I would like to develop a solution for a new insurance broking and risk advisory company. This can sit as deployment of Dynamics 365 or something similar. Ideally, it will integrate with the Office suite of products, be scalable and have the ability for future integrations with other platforms.
Focus on a clean, crisp UX whilst efficiently handling a large volume of data at the same time. Preferably cloud-based and, again, can incorporate existing services such as OneDrive.
Will need to incorporate the full lifecycle of client interaction. From lead tracking and development, through the sales process and ongoing servicing.
All of which is pretty standard in existing OOB solutions. However, I would like to go one step further and integrate real time analysis in the solution. Something like a Power BI integration would be fine.
For example, I want to visualise data in such a way that the concentration of risks we cover can be plotted against a map. Identifying the total sums insured in specific areas, filtered by time, industry and so on.
This should then be compared against claims incidents and other information fed into the system. Such as catastrophic events, crime data and so on.
We also want to track an Account's risk rating, based on a host of factors.
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HI, I have read the requirements. It seems you need a complete CRM and ERP for this. We are expert in Microsoft Dynamics 365 and can implement both at your premises. can discuss more on chat. Regards, Aditi