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Video: Insurance Broker Utilizes Dynamics SL & CRM


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Napco, a leading wholesale broker of commercial property insurance coverage, utilizes the reporting, extensibility and integration of Microsoft Dynamics SL to increase efficiencies and save time.

Years ago, Napco contacted SBS Group and implemented Microsoft Dynamics SL (when it was known as Solomon) for the functionality around accounting, invoicing, reporting and benchmarking.  Within the past year, they found the need for a consolidated system to view data. 

Napco contacted their Microsoft Dynamics SL Partner, SBS Group and realized the benefit of working with a partner who understood their unique business needs. Napco is implementing a complete Microsoft Dynamics CRM utilizing the marketing and service modules for claims, reporting and analysis.  Learn more, watch the 10-minute video case study below:

NAPCO case study from SBS Group on Vimeo.

If you are interested in discussing Microsoft Dynamics SL or Microsoft CRM, contact SBS Group here:  http://www.sbsgroupusa.com/Pages/Contact-Us.aspx or call 732.476.5939.

By: SBS Group - New Jersey Microsoft Dynamics SL, AX, GP, NAV, RMS Partner & Microsoft Master VAR

2 Responses to “Video: Insurance Broker Utilizes Dynamics SL & CRM”

  1. Kim Kohlhepp says:

    Hi Yana,

    Thanks for the comment! Yes, we would be happy to discuss how Microsoft Dynamics SL & CRM works for insurance brokers. You can contact SBS Group representative, Michael MacDonald, directly at 732.476.5939 or email info@sbsgroupusa.com. Thank you again for your interest!

    Regards,

    Kimberly Kohlhepp
    SBS Group
    http://www.sbsgroupusa.com/DiscoverSolutions/Pages/Dynamics-SL.aspx

  2. yana_chui says:

    Awesome video! Do you have more information abouy this? I would like to read m ore from your blog.