Driving Productivity and Revenue Opportunity in Insurance
We have been delivering solutions for Insurance since 2005
Our Industry Knowledge
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 Approach
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.
Our Technical Expertise
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.
Broker Database
In a single view you can be informed & educated about your brokers & their performance.
Broker Communication
Enable a collaborative culture across your organisation.
Financial Reporting
Enhance productivity and ease of reporting.
Pipeline Management and 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.
Insurance CRM
Manage and report easily on broker and business development team activities.
Financial Management
Automotive processes to improve services.
Pipeline Financial Services
Easily highlight trends in real time and build pipeline success.
Reporting
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.
Work Anytime, Anywhere, Anyhow with Mobile Working
Empower your sales team to work on the move, freeing up time to close new business.
Mobile Access to Key Information
View and update key records while on the move, from any device.
Live Reporting and Presenting
Present live reports and dashboards in meetings via your mobile device.
Increased Productivity
Spend more time closing business with brokers, less time on admin tasks.
Stay Connected 24/7
Stay in touch with your team via exchange online and Skype for Business.
Broker Marketing and Communications
Marketing Campaign Management
Deliver connected, targeted campaigns across traditional and digital vehicles.
Centralise Planning and Execution
Easily plan, execute, and report on campaigns from one central place.
Target Your Audience
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.
Enhanced Collaboration and File Sharing
With Office 365 and SharePoint for Insurance.
Document Management with SharePoint
Secure file sharing and document management with SharePoint.
Instant Messaging with Skype for Business
Break down geographical silos with instant messaging and presence.
Video Conferencing with Skype for Business
Create your own virtual boardroom with Skype for Business HD video conferencing.
Enterprise Social Networking with Yammer
Promote information sharing and transparency across the organisation with the Yammer enterprise social network.
Further Benefits Include:
Audits and Compliance
Centrally stored information and workflow management allow seamless broker auditing and compliance.
Seamless Broker On-boarding
Automation and alerts allow for faster, smarter broker on boarding.
Reduce Admin Costs
An intuitive user experience enables business development teams to spend less time on admin and more time creating new business.
Drive internal communications and collaboration with SharePoint Intranets for Insurance by Valo
Any device, anywhere
Access the intranet and related Office 365 apps on the move, via any mobile device. Maximising collaboration.
Your intranet, your brand
Personalise your intranet to your brand, maintaining brand values and guidelines that your employees recognise.
Rapid implementation
Intranets by Valo are quick to implement, allowing time and budget to be spent on user adoption and training.
Some of the Insurance organisations we work with
Our experts work with Insurance organisations on solutions across Microsoft technologies.
