Integration of relevant Microsoft Dynamics solutions can address common pain points of insurance companies. Let our experienced consulting team assist your insurance organization as we have with others. CRM for insurance organizations increases staff effectiveness. Your organization can better evolve to become more customer-centric. Microsoft Dynamics CRM has the ability to provide unparalleled visibility all while increasing client loyalty and renewal rates. Insurance companies can take advantage of a centralized system for one or multiple locations, now and into the future, with ERP solutions from Microsoft Dynamics. Visit the ERP page and contact Routeget Technologies with further information on how you can simplify processes such as managing policies, increasing sales, etc.

Insurance CRM

Change your organization from policy-centric to customer-centric, helping your people to be more effective, with Microsoft Dynamics CRM. Capitalize on new sales opportunities and help improve operational efficiency by centralizing policyholder information, including outreach activities, interaction and underwriting history, preferences, key relationships, and claims details—in a single repository. Help increase client loyalty and renewal rates with faster inquiry handling, streamlined claims resolution, and proactive customer service. Improve broker and agent agility with mobile solutions and tools that reduce busywork, freeing up time to have more relevant and meaningful customer conversations. Gain unprecedented visibility into the sales pipeline, agent/broker productivity, client loyalty, claims processing, and more, with real-time dashboards and contextual analytics. Help ensure that you meet regulatory compliance by using robust workflow and auditing capabilities to automatically capture and track key data areas.

Insurance ERP – Dynamics AX

Microsoft Dynamics AX offers insurance brokers and firms solutions to streamline resources by providing a simplified way to manage policies, increase sales, track commissions, and integrate with external systems. Microsoft Dynamics ERP solutions for insurance companies can support the operations of your firm now and in the future, regardless if you have one office or multiple locations worldwide. Our experienced consulting team has assisted insurance companies with implementing and integrating relevant Microsoft Dynamics solutions to address common pain points that many insurance firms experience. We have developed enhancements to Dynamics AX consolidation tools automating a complete, accurate and FAS 52 compliant consolidation every time. We encourage you to give us a call if you have any questions and tell us a little about your company and goals. We can offer insight as to which ERP solution would best fit your company’s needs and provide insights on best business processes to help you:

  • Automate tasks to reduce the administrative burden on brokers and agents
  • Provide process insights to drive more effective business decisions
  • Manage and track commissions
  • Provide document versioning, storage, and management for multiple carriers and policies
  • Provide core financials such as HR, AR, Payroll
  • Integrate disparate insurance, financial, ERP, or CRM systems and pull information into one central location, proving your team with relevant data they need
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