Engage for Insurance

CRM Built Specifically for Insurance, Designed by Industry Experts, Powered by Microsoft Dynamics 365
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Compete In a Demanding Industry by Focusing on the Customer

Hitachi Solutions’ Engage for Insurance provides insurers with a practical solution to effectively manage and foster profitable relationships across agencies, customers, brokers, and other partners. Our solution enables you to focus on all aspects of the insurance business and the customer lifecycle, from relationship and engagement management to business development.

We give you access to the information you need through an intuitive user interface so you can focus on finding, winning and maintaining profitable client relationships. We understand that managing the customer relationship is a team process. That’s why we provide collaborative tools to help you coordinate between teams with a tailored experiences based on each user’s job role.

Deliver personalized, contextual experiences

Offer every job role, including agents, service reps, underwriters, and producers, access to personalized, contextual experiences.

Access real-time information

Give your distributors real-time access to information when and where they need it, on any device.

Create tailored processes

Give any engagement type (including, sales, retention, and service) access to tailored processes.

Provide customized dashboards

Provide teams, employees and stakeholders visibility into performance and activity.

One of the things we are looking to do is expand the system beyond sales force automation and be our single view for all customer information. This has been a win-win for all of us and I definitely see potential for using Hitachi Solutions in the future.
- Larissa Tosch, Glatfelter’s Director of Applications, Glatfelter Insurance Group
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

Why Hitachi Solutions Engage for Insurance software?

We offer deep industry expertise combined with decades of experience providing high-value solutions that deliver rapid return on investment. Our approach is designed to give you a faster, lower-risk implementation and rapid adoption through proven best practices.

Core technologies

It starts with core technologies built on Microsoft Dynamics 365 so you can get up and running quickly.

Industry modules

We extend that with our own industry modules that give you capabilities tailored to the unique needs of Credit Union industry.

A customized solution

Finally we deliver a customized solution to provide the best fit for your business, so you can focus on your unique strengths, not on basic technology.


​Combining the Power of the Microsoft Dynamics’ Cloud with Hitachi Solutions’ Industry Expertise

​To bring you the best, most innovative insurance software solution, we partner with Microsoft. Leveraging the power of the Microsoft Cloud combined with our deep industry expertise, Hitachi Solutions designed a powerful Microsoft Dynamics 365 solution built specifically for the insurance industry that integrates seamlessly with the entire suite of Microsoft products.

As a global leader in delivering success with business applications based on the Microsoft Cloud, Hitachi Solutions has own more Microsoft partner of the year and customer excellence awards than any other partner on the planet.


We’re the global leader in delivering success with business applications based on the Microsoft Dynamics’ Cloud.

Ready to Reinvent Your Business Solutions?