Hi
we have a requirement that we want to Integrate Dynamics 365 CRM with a insurance system called " Entsia"?
have someone previously worked on this?
Link into Entsia for Account Management
| Accounts structure, LOA, acquisitions and mergers should be managed from CRM and fed automatically into PAS | To update accounts within Entsia through the CRM |
Contact database and reporting | Maintain contacts and accounts in the CRM for access and information sharing. | Store broker and partner information for ease of use and access |
Mail merge and correspondence options | Ability to easily send out communications to our contacts both all and specific segments – Lets consider software for mailouts?
Comms to multiple email addresses | Allow for mailouts from pre-made mailing lists |
Link to Power BI | Account structure linked to Power BI for reporting purposes. Agents will require policy lists and claims status reports | Allow for reporting |
Broker Portal | Ability for brokers to have limited view and usage of the CRM to use as the source of truth. | Brokers can manage their own users and own customer holdings. |
/pic9729642.png)
