Microsoft Dynamics 365
Custom D365 CRM Sales Pipeline
A kanban pipeline built for insurance agencies, configurable by the people who actually use it.
- Custom kanban board
- User-configurable cards
- Stage metrics & SLA tracking
- Advanced filtering
Our work
Solutions we’ve built for clients
Each of these started as a gap between what a platform gives you out of the box and how the business actually needed to work. Screenshots are from working systems in a sandbox environment.
Microsoft Dynamics 365
Custom Insurance CRM Submissions Management
Submissions to carriers and brokers, tracked in the CRM instead of in someone's inbox.
- Submit to carrier or broker
- Submission status tracking
- Response capture
- E&O risk reduction
Microsoft Dynamics 365 · Dataverse · Azure Blob · SharePoint
Custom File Management Module for D365
Dataverse-native document management with automatic archiving, so storage costs stay predictable.
- Dataverse-native storage
- Drag-and-drop upload
- Auto-archiving to Azure Blob or SharePoint
- Documents linked across records
Microsoft Dynamics 365
Guided Agency Setup Solution
One guided workflow that replaces hours of reading Microsoft documentation.
- Guided setup workflow
- AMS integration configuration
- Live completion tracking
- Go-live checklist
Microsoft Dynamics 365 · Dataverse
Workforce Center Candidate Onboarding
Hiring compliance kept in-house on the Microsoft stack, instead of a third-party platform.
- Duty-based onboarding rules
- Guided compliance checkpoints
- Background check & drug screen tracking
- Dataverse-native, fully in sync
Have a gap your systems don’t cover?
Most of what you see here started with someone saying “the system can’t do that.”