Microsoft Bringing CRM Tools to Insurance Platform

Insurance software provider Vertafore is partnering with Microsoft to give insurance agents access to Microsoft Dynamics CRM features and functions. The partnership aims to improve customer-facing interactions and equip agents with strategic insights that can help them manage business and close deals more effectively.

Microsoft Dynamics CRM capabilities will be integrated into the Vertafore Agency Platform and mobile offerings. That means insurance agents can tap into Dynamics CRM pipeline management, prospect and opportunity tracking, e-mail campaign and other CRM capabilities.

EUPositive customer engagements are the cornerstone for all customer-facing organizations,EU said Bob Stutz, Corporate Vice President of Microsoft Dynamics CRM. EUInsurance has long been a high touch point industry and itEUs now more important than ever that insurance professionals invest in solutions that help them win and retain customers.EU

Increasing Conversion Rates

Insurance professionals are starting to deploy CRM-driven campaigns that share valuable customer data across the distribution, underwriting and service channels, according to a recent Novarica report. In fact, CRM deployments are expected to increase in 2015, with 21 percent of respondents in a Novarica survey planning to integrate them into their businesses.

According to Microsoft, the Dynamics CRM integration will allow customers to leverage the Dynamics platform to build out feature rich sales force automation applications that integrate seamlessly with the Vertafore Agency Platform. Insurance agents will have a complete view into policy lifecycle, the ability to track prospects, as well as the ability to use strategic information to increase customer conversion rates.

Last week, Microsoft started offering discounts to Vertafore customers on the Microsoft Surface Pro 3, HP, and Toshiba Tablets to drive more seamless customer interactions for field agents. According to Channel Harvest Research, insurance agents expect a significant increase in tablet-based applications over smartphone apps, especially for display-oriented tasks like sales presentations and training, over the next two years. Specifically,...

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