Life Annuity Insurance Template for Dynamics 365

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Navigation:

 


2Life-Annuity

 


2Life-Annuity

 

Business Process Flow

Insurance Sales Process

Provides continuous process and going through stages with different entities.


Dashboards:

Agent Dashboard

2Life-Annuity

 


 


2Life-Annuity

Executive Dashboard


Issuing Team`s Dashboard

 


2Life-Annuity


 

2Life-Annuity

Manager Dashboard


Sales Assistant Dashboard

 

2Life-Annuity

 

 

2Life-Annuity

Underwriter`s Dashboard


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