Insurance news & resources

New Microsoft Dynamics CRM Add-On Aims to Help Insurance Agencies Boost Efficiency, Lower Cost, Grow Market Share

by Pam Derringer
Total cost of ownership lower than cloud solutions after one year, maker says
Commission Calculation Customer Engagement Customer Insights - Journeys (Marketing) Customer Relationship Mgmt Customer Service Customer Service Dynamics 365 Dynamics CRM Healthcare Insurance Sales Sales & Marketing

LATEST VENDOR RESOURCES

We Fixed These D365 Performance Nightmares – Here’s How | WEBINAR

XPLUS

Performance Monitoring in D365 F&SCM: Why your D365 is slow and exactly what to do about it?

XPLUS

Deployable Agents Tailored to Your Payables Needs

Fidesic

Customer Spotlight Video: Provance and Leeds City Council

Provance

Best AP Automation for Microsoft Dynamics GP

Fidesic
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The Partner's Guide to Assessing AP Transformation Risk During Dynamics GP-to-BC Migrations

Mekorma
A practical guide to reducing AP risk during GP to Business Central migrations.
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The Hidden Cost of Your Microsoft Dynamics Stack: Why ERP and CRM Integration Debt Is Holding You Back

Bluefort
Stop paying the hidden cost of disconnected ERP and CRM data.
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Terminal Velocity: The D365 Finance Payment Playbook

Bluefort
The biggest barrier to finance velocity in D365 Finance may not be your ERP, it may be the payment architecture sitting around it.
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Stop Paying to Collect Payments: The Payment Automation Playbook for Business Central

Bluefort
The hidden cost of payment processing in Business Central isn’t the payment. It’s everything that happens after it.
AP Automation Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Chemicals Complex Billing Construction

Why AP Breaks in Microsoft Dynamics and How to Fix It Without Replacing Your ERP

Mekorma
How Microsoft Dynamics teams can modernize AP by embedding workflows within the system.
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More Insurance White Papers

One Customer, Ten Records: How Cumberland Mutual Built a True Policyholder 360

Plauti
When a policyholder with ten policies shows up ten times in your CRM, great service is out of reach. See how Cumberland Mutual gave its reps one complete view of every customer and
Contact Center Copilot Studio Customer Engagement Customer Experience (CX) Customer Insights - Data Customer Insights - Journeys (Marketing) Customer Service Data Management Dataverse (CDS) Dynamics 365 Field Service Insurance

Rio Marine Shortens Their Payment Cycle by 75% with Mekorma

Mekorma
Now able to build batches, get approvals, and print checks or create ACH files within a single day
AP Automation Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Chemicals Complex Billing Construction

Beyond Checks: How Mekorma Streamlined AP for Senior Living Facilities

Mekorma
This senior housing operator cut checks — and boosted efficiency — with Mekorma
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Business Performance Mgmt Business Process Mgmt

Enhancing AP Efficiency at WEL Companies with Mekorma Payment Hub

Mekorma
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive BI and Reporting Boating Business Central Business Process Mgmt Check Printing
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Brello 360 — all-in-one insurance brokerage platform powered by Microsoft Dynamics 365

Brello 360 revolutionizes how insurance brokerages operate — simplifying workflows, automating financials, and empowering...
Accounting Automated Data Collection BI and Reporting Billing Business Process Mgmt Collaborative Workspaces Commission Calculation Communications Contract Management Contract Management Customer Experience (CX) Data Management

The emfluence Marketing Platform for Microsoft Dynamics

The emfluence Marketing Platform is a marketing automation solution built to work hand-in-hand with Microsoft Dynamics 365...
Dynamics 365 Dynamics CRM Dynamics Marketing Education Financial Services Healthcare Insurance Manufacturing Marketing Automation Sales & Marketing

BI4Dynamics AX - Business Intelligence for Microsoft Dynamics AX

BI4Dynamics AX is a standardized business intelligence solution on top of Microsoft Dynamics AX that covers all main...
Aerospace & Defense Agriculture Architecture Automotive BI and Reporting Boating Chemicals Construction Consumer Goods Data Warehousing Design & Decorating Distribution

BI4Dynamics NAV - Business Intelligence for Microsoft Dynamics NAV

BI4Dynamics NAV is a standardized business intelligence solution on top of Microsoft Dynamics NAV that covers all main...
Aerospace & Defense Agriculture Architecture Automotive BI and Reporting Boating Chemicals Construction Consumer Goods Data Warehousing Design & Decorating Distribution
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