Pension365

CRM for Pension & Life Insurance Companies

All marketing and customer relations are managed by Pension365 used Pension & Life Insurance industry professionals for more than 10 million customers.

What is Pension365?

Pension365 is an extension on Dynamics 365 Sales & Customer Service spesifically built for pension & life insurance companies. Pension365 is using Dynamics 365 powerful workflow and analytics capabilities in order to deliver seamless experience to customers for sales, marketing and call center purposes.

Who is it for?

Companies in pension & life insurance industry can use Pension365 in order to enhance their experience on Dynamics 365 Sales & Customer service modules.

As we all know, CRM is a key term for every each company. Pension365 is leveraging Dynamics 365 capabilities to reach and communicate with clients in a very easy way. It can be integrated into current systems and maintain easy to use interface to overcome complex scenarios.

It is fully compatible with Microsoft technologies, like Excel, where everybody knows how to use it, right?

Solution Details

Sales

Connect, personalize and convert more leads to sales.

Marketing

Data driven, runs on it self.

Customer Relations

Build relationship not for sale only.

Social

Connect, follow and plan your next best action.

Technology

Build on one of the most customizable solution.

Features and Advantages

Increase on Sales, Service and Customer Satisfaction

Anybody can use Pension365 running on Dynamics 365 without any difficulties which will help you to increase sales and customer service quality.

Quick Adaption

Due to Microsoft Office Word/Excel integration, users learning curve on Pension365 will be faster than you imagine with the help of Dynamics 365 user experience.

Secure Infrastructure and Mobile Access

As Pension365 built on Dynamics 365, it is using one of the most secure infrastructure. You can secure your environment with custom rules. Also it has mobile app running on iOS and Android phones without a need of any user interface changes.

Quick Customization with Easy Integration

Dynamics 365 is built on one of the best low-code platform; Power Apps. This makes Pension365 one of the best customizable product on the market. With the help of +300 integration endpoints, you don’t rely on any 3rd party system to create your own integrations.

Who Are Using?

Two companies on Pension & Life insurance industry are using Pension365 widely to maintain their sales & customer service processes.

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