Microsoft Dynamics for Insurance Brochure
Microsoft Dynamics CRM for Insurance Composite
Microsoft Dynamics CRM for Insurance Fact Sheet
Microsoft Dynamics CRM for Insurance White Paper
Microsoft Dynamics CRM Mobile Insurance White Paper
Microsoft CRM for Insurance Brokers
"Insurance brokers and
intermediary business owners are looking to provide a one stop shop
for their clients whilst developing successful relationships with
insurance carriers who will support their business strategy and
growth plans"
Insurance brokers operate in a
complex product environment where personalised service - achieved
through intimate knowledge of customers and their histories is
critical to making sales and increased retentions.
As insurance options broaden and
products grow more complex, customers seek superior, personalised
service more than ever. Leading insurance brokers understand they
must infuse their offerings with innovation and in-depth client
understandings to help them succeed.
Today many brokers rely heavily on
back office solutions for transacting business and managing scheme
and policy; whilst efficient back office systems are vital for
existing book business, brokers are not able to make quick and
accurate business decisions on business development activities,
from marketing to cross selling and up selling and acquisition of
new clients due to poor client knowledge and general market
trends.
Pythagoras has developed a suite of
solutions based around Microsoft CRM for Insurance brokers to help
insurance brokers and intermediaries solve the above challenges and
implement crucial management initiatives based upon shared
knowledge, visibility and enhanced client understanding and
management.
See solutions for your business by clicking below
