Inside the CRM modernization that boosted productivity and cut inefficiencies by 10%

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. 

By adopting managed services for Dynamics 365, the insurer built a more connected operating model that improved visibility, reduced manual effort, and strengthened broker and customer engagement. 

Here’s what the client achieved: 

• A unified broker and customer view 
• Higher operational performance 
• More consistent and efficient reporting 
• Smarter, real-time marketing 
• Reduced manual effort and faster delivery 

Build an integrated CRM ecosystem that elevates service, engagement, and operational performance 

Download the case study to see how a unified Dynamics 365 CE operating model helped the insurer streamline processes, improve visibility, and support scalable digital transformation. 

Download now!