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Insurance CRM Built on Microsoft Dynamics 365 Base CRM Power Apps


Realty CRM – Sales , Sales Recovery, Booking, Demand Notes, Reminders and Customer Service


  • Guided Process for Proposal /UW.
  • Comprehensive TAT Analysis.
  • Identify Process Bottlenecks.
  • Straight through Processing.
  • Role based access.
  • Automated task assignment.
  • My workplace dashboard to view task assigned.
  • Date and timestamp at every stage of the application with comments.

Sales Automation

  • Lead Generation from Multiple Sources

  • Mobile-Friendly Lead Entry

  • Automated Workflows for Follow-Ups and Prospect Visits

  • Automated Lead Assignment Based on Pre-Configured Rules

  • Geo-Location Enabled

New Business Process

  • Lead entry from multiple sources and automated routing
  • Generate quotes, Benefits illustration


  • New Case creation or convert quotes to cases
  • Generate and service U/W requirements
  • Premium Receipts and refunds
  • Automated Case / Application routing to QA, U/W
  • Integration with Document Management System
  • Customer on-boarding

Customer 360

Single view of customer across leads, proposals/cases, Policies, Claims, Service Requests

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