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Case studies
A leading specialty insurer modernized its engagement model by moving away from fragmented, email-driven processes toward a unified Dynamics 365 CRM automation framework.
The shift was not about replacing tools. It was about achieving clarity across broker relationships, improving how cases flowed through the organization, and making communication more relevant, timely, and measurable.
A leading UK specialty insurer modernized its CRM ecosystem by adopting a unified Dynamics 365 CRM managed services model. Faced with fragmented vendor ownership, disconnected systems, and slow service cycles impacting underwriting and broker servicing, the insurer needed a more disciplined operating approach.
A leading specialty insurer advanced its CRM capabilities through Dynamics 365 CE modernization, supported by a unified managed services model. With sales, service, onboarding, events, and marketing teams operating across siloed tools, the organization needed a scalable approach that could stabilize BAU operations while enabling deeper CRM integration and automation.
Our industry
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Transform the shopping experience across all channels and promote sustainability throughout your value chain
Making banking and financial services resilient and ready for the future
Powering scientific breakthroughs with cutting-edge technology to revolutionize medical treatments and research
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Client
testimonials
The professionality and full availability of the team members involved in the project was a key factor that led to the success of the entire operation, obtained within the planned timeline and budget.
Visionet worked within an Agile framework with Cynosure’s BI team to build a cloud-based Data Estate with ETL pipelines and Power BI models to help us create meaningful insights via dashboards and reports in a self-service fashion.
Visionet’s unparalleled Cloud expertise and managed services helped us attain operational efficiency and foolproof security which led to efficient and effective resource utilization and cost-reduction.
During COVID-19 pandamic we had to close the majority of our stores and that’s why we approached Visionet. They implemented solutions that maximized limited resources and continued to produce results while having minimal impact on our customer experience.
ChefZone was in dire need of a robust inventory management solution. Visionet and Microsoft allowed us to enable in-sync inventory operations with faster order fulfillment.
Working with Visionet has been an amazing experience. In a considerably short time, they revamped our data management platform and helped us reimagine productivity in Life Sciences - proving themselves as one of our most trusted technology partners.
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