Insurance

Solutions:Jump to a Solution
01Customer relationship management
Share this solution:

Customer relationship management

The Microsoft customer relationship management solution provides a 360-degree view of the customer’s relationship and interactions with the insurer across sales, service, marketing, and claims management. Microsoft Dynamics CRM provides for a more personalized customer experience, better customer service, and improved sales and marketing efficiency and effectiveness.

Customer Evidence

Raymond James

Raymond James Financial and Microsoft Dynamics CRM: Helping Advisors Engage and Nurture Clients

Read More

Yapi Kredi

Microsoft Dynamics CRM differentiates YapiKredis customer service

Read More

Garanti Pension and Life

Microsoft Dynamics CRM Helps Insurance Firm Improve Sales Efficiency and Customer Care

Read More
02Call center
Share this solution:

Call center

Microsoft Dynamics CRM enables you to aggregate and modernize all of your call center applications “at the glass,” giving customer service representatives the ability to work in one screen, see the consolidated conversation history occurring with the customer in real time, respond more quickly, exhibit greater customer intimacy, and provide better customer service for satisfaction and retention. The CRM-based insight and next best offer guidance can also support your efforts to have the call center representatives upsell and cross-sell products through that channel.

Customer Evidence

Star Union Dai-ichi Life Insurance

CRM Solution Improves Services and Efficiency, Ensures Customer Satisfaction

Read More

Garanti Pension and Life

Microsoft Dynamics CRM Helps Insurance Firm Improve Sales Efficiency and Customer Care

Read More
03Consumer portal
Share this solution:

Consumer portal

The Microsoft consumer portal solution provides a platform for self-directed service, sales, and customer engagement. The consumer portal provides a consistent experience across all types of devices, enabling customers to interact with their insurance company when, where, and how it is most convenient for them.

Customer Evidence

Progressive Insurance

Progressive Data Performance Grows by Factor of Four, Fueling Business Growth Online Experience

Read More

Apollo Munich Health Insurance

Leading Insurer Launches Integrated Health and Wellness Portal

Read More
04Agent portal
Share this solution:

Agent portal

The Microsoft agent portal solution provides agents with the tools and information they need to sell more effectively and provide improved customer-centric service. Access via the web and across mobile devices sets agents free to meet customers on their terms.

Customer Evidence

Westpac

BT developed an interactive, touch-based, digital version of their paper-based Your World client discovery and planning tool for Windows 8.

Read More

Standard Life

Financial Firm Supports Employees in Digital Workplace with Productivity Solutions

Read More

Aegon

Progressive Data Performance Grows by Factor of Four, Fueling Business Growth Online Experience

Read More

Westpac

Wealth Advisors Use Mobile Platform to Help Customers Bank at the Speed of Life

Read More
05Agent desktop
Share this solution:

Agent desktop

The Microsoft agent desktop solution brings together customer relationship management, line of business applications, productivity, collaboration, and internal and external social networking solutions to enhance agent effectiveness and drive increased sales.

Customer Evidence

Westpac

BT developed an interactive, touch-based, digital version of their paper-based Your World client discovery and planning tool for Windows 8.

Read More

Standard Life

Financial Firm Supports Employees in Digital Workplace with Productivity Solutions

Read More
06Distributor relationship management
Share this solution:

Distributor relationship management

The Microsoft distributor relationship management solution increases coordination and consistency across all stakeholders, improves agent service, reduces distribution expenses, and helps attract new business.

Customer Evidence

Raymond James

Raymond James Financial and Microsoft Dynamics CRM: Helping Advisors Engage and Nurture Clients

Read More

Yapi Credit

Microsoft Dynamics CRM differentiates YapiKredis customer service

Read More

Garanti Pension and Life

Microsoft Dynamics CRM Helps Insurance Firm Improve Sales Efficiency and Customer Care

Read More
07Employee portal
Share this solution:

Employee portal

The Microsoft employee portal solution provides a platform for companies to empower employees with the information and insight they need to work more efficiently and effectively.

Customer Evidence

Liberty Mutual

Liberty Mutual Insurance Fosters Effective Collaboration and Communication

Read More

Nationwide

Nationwide Enhances Enterprisewide Culture of Collaboration with Social Computing

Read More
08Actuarial
Share this solution:

Actuarial

The Microsoft actuarial statistical analysis and modeling solution enables insurance companies to better identify risks, price policies more effectively, better understand their liabilities, and optimize their financial positions.

Customer Evidence

Western & Southern

Insurer Cuts Modeling Time by up to 99 Percent with High-Performance Computing

Read More

Phoenix UK

The Phoenix Group and Milliman: A revolution in the cloud

Read More
09Policy administration
Share this solution:

Policy administration

Microsoft and its partners support insurance carriers with policy administration solutions at a low total cost of ownership, to improve IT cost ratios while providing the flexible foundation needed for business transformation. Policy administration systems based on the Microsoft platform promote operational efficiencies, cost savings, and bring new products and channels to market faster.

Customer Evidence

Generali

Insurer Meets Mission-Critical Needs and Saves $2.7 Million Yearly with SQL Server

Read More

Berkshire Hathaway

Berkshire Hathaway Specialty Insurance Chooses Cloud-Based Property and Casualty Software Offered by Accenture

Read More
10Claims processing
Share this solution:

Claims processing

Claims processing solutions based on the Microsoft platform provide end-to-end claims management solution covering property and casualty claims functions from first notice of loss to settlement and recovery, for all lines of business. The solution uses mobility offerings to allow for customer initiated claims and mobile claims agents.

Customer Evidence

AXA Seguros

AXA Group Relies on Cloud Services Solution to Efficiently Manage Insurance Claims

Read More