Automation of sales and collaboration with brokers in Dynamics 365.

One of the largest insurance companies in Europe replaced scattered spreadsheets, emails, and manual processes with a centralized Microsoft Dynamics 365 Sales environment. The project included system integration, process automation, and the development of dedicated sales and broker support tools.

Customer

One of the largest insurance companies in Europe.

Industry

Insurance / Brokerage Sales / B2B

Scale

80 users • 2 years of implementation

Implementation Time

2 years

Products

Microsoft Dynamics 365 Sales • Microsoft Power Automate • Microsoft Power Platform

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The Challenge

Collaboration with brokers relied on fragmented tools, email communication, and manual operations. The lack of a common system hindered sales tracking, reporting, and efficient partner support.

Data regarding offers, policies, and settlements was stored in multiple Excel spreadsheets and transferred between teams manually. This led to delays, the risk of errors, and information loss. An additional challenge was the lack of automatic data exchange between systems and limited transparency regarding case status and sales results. The project's goal was to create a single environment supporting sales, settlements, and broker support, while automating the most time-consuming tasks.

Scattered data

Offers, calculations, and case statuses were stored in multiple spreadsheets and systems.

Manual processes

Rewriting data and manually calling systems increased the risk of errors and prolonged service time.

Lack of transparency

Limited reporting made it difficult to monitor sales, settlements and broker collaboration.

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Results

Faster sales, fewer errors and more efficient broker service.

40%

shorter time of settlement operations

80%

fewer errors in the documentation

A few hours

instead of a few days to create policies

1 CRM

shared sales and broker service data

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Solution

Our Role

Why is that?

The goal was to create a single environment that would unify sales, billing, and brokerage services and reduce manual work and errors.

We implemented Microsoft Dynamics 365 Sales, integrated key systems and automated processes using Power Automate We've also created a dedicated quote calculator in Power Platform.

central CRM for sales and broker service
data integration between systems
process automation in Power Automate
dedicated offer calculator
dashboards for management staff
post-implementation support

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How to Get Started

Course of Events

Process analysis

We analyzed sales, service and information processes as well as the method of cooperation with brokers.

Problem identification

We identified areas with the highest number of manual operations, risk of errors and limited data transparency.

Proposed Solution

We designed the Dynamics 365 Sales environment with integrations and automations tailored to brokerage processes.

Implementation and automation

We launched CRM, Power Automate and a dedicated offer calculator in Power Platform.

Development and support

After launching the solution, the client benefits from our post-implementation support and further development of the environment.

Stack and Scope

The project included the implementation of Microsoft Dynamics 365 Sales as a central platform for managing sales, billing, and broker collaboration. The solution was integrated with existing systems, enabling automatic data exchange. Power Automate was used to reduce repetitive tasks, and the Power Platform was used to build a dedicated offer calculator. The project lasted two years and involved 80 users. The client is currently using oneDynamics' post-implementation support.

Implementation Time

2 years

Year

Sales (CRM)

Power Automate

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Numbers, not slides