Engage for Insurance

Robust Functionality That Puts Relationships First - So You Can Exceed High Customer Expectations.
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Engage for Insurance Features

distribution-relationship-iconDistribution Relationship Module (DRM)

Make distributor relationship management a competitive differentiator with a comprehensive platform that gives you a real visibility into distributor performance.

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direct-channel-management-iconDirect Channel Management

Give sales, marketing, and service people the support they need to build a robust and efficient direct channel. Track every detail from lead to premium and more effectively monitor the ROI of marketing campaigns.

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risk-management-module-iconRisk Management Module

Automate and organize risk assessment related activities including pre-quote surveys, loss prevention surveys, and claims review visits.

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producer-productivity-iconProducer Productivity Suite

Unleash producer productivity by giving them access to customer information, data analysis and reporting, and activity management whether on the desktop or through a smartphone or tablet.

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Distribution Relationship Module (DRM)

Make distributor relationship management a competitive differentiator with a comprehensive platform that gives you a real visibility into distributor performance.

Performance Management

Get a clear understanding of distributor performance including hit ratios, loss ratios, net promoter scores, agency surveys, and more.

Agency Enablement

Maximize the value of your agency relationships by engaging the right agency at the right time with planning tools, interaction journals, and an agency portal.

Analytics and Reporting

Drill down into your business data and gain deeper insights into agency segmentation, policy management, and performance of your products

Licensing Management

Manage agencies and agent licenses proactively with tools that include automatic alerts for license expiration and automated license management tasks.

Direct Channel Management (DCM)

Give sales, marketing, and service people the support they need to build a robust and efficient direct channel. Track every detail from lead to premium and more effectively monitor the ROI of marketing campaigns.

Performance Management

Gain unprecedented visibility into direct channel performance to better manage metrics like hit ratios, loss ratios, and customer satisfaction.

Member and Policy Lifecycle Management

Manage the member and policy lifecycle from prospect to issuance and beyond.

Underwriting Workload Management

Better track and manage applications and submissions as they move through the department.

Sales Management

Transform sales with streamlined management of leads and prospects by territory and product line.

Member Management

Gain a 360-degree view of members and policies so you can provide superior customer experiences to your members.

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Our end users are working in Microsoft applications every day, so we knew that Microsoft Dynamics CRM’s familiar interface, as well as its ease of use, would quickly become an important productivity tool for our agents. Dynamics CRM’s flexible architecture was also a key factor when comparing CRM systems.
- Mindy Cron, Business Project Manager,

Risk Management Module

Automate and organize risk assessment related activities including pre-quote surveys, loss prevention surveys, and claims review visits.

Pre-Quote Surveys

Capture and manage all the pre-quote information to accurately assess risks and to price accordingly.

Claims Review Visits

Maximize the value of your agency relationships by engaging the right agency at the right time with planing tools, interaction journals, and an agency portal.

Workflow Automation

Streamlining activities through autonotifications for activities such as Claims Reviews, Agency Visits, and other activities
that are critical to the insurance lifecycle.

Analytics and Reporting

Dashboard reporting to promote visibility and accountability of key performance indicators throughout the organization.

Producer Productivity Suite

Unleash producer productivity by giving them access to customer information, data analysis and reporting, and activity management whether on the desktop or through a smartphone or tablet.

Producer Portal

Give brokers or agencies one portal to access the information and guidance they need, including self-help capabilities.

Office Productivity

Get alerts, renew policies, manage communications, communicate with members, and view performance dashboards using familiar Microsoft Office tools.

Mobility

Empower agents with a platform for mobile productivity and onsite sales that gives them access to customer information and sales collateral.

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Dynamics CRM gives us a single pane of glass to look into our various systems. Where we previously spent time bouncing back and forth to get all of that information, CRM allows us to see it all in one place.
- Paul Pawlowski, IT Analyst
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