Case Study: Insurance Paid Easy achieves rapid launch of a scalable, extensible benefits payment platform with Microsoft Dynamics 365

Insurance Paid Easy gets up and running on Microsoft Dynamics

Insurance Paid Easy is a U.S. startup founded to simplify how employers, brokers, insurers, and individuals handle benefit payments. After validating its business model, the company needed to stand up a low-cost, scalable technology platform quickly to support a complex B2B2C model—managing transactions, communications, and frequent partner integrations without legacy constraints.

They chose Microsoft Dynamics CRM as the foundation, supported by Dynamics ERP, Office 365, SharePoint and .NET, with RSM guiding the deployment. The implementation centralized sales, marketing and transaction processing; automated data exchange with payroll, enrollment platforms and carriers; gave service reps a single dashboard view of activity; and delivered a flexible, extensible platform that sped go‑live and makes it easy to add new services and partners.

Insurance Paid Easy

Kevin Horio

CTO