Insurance CRM Solutions Powered by Microsoft Dynamics 365 and the Power Platform
Demand for highly personalised customer experiences, increasing competition from digital disruptors, burgeoning regulations, and the need to improve agility and resilience are just a few of the strategic challenges insurers face.
Microsoft Dynamics 365 and the Power Platform ensures your firm is equipped to deliver personalised customer experiences, improve operational resilience, and strengthen vital broker relationships.
20
Years as a Microsoft Solutions Partner
500+
years Of product experiencs
800
Dynamics projects
60+
Dynamics professionals
Redefining the insurance customer experience
It’s no surprise that some of the most stable, fastest growing insurance firms are also the most innovative, particularly when it comes to delivering superior customer services.
Holistic, personalised customer experiences are about proactively anticipating each customers needs and desires, and responding to them in a seamless and timely way.
Discover the benefits of Microsoft Azure Cloud
Cloud migration and transformation has never been more important to deliver the exceptional omni-channel experience your customers demand.
With more than 20 years of experience as a Microsoft Solutions Partner, Xpedition specialises in showing organisations how they can envisage and plan their digital future. In response to a rapidly shifting landscape, Xpedition provides innovative applications and for carriers and brokers.
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FS Xcelerator Business Apps
Build stronger relationships, improve resilience, and deliver superior client experiences
Broker Management App
Gain deeper insights into your broker network to track performance and strengthen relationships
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Client Services App
Exceed today's modern client expectations with FS Xcelerator Client Services App
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Briefing App
Accelerate your meetings with the FS Xcelerator Briefing App underpinned by Microsoft Power Platform
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KYC and On-Boarding App
Meet fundamental KYC requirements with FS Xcelerator KYC and On-Boarding App
Find Out More“It’s unusual for us to use external IT suppliers. Xpedition far exceeded our expectations with their collaborative approach and understanding of our unique requirements. This is one of the most successful externally resourced IT projects we’ve undertaken in recent years.”
Chris Dobson, Distribution & Development Director, Ageas Insurance
Adopt Microsoft Copilot next-gen AI to personalise customer experiences and accelerate revenue
Comprehensive PE portfolio insight for Deutsche Beteiligungs
A comprehensive, real-time PE portfolio insight for leading private equity firm, Deutsche Beteiligungs AG
Oakley Capital: Specialised Deal & Investor Focused Private Equity CRM
Xpedition was the partner of choice for leading private equity firm Oakley Capital. Discover the story behind the delivery of a powerful deal and investor relations focused CRM solution. Learn why leading private equity firm, Oakley Capital, chose Xpedition to deploy a class-leading, deal and investor focused CRM featuring secure, full-featured mobile access The Challenge:…
A powerful, comprehensive customer-centric system for The Openwork Partnership
Background The Openwork Partnership is one of the largest financial advice businesses in the UK. The group comprises over 650 advice firms, ranging from a few staff in a single office through to multi-branch firms with over a hundred staff. Firms across the network offer a range of services and specialisms, from investments and…
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