Redspire and Microsoft’s suite of free online workshops help Insurance leaders drive their transformation strategies, with the right technology, at the right time. Book online now or get in touch for a chat.
Who’s the workshop for? Insurance Sales and c-suite transformation leads in Microsoft account managed Insurers
See how technology can enable sales and relationship managers to sell smarter and faster with Dynamics 365, enriched by AI and LinkedIn Sales Navigator.
Accelerate sales with predictive lead scoring and forecasting, with intelligent assistant support through the engagement process.
Unify rich customer data, company assets and top seller playbooks with free advanced insights features across desk-based dashboards and on-the-go devices.
Who’s the workshop for? Insurance marketers and c-suite transformation leads in Microsoft account managed Insurers
Gain a holistic view of customer behaviours with rich data insights, and discover new audience segments with AI-driven recommendations.
Visualise how to automate complex financial promotions compliance and connect to sales and service applications.
See how to create segmented nurture and transactional journeys that increase sales and loyalty and make use of simple, configurable content templates.
Who’s the workshop for? Insurance CX leaders, as well as c-suite transformation leads in Microsoft account managed Insurers
Learn how to build loyalty and increase CSat scores with Dynamics 365 for Service, Omni-channel for Service and Power Platform integrations.
Connect the dots across multiple touchpoints to create incredible customer journeys and understand and react to emerging service needs with AI and self-serve solutions.
Manage cases from first touch to resolution and gain real time insight on trends and satisfaction.
Who’s the workshop for? CTO’s or CIO’s who manage tactical and strategic digital transformation within Microsoft account managed Insurers
Explore data modernisation and low-code, no-code capabilities. Push creative boundaries and put the ability to build cool stuff in your people’s hands.
See use cases of Power Platform in action, to visualise how it’s more that the sum of its parts.
Conceptualise connected sales, service and acquisition journeys, built with Power Platform and hundreds of data integrations, including Dynamics 365 and third party tech.
Build, plan, and execute transformation strategies with a proven, innovative approach from Microsoft Catalyst – an envisioning and planning program that employs Microsoft Dynamics 365, the Microsoft Power Platform, and the Microsoft Cloud.
Redspire Catalyst Process for Insurance
Insurance organisations are redefining their businesses and digital infrastructure in the face of to threats from traditional and non-traditional competitors, increasingly stringent regulatory requirements, changing customer expectations, and the overwhelming number of claims resulting from catastrophic events.
Using the proprietary IDEA framework, developed with McKinsey, Harvard Business School and Microsoft, Redspire’s Catalyst trainers can help your team and stakeholders develop a mutual understanding of these business objectives and challenges, quantify your project value and bring it to life in a demonstration, proof of concept or pilot. Together we can plan a program of work to deliver the transformation project, with the right technology at the right time.
Read all about how Redspire, Microsoft and Specialist Insurer, Beazley collaborated to develop a brand new Power Platform-based booking system, Beazley Booking. This application for managing bookings and connecting brokers and underwriters during the covid-19 pandemic replaced a 400-year-old in-person process.
Read how we created a broker facing portal and a simple underwriter application, all connected to outlook and video conferencing. The rapid deployment meant Underwriters and Brokers could continue to meet virtually to discuss risk and close deals as they usually would in person at the Lloyd’s of London marketplace.
“At the forefront of customer experience and digital transformation, change comes fast and often, particularly in the Insurance sector. It’s my job as a hands on business leader and CEO at Redspire to be ahead of that curve and give our clients the greatest strategic advantage through our Microsoft partnership and their technologies. I’m driven by adding value and seeing change happen in insurance, and to growing Redspire to be a business that supports growth, innovates and gives back to the community.”
“As lead Solution Specialist for Redspire, I’m usually helping our Insurance clients scope and visualise the limitless possibilities of Microsoft Dynamics 365 and Power Platform. I’m fully Microsoft Catalyst trained to ensure our work in Insurance and the wider Financial Services sector inspires project success, helps design the future of the business and empowers businesses to innovate and bring change through the Microsoft stack.”
Want to see a 15% improvement in sales productivity?
By using the AI built into Microsoft Dynamics 365 for Sales you can gain rich insight into your prospects, whilst increasing personalisation and efficiency. Want to know more? Find out here: https://redspire.co.uk/crm-blog/sales-professional-guide-to-dynamics/