myCRM for Insurance

myCRM for Insurance is a vertical app for the insurance industry, built on top of Microsoft Dynamics 365 Sales®, which aims to support CRM processes according to best practices in the market, offering a centralized and consolidated view of the customer.

myCRM for Insurance is a solution that “speaks the insurance language” and intends to add specific functionalities that are common to this sector, encapsulated in a customized product and helps customers to buy a product that suits them, instead of customizing from scratch.

365º View

Know your customer! A Complete vision of the customers and full insights about what it means to your business.

Advanced Power BI Dashboards

Advanced KPIS using power bi that give a full insight of the business and allows have a global perspective of customers and teams performance.

Alert Management

A flexible and very creative alert system that allows users to create their own alerts, giving them autonomy and capacity to antecipate actions.

Know all the Features

Grouped By Application

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

Account & Contact Management