{"id":224912,"date":"2019-10-15T08:56:29","date_gmt":"2019-10-15T08:56:29","guid":{"rendered":"http:\/\/183.82.96.65:3234\/osm-website\/?page_id=224912"},"modified":"2024-02-02T04:56:28","modified_gmt":"2024-02-02T04:56:28","slug":"information-from-every-angle","status":"publish","type":"page","link":"https:\/\/staging.osmosys.co\/uk\/information-from-every-angle\/","title":{"rendered":"Information from Every Angle–Case Study"},"content":{"rendered":"

[et_pb_section fb_built=”1″ _builder_version=”4.16″ use_background_color_gradient=”on” background_color_gradient_stops=”rgba(0,0,0,0.33) 0%|rgba(0,0,0,0.39) 100%” background_color_gradient_overlays_image=”on” background_color_gradient_start=”rgba(0,0,0,0.33)” background_color_gradient_end=”rgba(0,0,0,0.39)” background_image=”https:\/\/staging.osmosys.co\/wp-content\/uploads\/2019\/10\/Resources-page-image.jpg” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ custom_padding=”78px||93px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.22.0″ text_font=”|700|||||||” text_text_color=”#000000″ text_font_size=”42px” header_font=”proxima nova|700|||||||” header_text_color=”#ffffff” header_font_size=”32px” header_letter_spacing=”-1px” text_orientation=”center” min_height=”86px” custom_margin=”24px||-65px||false|false” custom_margin_phone=”||-62px||false|false” custom_margin_last_edited=”off|desktop” custom_padding=”||0px||false|true” custom_padding_tablet=”” custom_padding_phone=”|13px||13px|false|true” custom_padding_last_edited=”on|phone” global_colors_info=”{}”]<\/p>\n

Information From Every Angle<\/span><\/h1>\n

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Description about the web appliaction
\nLorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.<\/p>\n

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Insurance provider gets a Dynamic 365 degree view of customers and business operations<\/h3>\n<\/div>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” module_class=” ds-carousel-section” _builder_version=”4.16″ custom_margin=”|-4px||-4px|false|true” custom_margin_tablet=”” custom_margin_phone=”|-5px||-5px|false|true” custom_margin_last_edited=”on|phone” custom_padding=”73px|121px||121px|false|true” custom_padding_tablet=”|0px||0px|false|true” custom_padding_phone=”|0px||0px|false|true” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ header_2_font=”proxima nova||||||||” header_2_text_color=”#134880″ min_height=”17px” custom_margin=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

Industry<\/h2>\n

[\/et_pb_text][et_pb_divider divider_weight=”1px” _builder_version=”4.16″ width=”21%” min_height=”3px” custom_margin=”5px||||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ text_font=”Open Sans||||||||” text_text_color=”#324158″ custom_margin=”-20px||||false|false” global_colors_info=”{}”]<\/p>\n

Insurance is a very specialised and complex industry that relies on close customer interactions. As insurance options expand and products grow ever more complex, customers demand a superior, personalised service.<\/span><\/p>\n

Our Client is a leading UK-based insurance services provider focusing on short-term insurance policies via brokers. They offer personal, corporate and commercial insurances. Their captive management and risk financing services are provided by a vast network of financial specialists.<\/span><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ header_2_font=”proxima nova||||||||” header_2_text_color=”#134880″ min_height=”17px” custom_margin=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

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Client Requirement<\/h2>\n<\/div>\n

[\/et_pb_text][et_pb_divider divider_weight=”1px” _builder_version=”4.16″ width=”21%” min_height=”3px” custom_margin=”5px||||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ text_font=”Open Sans||||||||” text_text_color=”#324158″ custom_margin=”-20px||||false|false” global_colors_info=”{}”]<\/p>\n

Our Client was struggling to manage their systems and processes efficiently. Legacy systems for capturing and storing broker information were complicated, while data and statistics were captured inconsistently and spread over different systems. As a result, key users were dependent on handwritten notes and Excel files, making it difficult to analyse data properly.<\/span><\/p>\n

We could see they needed a system that would tie everything together to improve the processing and storing of broker information, and to synchronise it with Outlook and Express contacts. The system would also need to manage appointments while achieving hierarchy as multiple customers reported to Sales Managers, who then reported to the next level of managers and so on.<\/span><\/p>\n

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Our Solution<\/h2>\n

[\/et_pb_text][et_pb_divider divider_weight=”1px” _builder_version=”4.16″ width=”21%” min_height=”3px” custom_margin=”5px||||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.22.0″ text_font=”Open Sans||||||||” text_text_color=”#324158″ custom_margin=”-20px||||false|false” global_colors_info=”{}”]<\/p>\n

Osmosys designed and customised the 365 Dynamics CRM to meet their requirements in:<\/span><\/p>\n

    \n
  • Broker Management<\/strong>: Captures, segments and prioritises brokers information. Creates records for every account and tracks all open activities. Uploads documents, pulls reports, identifies lists of important brokers and captures method of dispatch details<\/span><\/li>\n
  • Contact Management<\/strong>: Captures broker contact details, creates quick contact records, sends reminders to the customers and synchronises with Outlook Express<\/span><\/li>\n
  • Activity Management<\/strong>: Creates appointments, maps current appointment process, searches and associates appointments with brokers. Traces finished appointments, captures agendas, creates auto tasks beforehand, highlights overdue tasks, facilitates delegation of activities and captures user details<\/span><\/li>\n
  • Standard Reports & Dashboards<\/strong>: Pulls reports on information captured and creates reports showing target vs. actual visits<\/span><\/li>\n
  • Generic Features<\/strong>: Creates company-wide alerts on homepage and calendar features to view current month\u2019s appointments and tasks<\/li>\n<\/ul>\n

    [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ header_2_font=”proxima nova||||||||” header_2_text_color=”#134880″ min_height=”17px” custom_margin=”||0px||false|false” global_colors_info=”{}”]<\/p>\n

    Results<\/h2>\n

    [\/et_pb_text][et_pb_divider divider_weight=”1px” _builder_version=”4.16″ width=”21%” min_height=”3px” custom_margin=”5px||||false|false” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.22.0″ text_font=”Open Sans||||||||” text_text_color=”#324158″ custom_margin=”-20px||||false|false” global_colors_info=”{}”]<\/p>\n

    Efficiency has been vastly improved, with information now easily and quickly accessible via the user-friendly interfaces of the CRM. <\/span><\/p>\n

    Users can access all sorts of data at a much faster processing speed than was previously available, working with broker information, customer tasks and appointments in a much swifter and more integrated manner.<\/span><\/p>\n

    Despite having early apprehensions, the Client has since learned the best practices to take full advantage of their customised Dynamics 365 CRM system.<\/span><\/p>\n

    [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.23.1″ background_color=”rgba(0,0,0,0.13)” custom_margin=”39px||||false|false” custom_padding=”58px|75px|58px|75px|true|true” hover_enabled=”0″ global_colors_info=”{}” disabled_on=”on|on|on” disabled=”on” sticky_enabled=”0″][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.22.0″ text_font=”||||||||” text_font_size=”17px” header_3_font=”Open Sans||||||||” header_3_text_color=”#134880″ global_colors_info=”{}”]<\/p>\n

    If you\u2019d like to find out more how we could help add value and efficiencies to your business, get in touch with us today.\u00a0<\/span><\/h3>\n

    [\/et_pb_text][et_pb_button button_url=”https:\/\/staging.osmosys.co\/contact-us\/” button_text=”Contact Us” button_alignment=”center” _builder_version=”4.22.0″ button_text_size=”18px” button_text_color=”#ffffff” button_bg_color=”rgba(0,0,0,0.66)” button_border_width=”0px” button_border_radius=”0px” button_font=”Open Sans|600|||||||” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ background_color=”#F2F2F2″ background_enable_image=”off” width=”100%” width_tablet=”100%” width_phone=”100%” width_last_edited=”on|tablet” module_alignment=”center” custom_margin=”4px||0px||false|false” custom_padding=”1px||35px||false|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ custom_margin=”12px|auto||auto|false|false” custom_padding=”29px||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.23.1″ header_font=”proxima nova||||||||” header_text_color=”#134880″ text_orientation=”center” custom_margin=”9px||-21px||false|false” custom_margin_tablet=”” custom_margin_phone=”-1px||||false|false” custom_margin_last_edited=”on|phone” hover_enabled=”0″ global_colors_info=”{}” header_2_font=”proxima nova||||||||” header_2_text_color=”#134880″ sticky_enabled=”0″ locked=”off”]<\/p>\n

    Read More Case Studies<\/h2>\n

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    Technology Without Borders<\/span><\/h3>\n

    [\/et_pb_text][et_pb_text _builder_version=”4.16″ custom_margin=”|20px|20px|20px|false|true” global_colors_info=”{}”]Our Seamless Visa Management Solution
    \n[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjIyNzk0OCJ9fQ==@” button_text=”Read More” button_alignment=”right” admin_label=”Button” _builder_version=”4.23.1″ _dynamic_attributes=”button_url” button_text_size=”16px” button_text_color=”#ffffff” button_bg_color=”#4A4B4F” button_border_width=”0px” button_border_radius=”2px” button_font=”proxima nova||||||||” button_use_icon=”off” custom_margin=”|20px|0px||false|false” hover_enabled=”0″ global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”#CF3033″ button_bg_enable_color__hover=”on” sticky_enabled=”0″][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”22px|0px|22px|0px|true|true” link_option_url=”#” box_shadow_style=”preset1″ box_shadow_vertical=”0px” box_shadow_blur=”20px” box_shadow_spread=”1px” box_shadow_color=”#d3d3d3″ global_colors_info=”{}” box_shadow_blur__hover_enabled=”on|hover” box_shadow_blur__hover=”15px”][et_pb_image src=”https:\/\/staging.osmosys.co\/wp-content\/uploads\/2019\/10\/Screenshot_2019-10-22_10-10-57.png” align=”center” force_fullwidth=”on” _builder_version=”4.16″ min_height=”62px” max_height=”1000px” custom_margin=”-22px||32px||false|false” custom_padding=”||0px|||” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.22.0″ header_font=”proxima nova||||||||” header_2_font=”proxima nova||||||||” header_2_font_size=”22px” header_3_font=”proxima nova||||||||” header_3_text_color=”#134880″ header_3_font_size=”23px” custom_margin=”-10px|20px|35px|20px|false|true” locked=”off” global_colors_info=”{}”]<\/p>\n

    Customising the Customer Journey<\/span><\/h3>\n

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    Using Dynamics 365 in the Retail Sector<\/p>\n

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    Keeping your Medicines Cool<\/span><\/h3>\n

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    How Osmosys helped to reduce medicine wastage<\/p>\n

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    Information From Every Angle Insurance provider gets a Dynamic 365 degree view of customers and business operations Industry Insurance is a very specialised and complex industry that relies on close customer interactions. As insurance options expand and products grow ever more complex, customers demand a superior, personalised service. Our Client is a leading UK-based insurance […]<\/p>\n","protected":false},"author":11,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","_lmt_disableupdate":"","_lmt_disable":"","jetpack_post_was_ever_published":false,"footnotes":""},"class_list":["post-224912","page","type-page","status-publish","hentry"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/staging.osmosys.co\/uk\/wp-json\/wp\/v2\/pages\/224912","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/staging.osmosys.co\/uk\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/staging.osmosys.co\/uk\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/staging.osmosys.co\/uk\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/staging.osmosys.co\/uk\/wp-json\/wp\/v2\/comments?post=224912"}],"version-history":[{"count":0,"href":"https:\/\/staging.osmosys.co\/uk\/wp-json\/wp\/v2\/pages\/224912\/revisions"}],"wp:attachment":[{"href":"https:\/\/staging.osmosys.co\/uk\/wp-json\/wp\/v2\/media?parent=224912"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}