March 23rd Webinar: The Power of Three: Sales, Marketing and Customer Service for the Insurance Industry
How Microsoft Dynamics 365 Brings them all Together
Join us on March 23rd at 3:00pm Eastern for a webinar on how Microsoft Dynamics 365 brings Sales, Marketing and Customer Service together in the Insurance Industry.
Imagine this: You’re a Director of Distribution at an Insurance Carrier and you have complete visibility into Sales, Marketing and Customer Service data at your Agency. Sound too good to be true? With Dynamics 365, this can be real, not imagined. During this webinar, we’ll discuss how Dynamics 365 allows Director to have visibility into all of the interactions between Sales, Marketing and Customer Service departments.
See how you can easily identify which marketing campaigns a customer is in, and make sure the Agency has all of the latest product information. We’ll also demonstrate how an Account Executive can collaborate with the Agency even if they aren’t Dynamics 365 users so that when issues arise with an existing policy inside the Customer Service Department, the Director can handle the issue and move on with the sales cycle.