Centralized Policy Holder Information
Integrate sales, marketing, and service functions, allowing your producers and service representatives to access and share complete information across departments, product lines, channels or intermediaries. Each member of the client service team has access to information that includes customer profile and history, relationships, and service records, increasing client confidence and improving office productivity. Information on prospective accounts is captured, so even if they do not accept the initial quote and move to policy origination, you can keep them as a lead and contact them again.

Producer Productivity
Collect and share deeper levels of customer knowledge to improve service levels at key points of the client relationship, such as during renewal, and to enable client-facing professionals to proactively schedule timely follow activities.

Workflow Automation
Automated alerts and customizable workflow can help your agency reduce the time required to resolve inquiries. Automated workflow streamlines processes across functional areas, such as automating policy renewals, building stewardship reports, managing RFPs or simplifying the commission tracking process.

Policy Management
Quickly view policy information from a global or client perspective with intuitive drill down capabilities into rates and plan data information.

RFP
Use one button to export carrier plan data to Microsoft Excel for quick plan comparisons for RFP creation.

Commission Tracking
Easily manage your agencies incoming carrier commissions and outgoing producer commission schedules in one system. Robust and flexible commission tracking allows for a variety of incoming commission schedules and outgoing producer splits. Automated importing of monthly commission statements provides quick and accurate reconciliation of incoming and outgoing commission payments. On demand reports and dashboards provide visibility into actual vs. expected commissions, commission payments by producer, carrier or client, and more.

Business Intelligence
Powerful dashboards and reports give your agency visibility into agency / producer productivity, case management, expected vs. actual commissions, new business success, and more.

Activity Management
Quickly capture call notes and schedule follow up activities for efficient and timely follow up. Efficient activity management increases revenue opportunity, accelerates lead conversion rates and adopts a proactive approach to client communication. Stewardship reports also help you quantify and articulate the value your agency provides to each client, and provides insight into which service professionals are providing service to your clients.

Marketing
Identify target demographics and develop appropriate, targeted marketing campaigns and client communications. Identify connections between primary policy holders and family members. Automated alerts and customizable workflow can help brokers improve service at renewal, maximize opportunities to cross-sell products and services, manage policy renewals, and reduce the time required to solve customer inquiries.

Service Case Management
Efficiently manage support cases by issue category, policy, client or insured member, carrier and producer for a real-time global view of all service issues with each service issues’ details.

Lead Management
Automate your lead management and sales qualification process in one central location. Convert incoming leads from email messages and use guided dialogues to streamline the qualification process.

Compliance Management
Incorporate regulatory and compliance changes to help ensure products and policies are being sold and managed in full compliance. Proactively communicate changes in health care legislation and identify new revenue streams as your clients trusted advisor.

Document Management
Track documents against any record in Microsoft Dynamics CRM for simple document management or employ native integration with Microsoft SharePoint for more robust document management capabilities.

Familiar Look and Feel
Deliver customer relationship management tools and capabilities in a familiar, easy-to-use interface, enabling your agency to deliver fast, effective service that builds loyalty and satisfaction. Enhance communications using easy-to-use and well know desktop tools, such as Microsoft Office Outlook, Excel and Word, helping to increase user uptake and lower cost of learning.

Fast, Flexible, and Easy to Deploy
Get up and running quickly using Microsoft Dynamics CRM as an online solution, or deploy an on-premises solution. Regardless of the deployment option, you get the same great user experience and solution. With point and click customization of data management, workflow, user experience, access and security, analytics, and reporting Microsoft Dynamics CRM for Insurance is flexible and will scale with your agency as it grows and changes.