Strengthen your insurance operations with Dynamics 365 for Insurance, a powerful solution built on over a decade of enterprise expertise. Key benefits: • Reduced customer churn through prompt communication • Increased sales opportunities by turning abandoned purchases into sales • Enhanced customer experience through automated complaint resolution The platform is well-equipped to function as an all-in-one solution for: • Policy management • Claim processing • Customer relationships

Dynamics 365 for Insurance is designed as a centralized data hub and process optimization, driving core insurance operations you wish to manage, for example: • Marketing o Policy renewal, email and marketing communication, lead allocation to call center, giveaway games, satisfaction surveys
• Sales o Lead generation, lead nurturing, lead processing (abandoned purchases, future leads), offer creation, internal and external sales network management, retention of existing customers, upsell and cros-sell • Customer service Communication with polyclinics (external user login with appointment visibility), claim management (documentation collection and storage), inquiry management, SLA tracking, autoreplies

PROJECT OPTIONS AND APPROACH To achieve a better understanding and select the optimal path, best way is to start with Analysis and Strategy: • Analysis o Through in-depth assessments and workshops the current state will be captured, determining requirements, identifying gaps and laying a strong foundation for a tailored and effective strategy. • Strategy o Based on our experience and expertise, you will get a designed effective solution covering all your business requirements and pain points. Solution will be explained in a comprehensive blueprint document that provides clear, actionable steps for implementation or adoption. Based on our experience with Marketing, Sales, and Customer Service modules, we offer you a modular approach to assist with solution Implementation or Adoption: • Implementation o Putting a plan into action and turning the blueprint into an operational reality on our platform, ensuring everything is in place for the new system to work smoothly and effectively, benefiting both the business and its users. • Adoption o Ensuring the new solution is embraced and integrated into daily use. Through workshops and guidance, users are equipped to effectively engage with the system, while early adopters, power users and gamification system help integrate the new technology into daily use. o The solution evolves over time to better fit changing business needs, ensuring ongoing value and success.

POSSIBLE SYSTEM ENHANCEMENTS Streamline processes or extract richer insights by applying additional features and advanced technology, for example: • Automation o Automatically linking incoming emails with corresponding claims in the system • Advanced analytics o Providing stakeholders with real-time insights into solution performance and usage o Using different business systems as data sources to generate comprehensive statistics previously unavailable • Artificial intelligence (AI) o Enabling intuitive navigation through the interface and sections using natural, conversational language o Summarizing client interaction, drafting responses, improving knowledge base search capabilities

Financial Services

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