Transforming Insurance: Harnessing AI and D365 Customer Insights for Enhanced Engagement

Watch our insightful webinar tailored to insurance professionals seeking to optimize operations and enhance customer engagement.

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Watch this innovative webinar hosted by HSO. This webinar will unveil the power of Dynamics 365 Customer Insights-Journeys (formally Dynamics 365 Marketing) and Customer Insights-Data in revolutionizing your insurance business through AI-driven personalization and automation.

In the ever-evolving insurance landscape, companies face the challenge of adapting to evolving requirements while maintaining a competitive edge. Dynamics 365 Customer Insights offers a scalable solution perfectly suited to align with your company's growth trajectory. Amidst this environment, insurance marketers face the challenge of standing out amidst a sea of competitors. However, by leveraging Dynamics 365 Customer Insights, you’ll gain the capability to better understand your clients and prospects and their unique journeys. These insights will allow you to provide communication and engagement strategies tailored to individual preferences, thereby staying ahead of the competition, and fostering long-term relationships.

During this webinar, we will cover:

  • Microsoft Copilot: Uncover how Copilot assists in generating content ideas across channels and creating personalized, targeted emails. Copilot can also summarize policy documents, allowing agents to expedite decision-making.
  • Personalized Communication: Gain insights into crafting life event-triggered emails, auto-renewal reminders, and re-engagement campaigns through Customer Insights Journeys. This allows insurers to boost engagement and conversion rates by delivering messages tailored to individual customer needs.
  • Customer Segments: Explore how segmentation enhances campaign effectiveness by enabling precise targeting and delivery of tailored messages to specific customer segments like Life Event Driven, Auto Renewers, and Limited Interaction.
  • Lead Nurturing: Explore the power of automated workflows in nurturing leads, keeping policyholders engaged, informed, and converting leads into loyal policyholders.
  • Compliance Management: Ensure compliance with regulatory requirements through robust tools for managing opt-ins, data security, and consent, safeguarding customer privacy while maintaining operational efficiency.
  • Analytics: Harness the power of analytics to gain valuable insights into customer behavior and preferences, enabling data-driven decision-making to optimize campaigns and enhance overall business performance.

Don't miss this opportunity to revolutionize your insurance operations with Microsoft Dynamics 365 Customer Insights Journeys, Customer Insights Data, and built-in AI. Watch now! 

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