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Microsoft Dynamics 365 CRM Solution for Insurance Brokers

Get High-Tech Insurance Software with Business Experts Gulf in Dubai, UAE, Middle East & Globally.

The insurance sector is constantly changing due to new technology, data-driven processes, and primarily paper-based operations. The insurance sector has undergone a digital transition, which has brought new difficulties, some of which are beneficial.

An AI ERP is simple to obtain for large organizations, but it is pretty expensive for SMEs. SMEs frequently favor spreadsheets to manage their data-related tasks. Once more, using a spreadsheet exposes you to human error, inadequate consolidation, and non-compliance.

Additionally, low productivity and inefficiency are caused by the time-consuming process of finding information from paper files, discs, and emails.

Insurance Management
Insurance Management
Insurance Management
World-Class Insurance Software Solution Development and CRM Service Providers

Insurance processing and tasks are complicated – uncomplicate them with a BEMEA-provided insurance management software solution. It helps in providing efficiency and lessens workload. Digitalize insurance work with a reliable software solution.

Having insurance in Dubai, UAE, Middle East & Globally is essential for every person, which means there are more than many insurance agencies. This leads to the fact that insurance agencies have a lot on their plate which needs organizing and managing – companies should opt for insurance management software to offload work stress. We provide our services to the following types of insurance brokerages:

  • General insurance
  • Life and group insurance
  • Medical insurance
  • Takaful insurance
  • Composite insurance
  • Third-party administrators
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Benefits of Choosing Business Experts

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Increased Productivity

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Strategic Decision

Anticipate market trends and customer preferences with Copilot's predictive capabilities, ensuring you stay ahead of the curve.

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Cost Savings Made Simple

Focus on high-impact activities, maximizing resource utilization and driving significant savings across the board.

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Increased ROI

With increased productivity, strategic decision-making, and cost savings, enjoy a higher return on your investment.

Key Features of Insurance Management Software

Manage your insurance agency operations online and offline with the following insurance management software features by BEMEA:

Online Support: Provide your customers 24*7 of support services by chat and SMS integration. Create customized FAQs for instant responses. Get all details of the customer to assist them through.

Payments: Manage and opt for the latest and most secure payment methods. Allow customers to select from multiple payment modes. Also, manage refunding policy.

Inventory Management: See the list of insurance products and the number of insurance products availed by the customers. See real-time reporting of insurance products.

Customer Details: Knowing your customer is very much important. Customize and add details of your customers. Keep customer accounts, details and records secure.

Submission and Claim Filing: You can also say file, customer accounts or records management. See customer history and payment details, provide accurate claims, and get submissions with care.

Online Built-in Tools: Do the math with precision and use AI tools to manage each and every aspect of insurance. See the list of practical algorithms that can be used for different insurance products.

Insurance Management
Insurance Management

Why is Microsoft Dynamics for Insurance Management Software Necessary in Middle East & Globally?

BEMEA ensures to increase in the productivity of insurance agents and brokers in the Middle East & Globally for the following reasons:
Quick Assistance: In this industry, time is money, so all insurance agents and brokers need to respond to customers by providing them with information on time. Get access to customer details online and offline.

Good Investment: To boost insurance agents/brokers’ productivity and unlock their full potential, insurance software is a good and reliable investment. It provides brokers and agents with all sorts of benefits.

Data Security: Data is gold for insurance agencies, and to protect customers’ data, companies need to opt for a solution that prevents data threats beforehand. This is also why companies should also opt for BEMEA’s Insurance Management Software Solution.

Benefit from Omnichannel: To avail customer details offline and online in Dubai, Abu Dhabi, UAE, Middle East & Globally, there is a need for a digitalized solution – BEMEA offers easy access to information and data at all times via web app and mobile app integration for Windows, iOS, and Android devices.

Enhance Customer Experience: Customer development is possible by providing instant information on all insurance products and assisting them around the clock. Implement a software solution that offers easy submission and claim to file with trendy and desired payment modes.

See Analytics and Reporting: Insurance agencies in Middle East & Globally require detailed and in-depth analysis and reporting to see how agents are doing and the company’s progress. Reporting allows managers and CEOs to monitor the progress and work of agents.

Increase Sales: Your agency can generate more leads and get actual clients with fully automated insurance management software. This is done by integrated and automated SMS, emailing, virtual call center, etc.

Agent Payroll Management: Manage agents’ pay, commissions, rewards, bonuses, TA/Da, and much more with BEMEA’s top-notch insurance management software.

Transform and Digitalize Insurance Processing with BEMEA

Our experts and consultants are rooted deep in the insurance industry and plan for future endeavors – Discuss your insurance policies with us and explore the world of achieving the impossible with Microsoft Dynamics 365.

Insurance Management
Insurance Management

A Comprehensive Solution for All Insurance Taskings

BEMEA provides a fully integrated web application and management software solution for all types and sizes of insurance agencies with service and data-driven modules, which includes general ledger and automatic accounting, and much more for regulating Middle East & Globally insurance laws

Why Choose BEMEA for Insurance Management Software Solution

Regulation: Configured accounting and financial transactions with product workshop..

Reduce Time to Market: Decision development is possible by keeping a view of dynamic reports and increasing workflow.

Plug and Play: Get your insurance management software solution on the cloud.

Integration: Automate accounting, reinsurances, refunds, claims, record management and such.

Guarantee: Get multilevel support around the clock with timed maintenance, including implementation and training.

Scalability: Provides a scalable solution for all departments of the insurance agency.

User Experience: Provide friendly UI with quick response time.

Compatible and Adaptable: Flexible insurance management system that works with existing software.

Insurance Management
Insurance Management

Dynamics 365 Offers a Lot of Customization

The insurance sector does not produce any tangible goods. Instead, there is a lengthy documentation trail for brokers, resellers, and other B2B partners. The insurance sector heavily depends on data-related operations, including reporting, policy, client, claims, quotes, and reinsurances. Thus, having a reliable business repository is crucial.

Insurance brokers may manage the workflows, client connections, and business demands that are most crucial to their insurance agency by utilizing Dynamics 365’s robust platform. Dynamics 365 is a CRM with automated business processes and a single point of contact for all client interactions.

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Property Management Software Solution

We at Business Experts Gulf Abu Dhabi, Dubai, UAE, Middle East & Globally will assist you with the Regional Real estate, Property management software solution with AI for the Dubai, UAE, Middle East & Globally terms of law and guide you with the implementation.

Conclusion

We at Business Experts Gulf in Dubai, UAE, Middle East & Globally will assist you with the Regional Real estate requirement of yours and guide you with the implementation.

If you are looking for a way of trying to transform property management and driving it towards digitalization, then with property management solution “eXperts PM365”, it would be of great help. You would be able to take advantage of the software and with strategic design; the application is able to make your customers satisfied. Here are some grand features you get to enjoy and how enabling self-service and with integration, you would be able to reach higher-end customers.

Property Management in Microsoft Solution for your Organization

A single source of data and different parts of the organization would help you with a more accurate reporting, and this would lead to a better informed and quicker response as well. With us at BEMEA in Dubai, UAE, Middle East & Globally, you would be getting property management software help for the smooth running of everything. You would be able to provide customer service on different platforms.

Processing and Scheduling with Ease

Automated property management software in Dubai, UAE, Middle East & Globally would help you in managing the staff and the customer at the same go. It would also improve the productivity level of the staff and there would be the option of service scheduling as well.

We help you and are business experts in property management software and would assist you and guide you with the whole process of real estate requirements and implementation on Dynamics 365.

Stir Up Customer Experience
Boost customer engagement by sending messages to their preferred social platform and channel and send personalized and automated emails to customers according to their purchases.

Attract the Targeted Perspective
Make use of guaranteed marketing AI tools and automation, which includes messaging, emailing, LinkedIn integration and landing web pages and telemarketing.

Create Quick Campaign Resources
Use design tools and content blocks that are entirely reusable with the approval of Microsoft Power Automate.

Build Organizational Level Marketing
Create targeted marketing campaigns with the latest customer insights.

Single Design View of Prospects
See data, leads, customer contact and other information details with an integrated and unified app Microsoft Dynamics 365 Sales.

Identify, Select and Close Accounts
Use tailored account-based information development activities to see targeted audiences and close top accounts.

Improve Productivity and Update Coordination
Improve workflows by connecting sales and marketing. Automate tracking of follow-ups and feedback and send automated emails to the customers – this allows for time-saving for the employees and improves productivity.

Promote Collaboration via Office 365
Use Office 365 tools, calendars and enhanced communication channels to advance marketing campaigns and generate more leads.

Improve Marketing Productivity
Use pre-installed marketing dashboards and analyzers to see customers’ latest insights.

Choose and Evaluate the Right Content
Test your content with the A/B testing module and send messages via an automated scheduler.

See Customer Requirements
See customer requirements with their feedback via surveys by tracking customer buying journey.

Concentrate on Prospective Audience
Target guaranteed leads by marketing automation tools and data. Improvise customer engagement by creating multiple leads marking frameworks.

Enhance Marketing the Way You Want
Facilitate build and deploy processes to improve marketing campaigns for web and mobile apps without coding or programming.

Get Useful Insights and Data from Dynamics 365 Marketing
Easily encompass data from third-party apps and the latest Microsoft Dynamics Power Automate to automate processing and improve workflows.

Update Marketing Campaigns
Make one-of-a-kind marketing campaigns with integrated Microsoft Dynamics 365 Sales and the latest insights of customers and their journey.

Promote Marketing Globally
Get worldwide leads and close top accounts by creating unique marketing campaigns with the help of Microsoft Dynamics 365 Marketing solutions.

Pricing for Dynamics 365
We can help organisations in streamlining administrative service-related operations with the help of the Microsoft Dynamics 365 suite of cloud-based business tools. You can count on us to free up your staff to concentrate on what matters. The reason why so many businesses utilise Dynamics 365 as their CRM is the flexibility and affordable pricing it provides.

Supported Regions

UAE (Dubai, Abu Dhabi, Sharjah, Ajman, Umm Al Quwain, Fujairah, and Ras Al Khaimah), GCC. (Bahrain, Kuwait, Oman, Qatar, Saudi Arabia) Yemen, Iraq, India, Lebanon, Indonesia, Pakistan, Africa, Canada, and USA, with Global approach.

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