Transform your SME insurance operations by integrating underwriting and policy processing directly within Dynamics365 supported by Teams and Outlook. Enable effortless transactions with your sales channels while layering new capabilities onto your existing Policy Administration System. Expand your SME insurance portfolio and distribute seamlessly through direct digital channels, brokers, affiliates, and bancassurance networks—without major system upgrades.

Who Benefits?

Existing Players & New Entrants:

Insurers & MGAs – Enhance underwriting and policy processing
Brokers & Intermediaries – Simplify SME insurance transactions

Customer Support & Underwriters:

Work within familiar Microsoft apps
No need for additional portals or logins
Streamline underwriting workflows & customer interactions
Automate risk assessment and approvals efficiently

Key Benefits & Customer Needs:

✅ Standardize & Simplify Underwriting – Structure risk reviews within a single workflow
✅ Respond Faster – Process quotes and approvals directly in Dynamics365, Teams & Outlook
✅ Seamless External Access – Enable producers & partners to request quotes without portal logins
✅ Legacy System Compatibility – Add new capabilities without major IT upgrades
✅ No Portals, No Hassle – Allow partners to request quotes without requiring logins

Insurance Underwriting in Dynamics365 supported by Teams & Outlook (SME)

by InsureMO