CRM extension for pension and life-insurance companies built on Microsoft Dynamics 365 Sales and Customer Service. Adds 30+ industry-specific actions inside Dynamics 365: policy and claims handling, a dispatch screen that routes incoming email, fax and letters to the right department, reactive and proactive campaign suggestions, built-in CTI/IVR, bulk email and SMS, real-time integration with Oracle and mainframe core systems, and an agency and bank-branch portal.
Customer ServiceDynamics 365 Sales