, removing silo data and providing that critical single view.
In a single view you can be informed & educated about your brokers & their performance.
Enable a collaborative culture across your organisation.
Enhance productivity and ease of reporting.
At the click of a button run company financial reports and dive into real-time dashboards enabling you to quickly identify trends and top performing brokers.
Manage and report easily on broker and business development team activities.
Automotive processes to improve services.
Easily highlight trends in real time and build pipeline success.
Run custom reports for the senior team in minutes, not hours.
We are much more informed about our brokers now, the information we have at our fingertips is priceless.
Broker Strategy & Performance Director
Empower your sales team to work on the move, freeing up time to close new business.
View and update key records while on the move, from any device.
Present live reports and dashboards in meetings via your mobile device.
Spend more time closing business with brokers, less time on admin tasks.
Stay in touch with your team via exchange online and Skype for Business.
Deliver connected, targeted campaigns across traditional and digital vehicles.
Easily plan, execute, and report on campaigns from one central place.
Manage your online brand presence, proactively communicate and measure sentiment with Microsoft Social Engagement.
We now have one location for all our key information regarding our members. We used to have many contact records for the same person and they would be out of sync completely.
Head of IT
With Office 365 and SharePoint for Insurance.
Secure file sharing and document management with SharePoint.
Break down geographical silos with instant messaging and presence.
Create your own virtual boardroom with Skype for Business HD video conferencing.
Promote information sharing and transparency across the organisation with the Yammer enterprise social network.
Centrally stored information and workflow management allow seamless broker auditing and compliance.
Automation and alerts allow for faster, smarter broker on boarding.
An intuitive user experience enables business development teams to spend less time on admin and more time creating new business.
Access the intranet and related Office 365 apps on the move, via any mobile device. Maximising collaboration.
Personalise your intranet to your brand, maintaining brand values and guidelines that your employees recognise.
Intranets by Valo are quick to implement, allowing time and budget to be spent on user adoption and training.