Pool Reinsurance

Pool Re originally introduced Microsoft Dynamics CRM in 2015 to provide a central platform for membership management. Pool Re’s members include most insurers providing commercial property and consequential loss insurance in the UK.

The initial rollout of Microsoft Dynamics CRM enabled Pool Re to bring its key membership data into one place, reducing data duplication and giving enhanced visibility of communications across their Membership team.

Pool Re and Pythagoras recognised the value that could be gained through automation, so began work to create
a seamless and automated way of processing membership renewals.

Using Azure, Pythagoras created a smooth integration to Business Central (Pool Re’s finance system), to give a joined-up view of all elements of member engagement. Pool Re also began using Experido and Docusign alongside Dynamics 365, enabling their team to deliver automated, paperless membership renewals.