Case Study: a UK-based specialist insurance company achieves centralized CRM and faster conversions with ITC Infotech's Microsoft CRM implementation

UK-based Specialist Insurance Company broadens CRM coverage with ITC Infotech

The UK-based specialist insurance company was using an outdated Microsoft CRM that only served its General Insurance business and could not support its Investment and Schemes divisions or track the full customer lifecycle. ITC Infotech was engaged to address this business challenge.

ITC Infotech assessed and reimplemented Microsoft CRM for the client. This resulted in a centralized system that broadened its scope to meet the different needs of all business wings. The solution empowered sales teams with greater insight into customer needs, leading to a quicker conversion rate through an improved focus on targeted clients.