Unify Broker Data

Microsoft CRM for insurance offers special value to insurance carriers to assist with enhanced broker management, business forecasting and service delivery.

Insurance Carriers utilise the power of Microsoft CRM for insurance to help identify new opportunities, and market more effectively to their broker networks. Pythagoras has developed an advanced Insurance solution on the Microsoft CRM platform for Commercial Insurance companies which can be used across a number of disciplines including Broker relationship management, quote/ tender process and new business development.

The core solution unifies client information and enables a collaborative approach across your business; underwriters, business development and management all accessing one system thus avoiding fragmented engagements which could damage key business opportunities.

Microsoft CRM for Insurance provides the central core platform from which Commercial Carriers can launch and support a centralised market approach. Enabling cultivation and analysis of key business trends, better manage and enhance broker/ intermediary relationships and develop exciting propositions to take to market.

Microsoft CRM for Insurance is designed from the ground up to provide Commercial Carriers with a single integrated technology platform that supports multiple business channels, multiple client touch points, online client access and rapid deployment through a unique internet architecture.

Core Microsoft CRM features include:

• Sales & Marketing
• Customer service & customer relations
• Customer processing & financial Information (integration ready)
• Customer fulfilment and customer care
• Workflow quality and compliance capability

The solution is delivered in the form of a flexible standard system that can be customised in phases to meet both long-term strategic business vision and the more immediate issues. The Microsoft CRM solution for commercial carriers is a Broker/ Intermediary-centric system, with enhanced quality and availability of data, to make sure every interaction increases loyalty and satisfaction.

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To see Microsoft CRM for Commercial Insurance companies in action simply call us on 0845 850 1550 or email us info@pythagoras.co.uk to organise a demonstration 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.