DYNAMICS 365 FOR PENSION & LIFE INSURANCE

Pension & life insurance, purpose-built.

PensionSoft is a CRM extension for pension and life-insurance companies, built on Microsoft Dynamics 365 Sales & Customer Service, with 30+ industry-specific actions running inside the platform your team already knows.

A Dynamics 365 Sales & Customer Service extension

Published on Microsoft AppSource: by a Microsoft ISV partner.

Built for the industry: policies, claims, campaigns and core-system integration.

Dynamics 365SalesCustomer ServiceAppSource

PensionSoft · Portfolio overview

Active policies

12,480

▲ 3.1% vs last month

Industry actions

30+

purpose-built for pension

Renewal rate91%

Claims processed on time88%

live · Dynamics 365

WHAT PENSIONSOFT DOES

30+ actions, designed for pension & life insurance.

Every capability an insurer runs day to day, added to Dynamics 365 as ready-to-use actions, screens and integrations.

Dispatch screenRoute incoming email, fax & letters to the right department

Campaign suggestionsReactive & proactive, per customer

Built-in CTI & IVRTelephony integrated into the case

Bulk email & SMSIntegrate with any provider

IVR, mobile & web branchesOne customer view across channels

Core-system integrationOracle & other mainframe systems

THE FOUNDATION

The full power of Dynamics 365 Sales & Customer Service.

PensionSoft is an extension, not a silo, so you get Microsoft's enterprise CRM underneath every pension process.

Sales & opportunity management: grow the book with guided processes.

Customer service & satisfaction: cases, SLAs and a unified customer view.

Objectives & performance reporting: targets tracked in real time.

Dynamics 365 capabilities

Business process mgmt

Opportunity management

Campaign management

Customer service

Objective management

Performance reporting

real-time core operations · micro-services · core-system integration

OMNICHANNEL OPERATIONS

Every enquiry, on the right desk.

A dispatch screen reads incoming email, fax and letters and routes each to the right department, with telephony and messaging wired straight into the case.

Intelligent dispatch: email, fax & letter routed automatically.

CTI & IVR built in: calls land on the record, screen-popped.

Bulk email & SMS: reach customers through any provider.

DispatchCTI/IVRBulk SMS

Dispatch · routing queue

Email · policy change→ Policy Ops

Fax · claim notice→ Claims

Call · renewal enquiry→ Retention

Letter · beneficiary update→ Admin

auto-routed to the right department

CORE-SYSTEM INTEGRATION

Sits on top of the mainframe you already run.

PensionSoft integrates with Oracle and other mainframe core systems, so the CRM layer works live against your policies and customers. No rip-and-replace.

Oracle & mainframe integration: your core stays the system of record.

Real-time core operations: via micro-services and core-system connectors.

Multi-channel branches: IVR, mobile and web, one customer record.

Integration architecture

Web branch Mobile IVR

PensionSoft on Dynamics 365

Oracle core Mainframe

real-time · micro-services

AGENCY & BANK BRANCH PORTAL

Give agents and branches their own front door.

A desktop and mobile portal for agencies and bank branches: quote, sell and service policies against the same live core data, wherever they are.

Desktop + mobile: the branch works anywhere.

Potential-customer management: leads to policies, tracked end to end.

Powered by DataverseLink: GENBIL's portal solution for Dataverse.

Agency portalBank branchDataverseLink

Branch portal · West Region

Policies sold (MTD)

842

▲ 6.4%

Open leads

1,207

across 38 branches

Quote → policy conversion27%

desktop + mobile · live core data

WHY PENSIONSOFT

The CRM insurers pick over a rebuild.

Everything Microsoft's enterprise CRM offers, pre-shaped for pension and life-insurance operations.

Industry-ready30+ pension actions built in

Core integrationOracle & mainframe

OmnichannelCTI, IVR, email, SMS

ConfigurablePower Apps model-driven

Enterprise-gradeAzure & Microsoft security

ReportingObjectives & performance

RECOGNITION

Backed by a Microsoft ISV partner.

GENBIL has delivered on the Microsoft platform for 20+ years, across 50+ digital transformation projects, with PensionSoft published on AppSource.

ISV of the Year, MEA: Microsoft Dynamics, 2017.

Best ISV Partner, Turkey: 2018.

Best Dynamics CRM Partner, Turkey: 2014.

Microsoft ISV PartnerCloud Solution ProviderAppSource

GENBIL · at a glance

20+

years on the Microsoft stack

50+

digital transformation projects

4

Microsoft awards

3

solutions published on AppSource

Istanbul · Portland, OR · UAE & Qatar

GET STARTED

See PensionSoft on your own products.

Book a demo and we'll walk through the pension and life-insurance capabilities that matter to you, and how PensionSoft fits your Dynamics 365 and core systems.

Book a Demo → See pricing