Insurance demands fast, flexible software solutions for customers who’ve got more choices than ever. We empower you to offer that choice.
Harness the power of data to more accurately predict risk
Speed up the quoting process with single-entry interview and third-party data integration
Configure bolt to fit your rules and your risk appetite
A multi-product experience allows everyone to compare products side-by-side
Take a premium on products you underwrite and commission on the products you don’t
Powered by Microsoft Dynamics CRM, Vffice insurance business solution provide an integrated agency management solution designed specifically for insurance agencies including group benefits, health, individual life, and financial services.
Dynamics 365 for Finance and Operations is now two applications—Dynamics 365 Finance and Dynamics 365 Supply Chain Management—to offer you more flexibility to adapt the capabilities you need, when you need them.
Customized insurance products and solutions:
Real-time Outlook synchronization
ERP Integration for complete synchronization of financial activity
Single window for all customer interactions
Task ranking: The incoming requests are processed and distributed according to agents’ workload
Production calendar: employee work schedule and time tracking
Integration with a telephone system
Knowledge Database right in CRM
Delivery system integration