Case Study: Brotherhood Mutual Insurance Company achieves a modern multi‑unit CRM and improved sales effectiveness with Velosio (Microsoft Dynamics 365 Sales)

Brotherhood Mutual Strengthens Sales Effectiveness with Microsoft Dynamics 365 Sales Solution

Brotherhood Mutual Insurance Company, a 100‑year insurer serving churches and related ministries across 47 states, needed to replace an aging, one‑dimensional CRM that could no longer support multiple departments or improve outbound sales effectiveness—particularly after its incumbent vendor went out of business and a four‑month timeline became mandatory. They selected Microsoft Dynamics 365 Sales as the target platform and brought in Velosio to lead the implementation.

Velosio delivered a fast‑track Microsoft Dynamics 365 Sales implementation—customizing screens and security for 11 business units, integrating policy, claims and premium data with weekly feeds, and importing 800,000+ legacy records error‑free—completing the project in four months and under budget. As a result, Velosio enabled better pipeline management and independent agent sales effectiveness, multi‑dimensional reporting via Power BI, and automated integrations with Power Automate, giving teams faster, tailored access to meaningful CRM data.

Brotherhood Mutual Insurance Company

Judd Johnson

Manager, Enterprise Data management