Insurance Industry Solutions

Why trust Hitachi for your business solutions?

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Vertical Solutions

Each Industry Cloud is powered by the Microsoft Cloud plus Hitachi Solutions’ vertical specific software. We leverage years of experience and expertise with Microsoft AX, CRM and Business Intelligence to build solutions that hit the sweet spot for each vertical and provide an incredibly simplified experience.

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Expert Services

Our approach to implementation ensures results by focusing on your business goals. We help prepare your organization to successfully adopt and leverage new systems and capabilities. Our own project delivery methodology ensures quality, manages risk and promotes efficiency so you can drive value for your business by utilizing our vertical solutions and experience.

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Ongoing Support

Success is a journey which doesn’t end at go-live: it begins. Our dedicated support teams are positioned around the world, ensuring that issues are resolved in the quickest possible timeframe, keeping you focused on your business. Our Live Support services range from troubleshooting, monitoring and environment management, to a long-term dialogue, on your terms, so your systems evolve and grow with your business.

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Insurance

CRM for Insurance

Distribution Relationship Management

Make distributor relationship management a competitive differentiator with a comprehensive platform that gives you actionable insight into your business. Use CRM to improve performance management, enhance agency enablement, and increase capabilities around analytics, reporting and licensing management.

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A Territory Manager with an Insurance Carrier

Hitachi Solutions’ Microsoft Dynamics CRM solution for P&C Insurance was created to help Carriers use the latest version of Dynamics CRM to manage relationships with agencies and policy holders. Check out this video to see the solution in action!

Territory Manager for a Insurance Carrier
A Day in the Life of a Territory Manager with an Insurance Carrier using Microsoft Dynamics CRM

Direct Channel Management

Give sales, marketing and service team members the support they need to build a robust and efficient direct channel by providing them with tools to track and monitor channel performance, member and policy lifecycles, underwriting workloads, sales territory management and member management.

CRM Insurance Direct Channel Management

A Life Insurance Wholesaler

Our Microsoft Dynamics CRM for Life Insurance software solution built for the specific and unique needs of your organization. Watch this Day in the Life of an Life Insurance Wholesaler to see how our solution could help you!

A Day in the Life Insurance Wholesaler
A Day in the Life of a Life Insurance Wholesaler using Microsoft Dynamics CRM

Producer Productivity

Unleash producer productivity by giving them access to customer information, data analysis and reporting and activity management on their desktop, smartphone or tablet through a producer portal, Office alerts and mobile platforms.

Policy Integration

Unite service applications, best practices and telephony enablement in a consolidated agent desktop that helps speed resolution and provide personalized service through our integration framework, AgentDesk search, telephony integration and automated activity capture.

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Loss Prevention

Automated and organize risk assessment related activities including pre-quote surveys, risk assessment surveys and claims review visits in addition to workflow automation and analytics that are critical to the insurance lifecycle.

CRM Insurance Loss Prevention
CRM Essentials Dashboard

Hitachi CRM Essentials

Hitachi CRM Essentials helps you achieve a successful CRM implementation more quickly and at a lower cost. It provides an extensive library of plug-ins, controls, and customizations that enable you to meet all of your industry and business requirements.

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CRM Essentials helps you to:

  • Business Rules Engine
  • JavaScript Library
  • Agent Desktop
  • Portal Framework
  • User Adoption Solution
  • Editable Grip
  • Hierarchy Visualizer
  • CRM + SharePoint Enhancement
  • Plug-In Library

Insurance

Insurance Sales Insights

Hitachi Solutions delivers a solution to provide holistic insights to help insurance industry clients to gain meaningful insights into their business which drive actionable results.

Insurance Sales Insights

Monitoring and managing a large catalogue of insurance products and sales agencies is no easy task, especially when business operations are spread geographically across the entire country. Success requires continuous tracking of the business as a whole and also the ability to view detailed performance information of individual products and agencies.

Hitachi Solutions has developed a solution that connects directly to cloud CRM data sources, serving up key business performance information using intuitive visualization. This provides the ability to quickly identify which elements of the business are performing well and which require timely attention.

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Key highlights of the solution include:

  • Management has the ability to monitor the performance of various insurance agencies that they partner with, as well as the various insurance products that are maintained in their catalogue.
  • Information for these two facets of the business are presented at a summary level, allowing a holistic view of the entire operation. In addition, a more detailed view is available which provides analysis and elaboration on specific partner agencies and policy products accordingly. This approach satisfies both the need to monitor the business from a big picture perspective and the need to manage the business at a more tactical level.
  • Furthermore, a live connection is made against CRM online data, allowing these dashboards to continually update automatically. This ensures that the information displayed on these dashboards always provide the most current view of the business and how it responds to the strategic decisions of the company’s leadership.
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Hitachi Solutions’ Insurance Dashboards simultaneously provide a both a big picture, as well as a detailed view of two key business areas, re-seller partner performance and product performance. This provides management and the leadership teams with the right information they need to be effective decision makers, in a timely and intuitive format. The optimal way to utilize these dashboards is to connect them directly into your company’s CRM system. This will allow your organisation to be empowered to make the right decision at the right time, to monitor the results as they unfold and to adjust as needed.

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Our Expert Services

Designed for Success

Our field proven implementation approach is based on years of helping clients transform their organizations with enhanced processes and enterprise software optimization. With every client relationship and project our focus is on your business goals. We collaborate to define improved processes, build and deploy capabilities to optimize those processes, measure results and move forward with continuous improvements.

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Flexible Services Approach

We help ensure your success with the Hitachi Solutions Industry Cloud by getting the right team of experts into the mix at the right time. Our project leaders and consultants act as guides to help your implementation along by using the project approach that best matches your business model, the skills of your team and your specific requirements. Our approach can flex from classic waterfall to agile to a hybrid in between depending on the approach that you are most comfortable with.

All In Subscription or Hybrid Services + Subscription

The Hitachi Solutions Industry Cloud can include a range of expert services like integration, data migration, custom development or a complete ERP, CRM or BI implementation from top to bottom. We can wrap subscription pricing around any services and include it into your Industry Cloud subscription or you can subscribe and pay for services separately. We’re flexible. Our goal is to make sure our pricing and subscription matches your needs.

All In Subscription or Hybrid Services + Subscription
They made us feel very comfortable that if we went with Dynamics and Hitachi, we would get the application we really needed based on our business requirements.
- Craig Borens, AVP of Customer Care for Grange Insurance

Ongoing Support

Personal Attention
Personal Attention

We assign an expert team to focus on your business. Use them for whatever services you choose: fixing issues, maintaining and managing systems, adding richer functionality and more.

Predictable Cost
Predictable Cost

Subscribe to an allocation of hours from our dedicated pool of Microsoft Dynamics and BI experts on a predictable, monthly service plan. Three tiers, Gold, Silver and Bronze, help you choose the service level and price that’s best for you.

The Power of a Team
The Power of a Team

Experience has taught us that the right team of two or three experts can cover the breadth of information required to keep a system live and thriving. We build our support teams right and back them with all the experience of our global team.