Features

01
365º View

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

  • Visual and temporal representation of the contact with display of all Calls, Opportunities, Proposals, Policies, Receipts, Claims and Tickets, with filtering of records.
  • Visual and temporal representation of the policy with display of all Receipts, Risk Objects, Claims and Tickets, with filtering of records.
02
Advanced Power BI Dashboards

Advanced KPI’s using Power BI that give a full insight of the business and allows have a global perspective of customers and teams’ performance.

  • Operation Dashboard: Dashboard of daily actions – to do’s. List of pending actions, alerts for immediate intervention, list of opportunities to close, policies for renewal.
  • Monitoring Dashboard: Performance tracking dashboard with KPI’s such as Conversion Rate, Opportunity Evolution, Sales Funnel, Portfolio, New Business and Performance.
  • Global Dashboard: Global business monitoring dashboard with KPI’s of New Business vs. Canceled Policies, TOP 10 Products, TOP 10 Customers, Portfolio, Awards by Product and Sales Manager and Team Performance.
  • Calendar: Calendar view of all scheduled actions for easy daily follow-up.
03
Alert Management

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

Definition of alerts for all myCRM for Insurance entities, adaptable to the needs of each organization and with the possibility of configuring the dates to be controlled.

Alert center assistant that represents preconfigured alarmistic on:

  • Receipts, such as “Pending receipt about to end”,
  • Accounts or records associated with that account, such as “Account with no activity for more than 60 days”
  • Claims and tickets, such as “Claim without actions for more than 10 days”
  • Leads, such as “Lead without activity for more than 5 days”
  • Proposals, such as “Proposal with estimated closing date exceeded”
  • Policies and associated records, such as “Policy about to expire”

Other Features

Account & Contact Management

Customers, prospects or other entities for relationship management, of corporate or individual nature.

Company-type: customers, insurers, intermediaries, partners or other entities that need to manage the relationship.

Individual type: contacts (persons), either final customers, beneficiaries or other persons that it is important to manage the relationship.

Product Management

Internal or external product portfolio for sales prospecting purposes.

Product characterization, relationship between products, prices and discounts and knowledge base articles such as a detailed description of policy products, a brochure or a technical document.

Sales Nurturing

Sale processes, from lead to quote and policy closure, gathering all the communication and documentation generated during the process. Monitoring of goals of sale teams.

  • Lead management
  • Opportunity Management
  • Management of Proposals
  • Goals Management
Business Management

Business operations related to policy management and receipts.

  • Policy and lifecycle management, version history, risk objects and consolidated view of associated receipts and payments.
  • Management and monitoring of internal claims and tickets, with structured process phases and flows.
  • Configurable alerts for all the steps of business management.
Integration | API

REST API to integrate external applications with myCRM for Insurance app for synchronizing information from:

  • Accounts and Contacts
  • Proposals
  • Policies, Receipts and Payments
  • Claims
Cross-cutting functionalities
  • Email management and centralization through integration with Microsoft Outlook
  • Document management through integration with Microsoft SharePoint
  • Incorporation of Office365 tools into myCRM for Insurance for both data manipulation and document templates
  • Definition of alerts for all myCRM for Insurance entities
Unified view of interactions

Use a comprehensive timeline across Dynamics 365 and Microsoft 365 to deliver consistent experiences.

Accounts and contacts, leads and opportunities, proposals and claims are some of the entities in the CRM where you can view a chronological timeline of all activities and interactions.

Marketing Management

GDPR, contacts lists, segmentation and communication campaigns with customers and prospects.

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