DXC Accelerator for Microsoft Dynamics 365 for Broker Management

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DXC Accelerator for Microsoft Dynamics 365 for Broker Management

Tue, 4, Aug, 2020

Join our webinar to understand how to onboard brokers efficiently, track pipeline and performance and improve relationships.

Sometimes armed only with notebooks and spreadsheets, insurance and financial services companies struggle to manage the essential process of onboarding brokers. Using error-prone manual systems and disparate data systems, they also lack business-critical visibility of KPIs such as performance by broker, percentage of won/lost opportunities and those who bring in good business versus bad.

At this webinar, we would like to tell you more about how the DXC Accelerator for Broker Management automates the whole process.

On this webinar, you will learn how to:

• Have an automated broker management solution in place in weeks
• Automate onboarding to speed up the application process in areas such as checks and searches, ambit process, approvals and admin and broker ratings and risk
• Use workflow to expedite background checks to instantly assess brokers for compliance
• Offer your brokers a self-service portal to save you hours of internal administration time
• Take control of a centralised environment of brokers, business managers and their opportunities to provide accurate pipeline management and forecasting
• Enjoy access to business intelligence (BI) dashboards and tools to see an instant and easy-to-understand display of KPIs
• Be alerted automatically to any abnormalities or potential matters of concern
• Meet compliance with the FSA
• Know which brokers are working on which opportunity and be assured that this information will be retained if key individuals leave..

What’s more, as experts in CRM we are certain this solution will also serve to increase loyalty with brokers/introducers because it improves the way they interact with you.

Who is this webinar for?
The DXC Accelerator for Broker Management is suitable for insurance and financial services companies.

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