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Learn how Beyond Key helped a Canadian insurance company to cross-sell better and fuel their customer support by automating tasks to eliminate duplication and human errors.
Our client is an insurance provider based in Quebec, Canada. They work with third-party companies and more than 10,000 agents nationwide who help them enroll new members in their benefit plans. They administer insurance programs for auto, theft, accidental and health.
Beyond Key built an easily configurable dashboard with Dynamics CRM to track completed and in-progress sales activities. Additionally, the client was also able to nurture dry leads and consolidate several disconnected data stores and third-party applications.
To learn more about the capabilities of Microsoft Dynamics CRM for the insurance sector, download our case study now!
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