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Dynamics 365 Platforms for Insurance

Automate operations, speed up underwriting, and gain full control over your data.

We help insurance organizations modernize their operations using Microsoft Dynamics 365, Power Platform, and AI: designed around real insurance workflows.

We have delivered successful projects for insurtechs, brokers, and multinational insurance groups operating across multiple markets.

Underwriting takes too long?

Automate document processing, data extraction, and routing with AI.

Low agent productivity?

Simplify workflows and build interfaces designed around real work.

Too much manual email handling?

Use intelligent routing and automated case creation.

Different processes in each region?

Standardize operations across countries on one platform.

Integrations slowing you down?

Connect CRM with your existing ecosystem through scalable architecture.

Dynamics 365 & Power Platform capabilities built for insurance

CRM for insurance operations

A centralized Dynamics 365 platform for sales, underwriting, service, and operations.

Process automation with AI

Power Automate and AI Builder workflows that remove manual work from daily tasks.

Document and email intelligence

Automatic extraction of data from attachments and incoming inquiries.

System integrations

Seamless connections between CRM, policy systems, rating tools, and external data sources.

Data unification and enrichment

Clean, deduplicated, and enriched data across all regions and teams.

Custom UX for users

Interfaces and workflows designed for agents, underwriters, and service teams.

Results we deliver in practice

60% less manual work
Achieved through AI-driven automation in underwriting and service processes
50% lower operational costs
Result of automating document handling and customer follow-ups
30,000+ emails handled monthly with automation
Using intelligent routing and centralized customer service workflows
1,500+ users on one platform
Scalable solutions supporting large agent and service organizations

Delivery approach for complex insurance operations

End-to-end platforms on Microsoft

Modern insurance platforms built on Dynamics 365, Power Platform, Azure and AI, covering key workflows such as intake, underwriting, quoting, policy lifecycle, renewals and customer service – delivered as one integrated environment instead of disconnected tools.

Insurance process automation

Core processes automated using Power Automate, AI Builder and Copilot, including email and attachment processing, document data extraction, automatic case creation and routing, and triggered customer communication – delivering over 60% reduction in manual workload in real projects.

User-centric platform

Custom UX embedded directly in Dynamics 365, with role-based views, simplified pipelines and tailored workflows that improve adoption, reduce friction and increase daily productivity.

Insurance system integration

Seamless integration with policy systems, rating tools, carriers, external data sources and legacy databases using APIs, Azure services and automation flows, enabling teams to work in one environment with synchronized data.

Scalable architecture

Architectures designed to support thousands of users, multi-country environments and evolving automation maturity, with governance, performance and maintainability built in from the start.

Why work with Netwise

We design around real workflows like underwriting, quoting, renewals and service – not generic CRM models

We have deep experience in deploying AI solutions and Power Platform for enterprises

We tie automation, data quality and usability improvements directly to operational efficiency and cost reduction

We provide scalable architecture, clean configuration, and knowledge transfer so your team can evolve the platform independently

Kamil, Value Delivery Manager. With Netwise since 2017.

Proven success in insurance projects

Modernize your insurance operations