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General insurance business process and features supported by MSCRM? RRS feed

  • Question

  • Hi,

    How can we come up with general insurance business process and featured supported by MS CRM? Do we have any Insurance Vertical Implementation Help Guide?

    Thanks,

    Tuesday, March 13, 2012 12:19 PM

Answers

  • Microsoft announced in their 2012 Q2 Release Preview Guide (http://crmpublish.blob.core.windows.net/docs/ReleasePreviewGuide.pdf) that there will be industry templates for Life Annuity Insurance Sales:

    Showcases sales, marketing, and customer service scenarios designed specifically for insurance agents, brokers, claims managers, underwriters and customer service personnel. This empowers insurance professionals to be more productive and helpful, to improve service delivery, and to enhance marketing performance by identifying and realizing organic growth opportunities

    • Marked as answer by MSCRMS Tuesday, March 13, 2012 1:28 PM
    Tuesday, March 13, 2012 1:13 PM
    Moderator

All replies

  • Microsoft announced in their 2012 Q2 Release Preview Guide (http://crmpublish.blob.core.windows.net/docs/ReleasePreviewGuide.pdf) that there will be industry templates for Life Annuity Insurance Sales:

    Showcases sales, marketing, and customer service scenarios designed specifically for insurance agents, brokers, claims managers, underwriters and customer service personnel. This empowers insurance professionals to be more productive and helpful, to improve service delivery, and to enhance marketing performance by identifying and realizing organic growth opportunities

    • Marked as answer by MSCRMS Tuesday, March 13, 2012 1:28 PM
    Tuesday, March 13, 2012 1:13 PM
    Moderator
  • Thank you Feridun. This helps...
    Tuesday, March 13, 2012 1:28 PM