Customer Relationship Management solution
Drive customer retention and acquisition with a 360-degree view of your client relationships across sales, service, marketing, and claims management. Innovative insurance solutions from Microsoft provide personalized customer experience, deeper customer insight, and improved relationship management.Download the white paper
Empower agents to improve sales effectiveness
Break down information silos and establish the customer as the focal point. Empower agents and intermediaries with tools to enable exceptional customer retention.
Provide richer insights on customer interactions
Capture customer insight from all interactions, and present those insights to the producer or contact center to improve relationship management.
Create a holistic view of the customer relationship
Gain a holistic view of the client by optimizing customer insight. Predictive intelligence provides a deep understanding of customer buying behaviors, profile, and aspirations.
Increase premium revenue and productivity
With the Customer Relationship Management solution you can improve your customer relations, price policies more easily, and execute on upsell and cross-sell opportunities.
“We wanted a more flexible tool to deliver outstanding service to customers with shorter time-to-market and lower total cost of ownership. Microsoft fulfilled all of our criteria and represented excellent value for the money.” —Gökhan Özüm,Product Development and Strategic Planning Senior Vice PresidentRead the customer story
How it works
The Customer Relationship Management solution helps insurance carriers gain deep customer insight to improve customer retention and wallet share.
The solution enables a 360° view of the customer by bringing together interactions from agent, online, mobile, and service desk channels with data from external sources and existing siloed back-end systems.
Armed with this customer insight, you can enable agents, brokers, customer service representatives, and claims adjusters to provide a more personalized customer experience and improved relationship management.
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