Customer case study

Services: Microsoft Dynamics 365 | IT Security | IT Consultancy

An online legal indemnity insurance policy provider who store large amounts of confidential data.Guaranteed Conveyancing Solutions Ltd (GCS), established in 1998, are the pioneers behind the concept of Instant Issue legal indemnity insurance.

GCS also boast an experienced and knowledgeable underwriting team, all coming from legal and specialist insurance backgrounds. Their underwriters draw on a wealth of practical experience and technical know-how to unravel complex title issues and to provide simple solutions.

Their requirement

Meeting | Infinity Group

The Solution

We implemented Microsoft Dynamics CRM to replace the existing administration system. Executing a phased rollout of the admin, underwriting and marketing modules to ensure minimal business disruption and maximum user adoption.
The Microsoft Outlook integration natively included in Microsoft Dynamics CRM meant the new system was easy to use and ensured staff were working efficiently by using a single, connected system.

Collecting all customer, policy and underwriting information into a single database means there is a single data store allowing marketing to report accurately and intelligently across the customer base. Using the power of Microsoft SQL Server Reporting Service (Microsoft Dynamics CRM’s reporting engine) means that the marketing department can automate complex milestone reporting to reward customers as they place defined numbers of policies over time.

The Result

The end result is that MTC now have a unified tool working across multiple business units, providing end users with the functionality they desperately needed, such as a mobile app and integration with Microsoft Outlook for tracking emails and appointments, as well as consistent, reliable, reporting across their sales for the whole business.

Future phases are already planned to deliver further benefits to users, such as the introduction of Microsoft Dynamics 365 Marketing, integration with their membership portals and visitor booking system and more.