Case Study: William Russell achieves 50% more quote conversions with Microsoft Dynamics 365

Creating an exceptional customer experience

William Russell is a UK-based medium-sized financial services firm specializing in health and insurance products for the expat market. The company wanted to improve the online experience and make it easier for customers to obtain health-related and insurance quotations.

William Russell implemented automated online quotations using Microsoft Power Apps tightly integrated with Microsoft Dynamics 365 Sales, enabling customers to self-serve. As a result, quote-to-conversion rates improved by 50%.

William Russell

Avin Talabani

Transformation Manager