Engage for Insurance

Explore Our Engage for Insurance Resources
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An Industry Guide for Evaluating a Move to Cloud CRM

What’s Inside

This 26-page guide will teach you everything you need to know about moving your CRM from Ground-to-Cloud, including examples, recent study data, process improvement recommendations, and more. You’ll learn:

  • The pros and cons of on-premises vs cloud
    Get an honest view regarding the benefits and drawbacks of each platform, so you can make an informed decision on what’s best for you business.
  • How industry evolutions are impacting a move to the cloud
    Cloud CRM is the way of the future. But why? And how could a decision to stay off the cloud impact your business long-term?
  • How to determine the best choice for your organization
    We’ll give you a checklist of all the most important considerations to keep in mind when evaluating your options.
Download the Ebook

A Day in the Life of a Territory Manager Using CRM

Engage for Insurance was created to help carriers use the latest version of Dynamics 365 to manage relationships with agencies and policy holders. Check out this video to see how a territory manager with an insurance carrier would use the solution.

A Day in the Life of a Territory Manager Using CRM

Engage for Insurance Product Sheet

What You’ll Learn

This 3-page product sheet will give you a brief rundown of the Engage for Insurance product. You’ll learn how it can help your organization focus on all aspects of the insurance business and the customer lifecycle, from relationship and engage management to business development. Plus, we’ll break down the five primary toolsets within Engage for Insurance – distribution relationship, direct channel management, the producer productivity suite, the policy integration toolbox and loss prevention.

Finally, we’ll quickly explain why going with Hitachi Solutions is a smart bet, due to our deep industry expertise and decades of experience providing high-value solutions that deliver a rapid return on investment.

Download the Product Sheet

A Day in the Life of a Life Insurance Wholesaler

Our Engage for 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 of a Life Insurance Wholesaler

Engage for Insurance Overview

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