myCRM for Insurance is a solution that “speaks the insurance language” and intends to add specific functionalities that are common to this sector. Build on top of Dynamics 365, is a cloud-based CRM solution, encapsulated in a customized product, helping customers to buy a product that suits them, instead of customizing from scratch.

Specially designed by myPartner for the Insurance Industry, supported in our expertise in this business field, myCRM for Insurance is an add-on that covers the business needs from brokers to insurers, bringing the customer value to their business.

myCRM for Insurance combine the customer relationship management with the business insurance management, namely:

* 365º View - complete vision of the customers and full insights about what he means to the business

* Advanced Power BI Dashboards - advanced KPI’s using Power BI that give a full insight of the business and teams' performance

* Alert Management - flexible and very creative alert system with preconfigured alarmistic for all myCRM for Insurance entities

* Account & Contact Management - relationship management from customers, prospects or other entities

* Product Management - internal or external product portfolio

* Sales Nurturing - sales processes, from lead to quote

* Business Management - policy and lifecycle management, claims and tickets management and alerts

Unlock the full potential of your insurance business with our comprehensive CRM solution and know all the features.

Contact our sales team at https://mycrmforinsurance.com/contacts/

myCRM for Insurance Relationship Management

by myPartner - Consultoria Informática, S.A.