Home Solutions Microsoft Dynamics 365 platforms for Insurance

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

Presales - Lead to Policy

End-to-end sales process

Lead, quote, submission, and policy issuance run as one connected process in Dynamics 365, with built-in validation gates and automation at every stage.

Trusted data, compliany by design

Customer and broker data is automatically enriched, deduplicated, and screened against sanction lists for AML/KYC compliance, all built natively into the CRM.

Carrier integrations and quoting portals

Carriers are connected through APIs, automation for legacy systems, or dedicated portals, giving brokers and clients self-service access to quotes and submissions.

AI document extraction

Incoming emails, attachments, and scanned documents are automatically classified and parsed using AI, creating or updating leads and opportunities without manual review.

AI-driven cross-sell and next-best-action

AI analyzes sentiment across emails, calls, and meetings to surface renewal and expansion opportunities, with Copilot-based agents recommending the next best action.

Sales & Post-Sales - Policy to Claim

Risk engineering

A dedicated app lets risk engineers digitize on-site assessments, from hazard scoring and photo documentation to AI-assisted analysis and voice-to-text reporting.

Rating and pricing tools

Underwriting data flows directly into a client’s existing rating engine or a custom Power Platform rating tool built around their specific products and pricing logic.

Claim management

Claims are registered from any channel and managed through a dedicated process with sub-case handling, reserve and payment tracking, and SLA monitoring.

Clause libraries and document generation

A version-controlled, searchable library of policy clauses powers automatic generation of policies, offers, and endorsements directly from Dynamics 365.

Intelligent email and case routing

Incoming emails are automatically classified, prioritized, and routed to the right team, with cases created automatically in Dynamics 365.

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

Case Study

Reduces manual processing time through the implementation of generative AI and Power Automate at Nsure.com

7 minutes

Case Study

Colonnade Insurance speeds up the underwriting process with Dynamics 365 for Sales

6 minutes