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95Hi
we have a requirement that we want to Integrate Dynamics 365 CRM with a insurance system called " Entsia"?
have someone previously worked on this?
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Link into Entsia for Account Management
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Accounts structure, LOA, acquisitions and mergers should be managed from CRM and fed automatically into PAS |
To update accounts within Entsia through the CRM |
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Contact database and reporting |
Maintain contacts and accounts in the CRM for access and information sharing. |
Store broker and partner information for ease of use and access |
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Mail merge and correspondence options |
Ability to easily send out communications to our contacts both all and specific segments – Lets consider software for mailouts?
Comms to multiple email addresses |
Allow for mailouts from pre-made mailing lists |
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Link to Power BI |
Account structure linked to Power BI for reporting purposes. Agents will require policy lists and claims status reports |
Allow for reporting |
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Broker Portal |
Ability for brokers to have limited view and usage of the CRM to use as the source of truth. |
Brokers can manage their own users and own customer holdings. |
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