PENSIONSOFT · DYNAMICS 365 EXTENSION

The CRM for pension and life insurers.

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 Dynamics 365.

Listed on Microsoft AppSource.

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+

pension-specific

Renewal rate91%

Claims processed on time88%

live · Dynamics 365

WHAT PENSIONSOFT DOES

30+ actions, designed for pension & life insurance.

Pension and life-insurance operations 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 & mainframe core systems

THE FOUNDATION

Dynamics 365 Sales & Customer Service underneath.

Because PensionSoft extends Dynamics 365, every pension process runs on Microsoft's CRM.

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.

Automatic 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 inquiry→ Retention

Letter · beneficiary update→ Admin

auto-routed to the right department

CORE-SYSTEM INTEGRATION

Works live against your core system.

PensionSoft integrates with Oracle and mainframe core systems, so the CRM layer works live against your policies and customers.

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

A portal for agencies and bank branches.

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.

Lead 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.

Insurers get a working pension CRM without building one.

Industry-ready30+ pension actions built in

Core integrationOracle & mainframe

OmnichannelCTI, IVR, email, SMS

ConfigurablePower Apps model-driven

SecurityAzure & Microsoft 365 controls

ReportingObjectives & performance

RECOGNITION

Backed by a Microsoft ISV partner.

GENBIL has delivered on the Microsoft platform since 1998, across 50+ digital transformation projects, with PensionSoft published on AppSource.

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

Best ISV Partner, Türkiye: 2018.

Best Dynamics CRM Partner, Türkiye: 2014.

Microsoft ISV PartnerCloud Solution ProviderAppSource

GENBIL · at a glance

1998

on the Microsoft stack since

50+

digital transformation projects

2017

Microsoft ISV of the Year, MEA

solutions published on AppSource

Istanbul · Kocaeli · Portland, OR · active in the 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

01 / 09

REFERENCES

Pension and life insurers using PensionSoft.

PensionSoft is built for pension and life-insurance companies, including some of Türkiye's largest.

Anadolu Hayat Emeklilik

PENSION & LIFE INSURANCE

2.4M+participants

1990established

One of Türkiye's longest-established life insurers and a leading private-pension company, part of the İşbank group, listed on Borsa İstanbul.

Türkiye Hayat Emeklilik

PENSION & LIFE INSURANCE

#1in private pension

8M+customers

The market leader in Türkiye's private pension system, with a nationwide agency and bancassurance network, part of the Türkiye Wealth Fund group, alongside Türkiye Sigorta.

Zurich Emeklilik

PENSION & LIFE INSURANCE

GlobalZurich Group

Life & pensionin Türkiye

The Türkiye life and pension arm of Zurich Insurance Group, one of the world's leading global insurers.

The CRM for pension and life insurers.

30+ actions, designed for pension & life insurance.

Dynamics 365 Sales & Customer Service underneath.

Every enquiry, on the right desk.

Works live against your core system.

A portal for agencies and bank branches.

The CRM insurers pick over a rebuild.

Backed by a Microsoft ISV partner.

See PensionSoft on your own products.

Pension and life insurers using PensionSoft.

Capability areas in detail.

Request a PensionSoft demo.

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