CRM system Benefits

for Business

CRM System offers a stronger user experience and core CRM software capabilities
such as collaboration, information, automation, extensibility, mobility and Outlook
integration for both simplicity and offline utilization.

Dynamics CRM is also much more of a balanced or well-rounded CRM solution with
strong capabilities in Sales Force Automation (SFA), marketing, and customer service.
This solution is most likely to be best received by staff (sales, marketing, and service)
who spend the bulk of their day dealing with prospects and customers and not a lot
of time inquiring about historical accounting transactions.

Why Choose CRM System

. Deliver exceptional customer experiences
. Make customer engagement predictive
. Provide consistent, responsive service delivery
. Plan and implement smart multi-channel marketing

CRM system Benefits

for Insurance

It is easier to retain customers than to find and win over new ones.
Our CRM offers highly innovative and flexible tools that enable insurance
companies to form a rational and emotional connection with their customers.
With our CRM, Insurance companies can turn customer data into deep customer
relationships and open up new sales opportunities for now and the future.

Efficient Sales Process

Our Advanced Workflow facilitates the automation of lengthy sales process
including initial consultation, follow-up consultation, offers and modification
process and provides digital support with an automated reminder system.
This makes the sales process extremely efficient, and transparent reducing
errors and duplicate data entry.

A 360 View

A 360 view of every customer and our powerful sales capabilities
(including mobile apps), empowers consultants to access the
customer history, model calculations, prior contracts, terms, policies
sold, outstanding payments, customer claims, credit scores, etc.
before and during customer meetings, turning every meeting
into more productive and meaningful.

Service Capabilities

With our rich set of customer service capabilities, we help streamline
customer service with easy access to consolidated customer data and
customer service tools. While our Advanced Workflow and collaboration
tools automate cross-department collaboration and follow-up, helping
deliver proactive, Omni channel and superior customer service.

We provide the ability to integrate brokerage firms into the CRM system
making cooperation even more efficient. Brokers gain role-based access
to processed customer cases (including policies, premiums, invoices,
damage reports) which provides them with a 360- degree view of their
customers. Our integration platform facilitates seamless integration with
internal insurance systems, contract and damage overviews and software
for agencies to manage customers.

Request a


Ready to Learn More? Let’s start the show and see Inspire in Action.

Request a demo to see how our product is designed to simplify and streamline
business processes while providing a foundation for innovation. Please send us
your email and we will be in touch shortly.