Microsoft Dynamics CRM for Insurance Marketing

Increasing pressure of competition and higher customer requirements concerning the up-to-dateness and transparency of services as well as the provision of a diversified product range set new demands on the sales processes of insurance companies. This applies to the sales organization and the broker business as well as to the direct customer business. In order to provide adequate process support, a reliable technical platform is required that guarantees a sufficient overview on previous and current activities of a customer relationship at any time. A modern, highly-integrated CRM systems provides a complete view on the customer and is therefore a well-fitting instrument for the support of sales and marketing processes.

Individual Enhancement of Microsoft Dynamics CRM Functionalities for Efficiently Supporting Marketing Processes

Based on Microsoft Dynamics CRM adesso offers solutions particularly tailored for insurance companies. Such solutions support to targeted plan and execute marketing activities in a most convenient way and with significantly higher success rates.

On the basis of long-term experience in consultancy and development in the insurance sector, adesso enhances the CRM system in close collaboration with the customer in order to develop a system that optimally fits into the customer’s sales structures. As a result, on the one hand the administrative part of sales and marketing activities is reduced enormously and on the other hand the quality of such activities improved significantly. Due to the modern and open architecture, the CRM system can easily be interfaced with heterogeneous IT landscapes.

adesso CRM services for insurance marketing include among others data migration and consolidation, the interfacing with backend systems and the implementation of customer-specific requirements. Individual concepts for implementation and training guarantee a higher user acceptance. By using modern project management methods adesso ensures that projects being completed within the given specifications of time, budget and quality.

Do you want to learn more about our insurance-specific services based on Microsoft Dynamics CRM? Contact us, we gladly give advise.