Insurance solution for Dynamics 365

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Agent dashboard

Shows the day-to-day work related data in sales. It consolidates the important data to make the day productive for salespersons.

Business Process Flow

P&C Home Insurance Sales


This BPF helps to work with Leeds, Opportunities and Quotes depending on Insurance Category.

Insurance Claim Process


BPF helps to work with Claims entity. Initiate Claim stage includes fields like: Identify Customer, Location of Incident, Date of Incident, Description of Incident, Additional Parties, Names of Parties, Add supporting document On the Review stage user has possibility to select Policy, Offered claim amount and write is claim or email sending completed. On the Payout stage he will mark if Issue Payment to Customer is completed.

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