The REF-OR-M B2B Digisure solution for Insurance is a pre-configured, end-to-end, comprehensive relationship management solution, tailored specifically to suit B2B Group products sales in the Insurance Industry. The consulting industry expertise that comes with the solution help carriers increase market share, and brokers to generate higher revenue.
The REF-OR-M B2B Digisure for Insurance has components and features facilitating the business to business sales process such as end-to-end guided sales process flow, in-app quote review by underwriter, negotiation process automation, broker experience and sales process aids.
This solution is built for B2B insurance, where businesses collaborate to manage risks and protect their assets. Our cutting-edge solution, built on the Microsoft Dynamics 365 platform, is designed to revolutionize the way insurance companies engage with their B2B clients.
With our comprehensive solution, insurance professionals can efficiently manage leads, nurture customer relationships, and provide tailored insurance solutions to businesses of all sizes. Powered by Dynamics 365, our solution offers a range of robust features, including streamlined lead management, accurate quoting, collaborative tools, and powerful analytics.
Flyer: The Digisure Solution
Pre-built point solutions and business content covering LOB specific processes and best practices.
Automated Business Process Flows and Interactive Dashboard for effective task management.
Automated Quote iteration recording as per the needs and highly interactive app built on Canvas platform for effective Stakeholder management.