The shift to Dynamics 365 that delivered 50 percent cost savings and workflow velocity

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. 

By centralizing CRM support, strengthening governance, and embedding Dynamics 365 workflow automation, the insurer built a scalable foundation that improved service quality while delivering measurable CRM cost optimization. 

Here’s what the client achieved: 

• Clearer operational visibility 
• Lower support and infrastructure costs 
• Stronger service performance 
• Higher operational efficiency 
• Scalable CRM foundation 

Build a CRM foundation that improves service speed, visibility, and scalability 

Learn how a modern Dynamics 365 CRM managed services approach helped this insurer reduce costs, accelerate issue resolution, and create a more resilient CRM environment across core insurance operations.