Vertical CRM application for insurance companies, brokers and agents, built on Microsoft Dynamics 365 by Portuguese Microsoft partner myPartner. It packages insurance-specific processes so firms avoid heavy customisation: a 365-degree customer view across B2C and B2B2C, client, policy and claims management, sales-to-cash, customer support and marketing activities, a user-configurable alert system and Power BI dashboards for portfolio and team performance. Delivered as SaaS.
Customer ServiceDynamics 365 Sales