--- title: Insurance 365 - Digitalize your business with Microsoft description: With Insurance 365 you gain a CRM solution based on Microsoft Dynamics 365 that optimizes your customer and stakeholder management. image: https://global.digitall.com/hubfs/21%20-%20Neue%20Landingpages/Insurance360_Parachute_iStock-1433098623.jpg --- [![DIGITALL Logo ](https://global.digitall.com/hubfs/Logo_Logo%20white.svg) ![DIGITALL Logo ](https://global.digitall.com/hubfs/Logo_Logo%20colored.svg)](https://www.digitall.com) - [English](https://global.digitall.com/download-offer-insurance-365-microsoft) - [Deutsch](https://global.digitall.com/de/download-offer-insurance-365-microsoft) - [English](https://global.digitall.com/download-offer-insurance-365-microsoft) - [Deutsch](https://global.digitall.com/de/download-offer-insurance-365-microsoft) # Insurance 365 #### Customer Centricity for Insurers   ##### ![DIGITALL Insurance 365 - The Insurance Customer Experience Framework](https://global.digitall.com/hs-fs/hubfs/DIGITALL_Logos/DIGITALL%20Insurance%20365_Logo_WhitePadding.png?width=500&height=79&name=DIGITALL%20Insurance%20365_Logo_WhitePadding.png) ##### [SALES](https://global.digitall.com/download-offer-insurance-365-microsoft#sales) | [MARKETING](https://global.digitall.com/download-offer-insurance-365-microsoft#marketing) | [SERVICE](https://global.digitall.com/download-offer-insurance-365-microsoft#Service) | [CONTENT](https://global.digitall.com/download-offer-insurance-365-microsoft#Content) | [CONTACT](https://global.digitall.com/download-offer-insurance-365-microsoft#Contact) ## Insured with DIGITALL & Microsoft Dynamics 365   DIGITALL Insurance 365 is the industry solution based on [Microsoft Dynamics 365 and Power Platform](https://global.digitall.com/microsoft-reselling-implementation-partner?hsLang=en)applications for centralized overview of Insurance customers and partners. Automate your insurance management with the most important ready-made processes, including self-service options. Manage customer and partner information, automate key processes across the entire customer lifecycle, and get the tools you need for acquisition and cold calls. Create and edit customer appointments and opportunities, and view policy, claims and inquiry data. - Satisfied customers & employees - Save costs & time - Work more efficiently and transparently #### What is DIGITALL INSURANCE 365 IN DETAIL? A CRM solution based on Microsoft Dynamics 365 and the Power Platform applications specifically for the Insurance Industry.  #### Get an inside overview in our DIGITALL Talk with the Product Team.     #### Our accelerator for your project Our accelerator gives you the individual opportunity to accelerate your joint project with us and save time and development effort, especially at the beginning. With this approach, the focus of the development is guaranteed to be on processes and objectives specifically tailored to your needs. #### You can directly find our offer in the [Microsoft AppSource](https://appsource.microsoft.com/en-gb/marketplace/consulting-services/ec4uexpertconsultingag.insurance_365?country=DE&page=1&product=dynamics-365-for-sales)   #### [The Insurance CX Framework](https://appsource.microsoft.com/en-gb/marketplace/consulting-services/ec4uexpertconsultingag.insurance_365?country=DE&page=1&product=dynamics-365-for-sales)   [![Logo\_Logo symbol colored](https://global.digitall.com/hs-fs/hubfs/DIGITALL_Logos/Logo_Logo%20symbol%20colored.png?width=200&height=200&name=Logo_Logo%20symbol%20colored.png)](https://appsource.microsoft.com/en-gb/marketplace/consulting-services/ec4uexpertconsultingag.insurance_365?country=DE&page=1&product=dynamics-365-for-sales)     ## Dynamics 365 for your sales team Give your sales team the best tools and data with DIGITALL Insurance 365 to identify and qualify potential customers. Choose the best possible next steps, develop customer segments smartly, and document customer history seamlessly. ![Three paragliders jumping together ](https://global.digitall.com/hs-fs/hubfs/21%20-%20Neue%20Landingpages/insurance_sales_iStock-182850892.jpg?width=1000&height=667&name=insurance_sales_iStock-182850892.jpg) - #### ACCOUNT SETTING Subdivision of the customer view into a clear structure with a corresponding overview: - Private customers / Contact - Corporate customers / Account - Partner / Account (agency, broker, insurer, service provider)   Segmentation of customers into: - Qualified (Contacts and/or Accounts) - Interested (contacts and/or accounts) - Current policyholders (contacts and/or accounts) - Former policyholders (contacts and/or accounts)   Corresponding contacts can be recorded for corporate customers and partners. - #### (CONSULTATION) MEETING Whether it's a consultation or a claims meeting, direct customer contact on-site or remote offers the best opportunity to interact with customers and sell insurance products. Offer customers and prospects a simple way to set up a meeting on-site or as an online meeting with self-service options and predefined time windows for the respective request. All meetings  are transferred directly to your calendar. Internal service staff or agencies can also work with pre-selected contacts. For an agreed meeting the user is guided through both the preparation and the appointment itself. In this way no important points and information are forgotten. The customer thus receives the individual support he or she deserves. In the follow-up, the relevant information can be sent to the customer automatically and follow-up activities can be recorded in the CRM. In this way, you never miss an opportunity to do business while providing the highest possible level of service to the customer. - #### CONSULTATION MEETING NOTE It makes no difference whether it is an initial consultation, an annual meeting or a claims intake, simply create a consultation protocol or meeting note from the information already prepared and recorded in a structured way from the consultation/client meeting. The creation is based on predefined templates (pre- and post- processing). - #### LEAD POTENTIAL The pre-structured potential (lead) qualification process ensures sales potential. It will be continuously enriched with information using predefined actions - provided by your employees. The conversion-rate is analysed according to the new insurance policies (using a defined index). - #### SALES OPPORTUNITIES Collect structured and concrete inquiries about specific segments from customers and business partners. Information on next steps helps to achieve the greatest possible success and maximize the number of deals. Additional, outcomes of the sales opportunity can be recorded to gain insights for future inquiries. - #### PROFITABILITY Profitability is an important indicator in the insurance industry, showing, for example, whether a customer relationship or portfolio is profitable from the insurer‘s point of view. In this context, premium income is offset by claims payments. With our solution, these profitability figures can be viewed at different levels and for different objects (e.g., customers, contracts, broker portfolios), so that appropriate portfolio management measures can be taken at an early stage. - #### CUSTOMER PORTAL – SELF-SERVICE (24/7 WITH CHATBOTS) With self-service and automation, customers can answer their own questions quickly and easily. Integrated, powerful chatbots automatically resolve repetitive tasks and simple support cases in direct communication with your customers. Handover to an agent for specialized handling is also possible - #### POLICY AND CLAIMS VIEW With the display of policies and claims, we round off the 360° view of the customer, giving insurance companies, agencies, brokers and customers a complete overview of the portfolio, the policies concluded and claims. The system is used as a front-end option for recording claims in order to pass on the relevant information to a claims processing system. Through the structured display in CRM, sales follow-up activities from both objects can be recorded and processed to increase efficiency, effectiveness and success. ## Dynamics 365 for Marketing Provide the right marketing templates and tools to engage your leads and customers through personalized and relevant activities. Make your marketing team's job easier with standardized templates that bring your brand into focus and provide freedom for creative campaigns. **Manage** **customer** **and** **partner** **information** Automate key processes across the entire customer lifecycle, and get the tools you need for acquisition and cold calls. Create and edit customer events and opportunities, and view policy, claims and inquiry data. - Satisfied customers & employees - Save costs & time - Work more efficiently and transparently ![A skier paragliding towards a mountain](https://global.digitall.com/hs-fs/hubfs/21%20-%20Neue%20Landingpages/insurance_marketing_iStock-157579367.jpg?width=1000&height=667&name=insurance_marketing_iStock-157579367.jpg) ## Dynamics 365 for Service In addition to insurance sales, reliable claims settlement and modern marketing, back-office customer service is another very important pillar in customer care**.** With DIGITALL INSURANCE 365, we are bringing together solutions based on Microsoft Dynamics 365 and the Microsoft Power Platform applications, so that customers can be serviced quickly, reliably and in a targeted manner. The customer service module contain the following central elements: - Structured collection and management of customer concerns from different input channels. - Distribution of concerns based on the skills of the staff members - Fair distribution of work - Prioritisation of important concerns - Deposit and measurement of service level agreements - Possibility to record time spent on issues - Enable staff to deal with every issue as competently and reliably as possible ![An assistated parachute jump, the client is showing thumbs up. ](https://global.digitall.com/hs-fs/hubfs/21%20-%20Neue%20Landingpages/insurance_service_iStock-495468770.jpg?width=1000&height=667&name=insurance_service_iStock-495468770.jpg) ### Take a look at our content to find best practices for your industry. ![A red cliff and sunlight](https://global.digitall.com/hs-fs/hubfs/21%20-%20Landing%20Pages/Microsoft/Microsoft_red_cliffs_iStock-538143827.jpg?width=1254&height=836&name=Microsoft_red_cliffs_iStock-538143827.jpg) ### DIGITALL as Microsoft Partner Dive into the world of Microsoft and learn what tools are available to help you digitize your business. [Find out more](https://global.digitall.com/microsoft-reselling-implementation-partner?hsLang=en) ![A big group of paragliders holding hands. ](https://global.digitall.com/hs-fs/hubfs/Blog%20Files/Blog_paragliders_insurance_iStock-1064255538.jpg?width=1200&height=862&name=Blog_paragliders_insurance_iStock-1064255538.jpg) ### CX- & CRM-Trends Read how to make the customer journey in the insurance industry digital, smart and personal. [Read the article](https://blog.digitall.com/5-major-cx-and-crm-trends-in-insurance?hsLang=en) ![A deer in high grass](https://global.digitall.com/hs-fs/hubfs/Blog%20Files/Blog_Customers_Deer_iStock-1325069840.jpg?width=1366&height=768&name=Blog_Customers_Deer_iStock-1325069840.jpg) ### Customer Centricity It takes a complete shift in your company culture to become customer centric. Find out how to do it. [Read the article](https://blog.digitall.com/customer-centricity-stop-hunting-your-customers?hsLang=en) ## Contact us ### Our insurance expert team is ready for your questions and inquiries. ![Mario-Pufahl](https://global.digitall.com/hs-fs/hubfs/00_Profile-Images/Mario-Pufahl.png?width=150&height=150&name=Mario-Pufahl.png) #### Mario Pufahl ##### Chief Sales Officer ![Florian Dimmig ](https://global.digitall.com/hs-fs/hubfs/00_Profilbilder/Florian_Dimmig_Profile.png?width=150&height=150&name=Florian_Dimmig_Profile.png) #### Florian Dimmig ##### Sales Manager ![Profile\_Florian Kiene](https://global.digitall.com/hs-fs/hubfs/00_Profile-Images/Profile_Florian%20Kiene.png?width=150&height=150&name=Profile_Florian%20Kiene.png) #### Florian Kiene ##### VP FUNCTIONAL CONSULTING ## Interested in a demo meeting? Write us. ##### Company [About Us](https://digitall.com/who-we-are) [Leadership](https://digitall.com/leadership) [News](https://digitall.com/news) [Careers](https://digitall.com/careers) [Contact us](https://digitall.com/contact-us) ##### Contact us **Germany** Reuterweg 49 60323 Frankfurt am Main +49 721 46 476-100 **Bulgaria** Business Park Sofia, Build. 15, 5. OG, 1766 Sofia +359 2 489 57 25 [![Logo\_Logo white](https://global.digitall.com/hubfs/Logo_Logo%20white.svg)](https://www.digitall.com) - [Imprint](https://digitall.com/imprint) - [Privacy Policy](https://digitall.com/privacy-policy) © Copyright 2026, DIGITALL. ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "caption" : { "@type" : "MediaObject", "contentUrl" : "https://global.digitall.com/media-transcripts/144921857081/de.vtt", "inLanguage" : "de", "name" : "de Captions" }, "contentUrl" : "https://6576772.fs1.hubspotusercontent-eu1.net/hubfs/6576772/Events/Insurance%20365/231110_Digitall_Talk_SHORT_DE.mp4", "dateModified" : "2025-09-16T07:24:01.737Z", "duration" : "PT3M11S", "height" : 1080, "name" : "231110_Digitall_Talk_SHORT_DE", "thumbnailUrl" : "https://global.digitall.com/hubfs/Events/Insurance%20365/231110_Digitall_Talk_SHORT_DE.mp4/medium.jpg", "uploadDate" : "2023-11-10T08:58:00.296Z", "width" : 1920 } ```