Enhanced Cost Savings and Operational Efficiency with Dynamics 365 CRM for Health Insurance

We worked closely with our client to create a robust solution that leveraged Microsoft Dynamics CRM integration and its technology stack to enhance efficiencies, drive operational excellence, and elevate customer experiences.

The solution key tenets include:

• A Single View of the Customer: We created a comprehensive view of the customer by integrating Dynamics CRM with the client’s systems, including the website, eKYC, PIM, Policy Engine, and Data Warehouse. This customer view compiles key elements such as customer identification, policy details, claims history, billing, payments, financial information, and interaction logs into a comprehensive profile. This integrated approach facilitates improved service delivery and personalization by enabling a seamless flow of information across various systems.
• Streamlined Lead to Order Process: We enhanced the management of the entire lead lifecycle, from acquisition to conversion, by implementing automated systems in Dynamics that closely adhere to stringent service level agreements (SLAs). This included intelligent lead scoring, rule-based allocation, automated email communications, and custom customer record routing based on insurance type, ensuring efficiency, timely updates, and accurate team assignments. Additionally, we:
  • Simplified and automated product offerings through streamlined configurations, bundling, and one-click quote creation.
  • Developed a user-friendly self-service onboarding portal with AI-enabled tools for quick and accurate form completion, enhancing customer experience and accelerating onboarding.
  • Leveraged insights to improve customer service, identify cross-selling opportunities, and enhance chatbot capabilities for immediate responses to common inquiries.
  • Automated approval processes to expedite service delivery for lower-risk clients and implemented legal document generation with e-signature capabilities to enhance verification.
  • Fortified security and compliance through auditing and session management utilities, automated document scanning, and verification.
  • Strengthened the SLA-driven approval processes to include email integration and automated calendar event creation to streamline and expedite approvals.
• Streamlined Claims Management Process: The roadmap involved enhancing the Dynamics Power Portal, streamlining the claim creation and management processes, and integrating direct billing functionalities to greatly improve the provider experience. By leveraging the AI Builder Connector within Power Automate Flows, form processing for claims and billing has been streamlined, improving efficiency within a unified interface. The solution also
  • Extended integration within the system that helps generate comprehensive case records in D365 CRM, capturing detailed notes and activities for streamlined case management and follow-up.
  • Integrated SharePoint for swift access to claims documents from D365 CRM, enhancing productivity by reducing document search time and expediting claims handling processes.
  • Implemented sophisticated dashboards to categorize insurance claims by urgency, ensuring prompt attention to critical cases and facilitating effective claims management.
• Support and Maintenance: The technical support team was empowered with a knowledge-based system to quickly resolve end-user issues, significantly reducing investigation time. Implementation of a chatbot with quick-fix solutions for common technical issues and how-to queries further reduced support tickets and streamlined daily user activities. Other highlights include
  • Automated daily CRM system health checks reported via Power BI, minimizing manual intervention and preventing service interruptions.
  • A reusable codebase to reduce development time and streamline code application across projects effectively.
  • Streamlined code management and interaction processes using Azure DevOps, improving collaboration among development, support, and business teams.
  • Integration of contact management that synchronizes details from legacy systems to Dynamics 365 CRM, featuring duplicate detection and daily automated reports for administrators.
  • Adoption of the Scrum framework within Agile methodology enhancing daily activity tracking and issue resolution.