Microsoft Dynamics 365 for Insurance

Insurance companies face unique challenges—streamlining claims, enhancing customer service, and staying compliant in a regulated landscape. SingleStone’s Microsoft Dynamics 365 solutions deliver tailored Dynamics CRM tools to help insurers modernize operations and drive growth. From consulting to implementation and migration, we’re your trusted Microsoft partner.

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Microsoft Dynamics Consulting

Microsoft Dynamics Implementation

Microsoft Dynamics Migration

Microsoft Dynamics 365 Consulting for Insurance

SingleStone’s Microsoft Dynamics 365 consulting delivers tailored CRM solutions that insurance providers can rely on. We dive into your challenges—whether it’s claims processing, policyholder engagement, or agent productivity—and unlock value with Dynamics CRM, making operations smoother for your team and experiences better for your clients.

Streamlined Dispute Management: We customize Dynamics CRM to automate your dispute workflows, reducing delays, providing transparency, and boosting the efficiency for you team.

Insurance CRM Expertise: Our consultants bring deep industry know-how to solve challenges like compliance and policy management.

Customer-Focused Gains: We align Dynamics to improve client interactions, turning better tools into stronger relationships.

Continuous Improvement for Insurers: Beyond implementation, we optimize your CRM to keep your team ahead in a competitive insurance landscape.

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Microsoft Dynamics 365 Implementation for Insurance

SingleStone delivers Microsoft Dynamics 365 CRM implementations that empower insurance teams to work smarter. We focus on what your people need—streamlined claims workflows, intuitive tools for policyholder engagement, and a seamless rollout—so they can thrive without tech slowing them down. From design to training, we ensure a fast, impactful deployment tailored for insurers.

Tailored for Insurance Workflows: We configure Dynamics CRM to fit your claims and policy management processes, delivering solutions that match your team’s daily reality.

Seamless Rollout for Insurers: Our phased deployment ensures your operations—like claims processing—stay steady, letting your team adopt Dynamics CRM without disruption.

Hands-On Training for Insurance Teams: We train your agents and staff to use Dynamics CRM confidently, making policyholder interactions and data management second nature.

Results Insurers Can Measure: Expect faster claims resolution, improved policyholder satisfaction, and more efficient teams—outcomes that boost your bottom line.

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Microsoft Dynamics 365 Migration for Insurance

SingleStone makes migrating to Microsoft Dynamics 365 CRM straightforward and stress-free for insurance providers. We prioritize your team’s needs—preserving claims workflows, protecting policyholder data, and minimizing downtime—so your people stay productive during the transition. It’s a seamless shift that delivers better CRM tools without the chaos.

Secure Policyholder Data Transfer: We ensure your policy and claims data moves to Dynamics CRM securely and accurately, so your team picks up right where they left off.

No Downtime for Insurance Operations: Our expert planning keeps your operations—like claims processing—running smoothly, letting your team work without interruption.

Custom Migration for Insurers: Whether upgrading or switching platforms, we tailor the Dynamics CRM migration to fit your insurance processes, not a generic playbook.

Post-Migration Support for Insurance Teams: After migration, we’re there to troubleshoot and fine-tune your CRM, keeping your team confident and in control.

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Empower Your Team with Dynamics 365 Applications

SingleStone brings Microsoft Dynamics 365 to life, tailoring each application to fit the way your people work.

Field Service

Optimize scheduling and resource management, empowering teams for faster, smarter service.

Customer Voice

Harness feedback for insights, strengthening customer relationships.

Marketing

Streamline campaigns with automation, boosting engagement and ROI.

Finance & Operations

Simplify financial workflows for real-time, better decisions.

Customer Insights

Unify data for actionable insights, enhancing customer experiences.

Omnichannel

Integrate channels for seamless interactions, improving satisfaction.

Sales

Enhance sales processes, driving efficiency and higher close rates.

Power Pages

Build intuitive portals for effortless team connection and collaboration.

Why Insurance Companies Choose Dynamics 365

Microsoft Dynamics 365 CRM helps insurance companies tackle their toughest challenges with ease. It streamlines claims processes, enhances policyholder engagement, and delivers actionable insights—all while keeping your team efficient and compliant. It’s the CRM platform insurers trust to modernize operations and drive better outcomes, effortlessly.

Simplifies Claims Management

Automate claims workflows to save time and reduce errors.

Empowers Insurance Teams

Centralize policy and claims data for faster decisions and collaboration.

Elevates Policyholder Service

Deliver personalized experiences with portals and faster resolutions.

Scales with Your Insurance Business

Cloud-based flexibility lets you grow without tech barriers.

315% ROI for Customer Service

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Productivity Gains of 243%

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ROI of $16.97 for every $1 spent

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FAQs

How does Dynamics 365 improve claims management for insurers?

Dynamics 365 CRM automates claims workflows, reducing manual tasks and speeding up resolution times while ensuring accuracy and compliance.

Can Dynamics 365 integrate with our existing insurance systems?

Yes, SingleStone specializes in integrating Dynamics CRM with legacy insurance platforms, ensuring a seamless transition without data loss.

How long does a Dynamics 365 CRM implementation take for an insurance company?

It can take as little as a few weeks to a few months, depending on the scope and complexity of your insurance operations.

What kind of support does SingleStone provide post-migration?

We offer ongoing support to troubleshoot issues, optimize your CRM, and ensure your team maximizes the platform’s value.

Still have questions?

Reach out to an expert today.

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Schedule a call to get your questions answered and discover how we can help you in achieve your goals.

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