How Does Dynamics 365 for Insurance Work?

Learn how a tailored insurance CRM solution could help you:

  • Provide a single view of client data
  • Get real-time insights on the policy and renewals pipeline
  • Save time and money by automating your onboarding and document processes
  • Enable client or broker self-service portals to enhance the customer experience

Microsoft Dynamics 365 – Made for Insurance

Partner Pledge
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IAMCP Member

Microsoft Solutions Partner: A status you can trust
Work with a partner that is considered one of the UK’s leading specialists in Dynamics 365 for SMB clients.

We have an excellent track record of delivering Microsoft CRM systems for over 800 businesses. Recent client testimonials are available from a wide range of SMB client sectors – a credit to the focus on reference ability of all projects.

Ambassadors for the IAMCP
We are proud to support the International Association of Microsoft Channel Partners (IAMCP). The IAMCP is an organisation dedicated to maximising the business potential of members through peer-to-peer interaction, member advocacy, community outreach, growth and education—while enhancing members’ access to Microsoft executives.

Cloud9 Insight’s CEO Carlene Jackson is on the board representing IAMCP for D&I, and Strategic Partnerships Director Zoe England is on the board representing Partnering.

Insurance CRM Solution Packages

Strategic Dynamics CRM Implementation

Strategic is a flexible implementation of Dynamics 365 with phased business change. Typically, these projects involve complex data migration from existing CRM systems. Moreover, phases are designed to build additional maturity which may include system integration.

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SMBs need a CRM catered to them. There are many solutions available, but they often have features that SMBs just simply do not need, nor can they afford. If your business is looking for a cost-effective, easy-to-implement customer management tool, click here to learn more about Lite.

Need more information?

We're here to help. Talk with one of our team expert consultant and get a free 30 min consultation and an assessment report.


Book a Free Health Check

Not sure where to start? Find out what Dynamics 365 can do for you.

Your 20-minute session includes:

  • Time with our experienced membership CRM consultants
  • Analysis of your current systems and your goals
  • Provision of a business health score, measured against other organisations in your sector
  • Guidance and suggestions for improvement


"Cloud9 Insight helped us to deliver a successful D365 implementation which will add huge value to our business.  Their understanding of our objectives, a tried and tested approach, lots of experience and insight were all very beneficial.  They created good stakeholder engagement which encouraged a process of specification, build, test and adapt allowing us to start the adoption phase with confidence.  The ongoing attentive, knowledgeable and good humoured support team has provided the right amount of hand holding across the roll out.”

James Rudolf
Chief Commercial Officer
Acquis Insurance Management