Microsoft Dynamics 365
Custom Insurance CRM Submissions Management
Submissions to carriers and brokers, tracked in the CRM instead of in someone's inbox.
The problem
Commercial insurance agencies struggle to keep submissions organized and trackable. Once a submission leaves for a carrier or broker it typically lives in email, so nobody can say what is outstanding, what came back, or how long it has been sitting.
What we built
Agents submit an opportunity to carriers and brokers directly from the record and track each submission's progress. Every response is captured back in the CRM, which streamlines follow-up and reduces E&O risk for professional insurance services clients.
