Beyond Key ensures that our technical skill set is always up-to-date with the most current and latest technologies to support and enhance delivery capabilities.
Beyond Key excels in consulting with experience and delivering tailored, contextual solutions to complement your company’s goals on a variety of platforms.
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Beyond Key is a leading software development and IT consulting company, specializing in custom solutions and leveraging transformative Microsoft technologies. With a sharp focus on AI, we utilize Microsoft technologies, including SharePoint, Teams, Dynamics 365, and Power Platform (Power BI, Power Apps, and Power Automate). Our innovative methodologies and expertise give businesses a decisive competitive edge.
A Canadian insurance company leverages Microsoft Dynamics 365 for sales pipeline management
Insurance company leverage Dynamics 365 for sales and marketing to effectively manage data and service quality.
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.
About the Customer
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.
About the Project
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!
Beyond Key's Power BI finance dashboard helped Breg consolidate and analyze financial data, enabling real-time monitoring and informed decision-making.
Beyond Key implemented Power BI-based Finance Dashboards for a leading Investment Advisory company to analyze financial health and improve decision-making.
Smart home automation device company leverages wearable devices, AI and voice recognition technology to control home doors with voice, anywhere, anytime.