Insurance

Insurance demands fast, flexible software solutions for customers who’ve got more choices than ever.  We empower you to offer that choice. 

A cloud-based platform that integrates seamlessly with your existing IT systems.

SMART

Harness the power of data to more accurately predict risk

FAST

Speed up the quoting process with single-entry interview and third-party data integration

CUSTOMIZABLE

Configure bolt to fit your rules and your risk appetite

DRIVEN BY CUSTOMERS

A multi-product experience allows everyone to compare products side-by-side

BUSINESS ENHANCING

Take a premium on products you underwrite and commission on the products you don’t

Shape

Insurance Solution

Powered by Microsoft Dynamics CRM, Vffice insurance business solution provide an integrated agency management solution designed specifically for insurance agencies including group benefits, health, individual life, and financial services.

Dynamics 365 for Finance and Operations is now two applications—Dynamics 365 Finance and Dynamics 365 Supply Chain Management—to offer you more flexibility to adapt the capabilities you need, when you need them.

Features

Customized insurance products and solutions:

  • Insurance contracts
  • Claim management
  • Loss calculation
  • Loyalty programs
  • Insurance packages sales
  • Contracts prolongation
  • B2B Insurance products

Real-time Outlook synchronization

ERP Integration for complete synchronization of financial activity

Meeting scheduler

  • Employee’s availability
  • Meeting rooms booking

Single window for all customer interactions

Task ranking: The incoming requests are processed and distributed according to agents’ workload

Production calendar: employee work schedule and time tracking

Integration with a telephone system

  • One-click calls right from CRM Interface
  • Incoming call popups the CRM contact card so the agent can have immediate insights about the caller
  • If the number is unknown, CRM automatically creates a new customer card
  • Call history and a link to an audio recording are automatically saved and available for further use

Knowledge Database right in CRM

Delivery system integration

Our Solution Value

  • Short time-to-market (around three months, depending on the number of integrations)
  • Industry-specific – customized for Insurance and Finance, proven by Enterprise customers
  • One vertical solution for employees, partners, clients, and management board
  • Total transparency of all communications with customers
  • Every specialist’s performance tracking
  • Revenue growth based on improved targeting and more relevant offers thanks to customer history tracking
  • Agents can focus on selling, not on formalities and processes