CRM for Pension & Life Insurance Companies
All marketing and customer relations are managed by PensionSoft used Pension & Life Insurance industry professionals for more than 10 million customers.
Who is it for?
Companies in pension & life insurance industry can use PensionSoft 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. PensionSoft 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?
Features and Advantages
Who Are Using?
Two companies on Pension & Life insurance industry are using PensionSoft widely to maintain their sales & customer service processes.