Industry: Insurance

Health Insurance Brokerage

Learn More About Health Insurance Brokerage Achieves 60% Faster Year-End Close

Background A rapidly growing health insurance brokerage was increasingly hampered by their outdated Microsoft Dynamics GP system. The system’s reliance on multiple logins, third-party workarounds, and manual processes led to inefficiencies and inaccuracies in data management. When the brokerage sought an upgrade, their existing Microsoft partner proposed Dynamics 365 Business Central as a solution. However,…
Modernizing Business Processes and Enabling Remote Work at Large Insurance Company

Learn More About Modernizing Business Processes and Enabling Remote Work at Large Insurance Company

Background A large insurance company embarked on a journey to modernize its business systems and processes. With the help of Velosio, the company successfully transitioned to Microsoft Teams for both internal communication and their external phone systems and implemented Microsoft Dynamics 365 Business Central (BC) for financial management. The Need for Anywhere, Anytime Access The insurance…
Case Study Home Abstract & Title

Learn More About Insurance Company Takes the ‘Express Route’ in Migrating to the Cloud

Dynamics 365 Case Study: Home Abstract & Title Company Leveraging Technology In the introduction to their company on their website, Home Abstract & Title proudly announces they are, “A forward thinking company who utilizes technology to its fullest, we are bridging the gap between the real estate community and the consumer through technology. Through 24/7…
Brotherhood Mutual Case Study Scaled

Learn More About Brotherhood Mutual Insurance Company Improves Sales with Dynamics 365

Using Microsoft Dynamics 365 Sales to Strengthen Sales Effectiveness Brotherhood Mutual Insurance Company Brotherhood Mutual has been insuring churches and related ministries for more than 100 years. Brotherhood Mutual works with thousands of Christian churches and related ministries, schools, camps, and colleges across 47 states. Through its affiliate, MinistryWorks®, Brotherhood Mutual provides payroll for churches…