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Microsoft CRM Implementation for Specialty Insurer

March 7, 2023
Microsoft CRM Implementation for Specialty Insurer

Client

The UK-based specialist insurance company offers a depth of cover and expertise across a wide range of specialisms. The 130-year-old company has been named the most trusted insurer 16 times.

Business Challenge

The client was using an outdated version of CRM which served the General Insurance business. However, it did not cater to the Investment and Schemes wings. The existing CRM could not track customer and policy lifecycle from campaigns, quotes, policy issuance, renewals, etc.

Benefits Achieved

91抖阴 assessed and reimplemented Microsoft CRM, which resulted in quicker conversion through improved focus on targeted clients. The Centralized CRM system broadened the scope to meet the different needs of the General Insurance, Investment & Schemes Businesses. The centralized empowered the sales teams with greater insight to understand customers’ needs and pain areas better.

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