Realdolmen Education


Travi@ta CRM for Insurance to warrant customer centricity

This course is currently not scheduled on the open calendar, but can be organized on request.

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3 day(s)


Microsoft CRM End users (sales), key users, Application and technology consultants, developers, solution architects.


Before attending this course, students must have basic experience using Microsoft Dynamics CRM / Dynamics 365 Sales module, and knowledge of insurance roles in a business.


Learn our industry solution CRM for Insurance. Be able to support the direct and/or indirect sales process for insurance. Be able to go from lead over opportunity. Make quotes and promote to policies. Work with different kind of parties. Get insights in broker success. Have a 360° view of the end customer linked or not to a broker. Plan your sales business day and automate the follow up.


Class training with individual guidance and the possibility to ask questions. The student can immediately put the possibilities of the program into practice by means of exercises. Each student disposes of a workstation.


This course learns you how to support the sales process with Microsoft Dynamics CRM for an Insurance Carrier.

We will train you how to deal with a direct and an indirect sales process within CRM for Insurance as add-on to Microsoft Dynamics CRM. Learn how you can manage the flow from the initial contact of a lead over an opportunity, making a quote and converting into a policy with quittances and payments. Get insights in the lifetime of policies and manage suspensions, renewals or terminations. Be able to register and work with single, multi or company parties and see their 360° view with a timeline, their policies, coverage, opportunities and quotes. Learn how to create intermediaries and their single view with timeline, market share and production figures. Get a grip of how to perform a quality check to be sure to work with qualified intermediaries.