Project Management

Insurance Group Boosts Business With New Broker Relationship Tool

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Executive Summary

Allianz Brasil Seguros, the Brazilian subsidiary of the Allianz Group, wanted to improve the productivity of its insurance sales team and give it access to information about brokers in the field. The company deployed Microsoft Dynamics CRM for 400 employees - half of whom work remotely. Managers now have better strategic and day-to-day control over the sales team, which, in turn, has detected more new business opportunities and improved customer service.

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