Best Insurance CRM Software

Soluzione delivers an easy-to-use CRM system that drives agency productivity. Our Dynamics 365 CE based solution helps you increase efficiency and provides a platform to deliver exceptional client experience and superior customer service.

Insurance agencies and brokers manage a multitude of complex relationships with many variables and options that require a higher level of organization. Agencies need to remain competitive in the digital era by increasing productivity, reduce administrative tasks, and streamline agency operations that broker – Personal Health Insurance, Employee benefits solutions, including group benefits, health, individual life and financial services.

Soluzione works with Insurance Brokers in adopting Microsoft Dynamics 365 CRM by configuring and custom implementing User Experience, Workflows, Reports and Self-services Portals & Mobile Apps. Insurance CRM implemented by Soluzione empowers insurers with digital capabilities to provide superior customer experiences.

Boost sales, customer retention and policy renewals with Best Insurance Software for Insurance.

Why Implement Dynamics 365 CE for Insurance with Soluzione?

We implement accelerated custom solutions designed by insurance experts with significant domain experience in the Insurance industry. Our Dynamics 365 CRM implemented for Insurance includes Dynamics 365, LinkedIn, Azure, Power Platform, AI, Machine Learning, Microsoft One Common Data Layer, and the innovative Microsoft Cloud Platform.

We leverage Microsoft Business Applications, PowerPlatform and add-ons for insurance to help organizations deliver best-in-industry customer experiences. This enables facilities like customer self-service portals with automatic quote generation workflows and calculators as well as efficient third-party integration.

What will a CRM for Insurance built by Soluzione achieve?

Each insurance agency needs to differentiate and become an agent of choice for its customers. Offering a superior Digital experience has become imperative to help differentiate and provide a faster means to deliver the insurance solution which meets complete customers’ requirements. Team Soluzione works with insurance agencies to implement and customize a robust insurance customer lifecycle management system suited to the agencies’ vision and operational requirements. Some of the solution benefits are listed below.

Robust Access to Customer Data & Insurance Policy Information
  • Intuitively View policy information from a global or client perspective with intuitive drill-down capabilities.
  • Effectively manage AQP (Agent Quote Processing), RFP Response (Request For Proposal), policy rates and carrier plan information.
  • Replicate policy and rate information from one year to the next.
  • Capture insurance rate plan templates and contribution amounts across each client and policy coverage type.
  • Leverage existing investments in technology and education with tight integration of Microsoft Outlook, Word, Excel and SharePoint.
  • Embed and support insurance specific workflows to promote the behaviour agents need to follow and eliminate time-consuming administrative tasks.
  • Easily access Microsoft Dynamics CRM from within Microsoft Outlook or any internet connection.
Improve Sales Effectiveness with CRM for the Insurance industry
  • Identify new clients and up-sell, cross-sell opportunities and value to existing clients.
  • Enable targeted marketing campaigns to various customer segments.
  • Dashboards and on-demand reporting for agent and broker productivity, new business pipeline, customer loyalty and year-to-date commissions vs. expected sales goals.
Streamline Client Interactions with the Best CRM software
  • One-button export of carrier plans to Microsoft Excel for quick plan comparisons and RFP creation.
  • A Complete view of Leads, Prospects, Clients and Carriers including all future and past interactions across every agency touchpoint.
  • Effectively manage support cases by issue category, policy, client, carrier, producer or contact for a real-time global view of all service issues.
  • Gain visibility into client specific support so you can clearly quantify and articulate the value your agency provides for each client.
  • Track and store electronic documents for consistent and logical record management and retrieval.
Effective Commission Tracking using CRM Software for Insurance Agents
  • Easily manage your incoming carrier commissions and outgoing producer commission payments in one system.
  • Manage commissions from a global perspective or drill down into the policy, carrier, or producer split details.
  • Import monthly carrier statements for quick reconciliation of expected commission payments.
  • On-demand reports provide visibility into actual vs. expected commissions, producer commissions, commissions by carrier, or commissions by client.
Offshore Microsoft Dynamics CRM Development Engagement Models
  • Ensure proper configuration by User Roles of key features to meet process requirements.
  • Ensure proper configuration by User Roles of key features to meet process requirements.
  • Ensure proper configuration by User Roles of key features to meet process requirements.
  • Ensure proper configuration by User Roles of key features to meet process requirements.
  • Ensure proper configuration by User Roles of key features to meet process requirements.
Insurance CRM Software FAQ
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Soluzione is a Team of Experts and we specialize in delivering Microsoft Business Applications through our technical expertise, understanding of varied domains with extensive experience of our team and deep passion for customer satisfaction. We believe in highest level of quality and partnership more than service to customers thus building great relationships not just for a project but for a lifetime. 


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