Matching the unique needs of any broker....

Dynamics for Insurance

Accelerate your business growth and selling success

Dynamics 365 is fully customisable to match the unique needs of any broker.  The real time data capabilities enables 24/7 access to all customer communications and pipeline activity.

Dynamics 365 can be used to digitize the workflow within a single application for any insurance broking workflow including sales, marketing, underwriting, claims and finance.

Any insurance broker can create a single view of their customer relationships and business opportunities.

 

 

What does it do?

Incorporating accounting, marketing, sales, HR and customer service, this system is fully customisable, scalable, affordable and easy to use. Removing the manual processes and paper files that are still present in so many offices.

Also, no organisation is too small to benefit from Dynamics 365, this scalable piece of software will transform the way you work for the better.

Dynamics 365 is:

  • affordable
  • customisable
  • easy to use
  • scalable

And, if you’re concerned about having to transfer data and learn new systems when you were very happy with your old ones, it integrates fully with the Microsoft Office 365 suite and works seamlessly with a host of other software using API’s.

Integration

Integrate Dynamics 365 with Power BI to enhance the view of your business and identify opportunities for growth.

Boost your lead generation activity for your Team with a Sales Navigator integration to easily spot opportunities for new introductions and referrals whilst keeping up with your clients in LinkedIn.

Software Solved: How we work

Dynamics 365 Pre-sales proces

Why Software Solved?

Software Solved have worked within the Non-profit sector for over 20 years and have a good understanding of your needs and requirements.

Since 1998, the Software Solved team have delivered over 1,000 successful software and data projects for some of the UK’s most innovative brands.

Employing the brightest minds in tech, Software Solved are specialists in custom software and data solutions.

From your first contact with us, we ensure the right people are involved to understand and identify your needs and what you want to achieve, providing a creative and inclusive service, each step of the way.

Providing you with a clear and realistic outline of both budget and timeframes. Our team works as an extension of our customer’s teams, forging long-term strategic partnerships. We have a proven track record across a range of sectors including insurance, retail, charities and logistics. Our passion and expertise will support you to grow, thrive and compete.

Contact us to find out more

If you’d like to find out more about Dynamics 365 and how we can help you,  then please get in touch.

 

 

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