Microsoft Dynamics 365 Customer Insights is an intuitive and flexible Customer Data Platform (or CDP)
that unlocks insights and powers
personalized customer experiences.
Unify all your customer data across the full range
of sources to get a single view of customers.
In this brief insurance scenario, you’ll see
how Joni Sherman, an insurance agent,
uses Dynamics 365 Customer Insights
on a Power App on her phone
to gain a 360-degree
view of her customers.
Joni can see a list of her customers and even get a
breakdown by segment, such as “Top Customers.”
She opens the profile for one of her best customers, Ambrose Beavis, to take a closer look.
Joni can see important details
such as Ambrose’s location, age,
how long he’s been with the agency,
and what policies he holds.
She also gets important KPIs such as the
number of Ambrose’s pending claims,
his annual premiums, and the
number of active policies.
And she can see a history of
Ambrose’s recent interactions,
including meetings, phone calls,
and visits to the web portal.
The timeline view gives Joni a closer look
at the information behind those KPIs.
She can see a breakdown of the
types of policies Ambrose holds.
Joni can also review open claims and
any previous claims Ambrose has made.
She can also review his satisfaction
survey scores over time.
Most exciting of all, the app
recommends “next-best-actions”
based on insights pulled
from disparate data sources.
In this case, it recommends that Joni offer
additional coverage for flood protection.
Right from the app, Joni can find
Ambrose’s house on a map
where she sees that it is situated near
a river in an area prone to flooding.
These AI-driven insights extend
to all of Joni’s customers,
and she can use the Insights tab
to discover top recommendations.
Joni can quickly check the Resources tab
to find news and information
that might be useful in conversations
with her customers.
And she can find all these
insights right on her phone
in about two minutes with the
Customer Insights Power App.
For more information about what’s possible
with Dynamics 365 Customer Insights,
contact your Microsoft representative,
or visit our website.
