Modernizing Sales, Documents, and Reporting for a Marine Insurance Broker

SkySoft Connections aligned the CRM with the broker’s sales process, implemented Word document templates, developed Power BI reports, automated CSV-based data exchange with SAGE, and introduced process automation.

sales documentation for marine in crm

Client & Business Context

A marine insurance broker needed to improve an existing Dynamics 365 CRM so that it could better support daily sales and operational activities.

Earlier development efforts had left the system incomplete. The organisation needed to align CRM functionality with its sales process, support policy and proposal documentation, improve reporting, and exchange data with SAGE.

Client: Confidential Marine Insurance Broker
Industry: Marine Insurance / Insurance Brokerage
Solution Category: Dynamics 365, Document Automation & Business Intelligence
Project: Marine Insurance CRM Modernization
Proof Point: Document generation, Power BI reporting, CSV-based SAGE data exchange, and process automation were implemented. The project source describes the CRM as more functional and user-friendly.

The Business Problem

The existing CRM did not fully support the broker’s working processes.

Key challenges included:

  • Incomplete CRM functionality following earlier development efforts

  • Limited everyday use of the system
  • Gaps between CRM workflows and the sales process
  • A need to automate policy and proposal document preparation
  • Reporting requirements that needed further development

  • A need for structured data exchange between Dynamics 365 and SAGE

  • Manual work across operational processes

The broker needed to make the existing CRM more practical for staff while addressing these functional gaps.

business challenge for CRM

Business Impact of the Existing Process

Incomplete functionality and manual processes limited the CRM’s usefulness in daily operations.

Sales-process gaps, document preparation requirements, and reporting limitations made it harder for the organisation to get consistent value from its existing system. The broker also needed a more structured way to exchange information between Dynamics 365 and SAGE.

The Sky Soft Connections Solution

Sky Soft modernized the existing Dynamics 365 CRM to better support the broker’s sales and operational processes, while improving automation, reporting, and usability.

  • Sales Process Alignment : Aligned Dynamics 365 with daily sales workflows.
  • Document Automation : Automated policy and proposal documents using Word templates.
  • Power BI Reporting : Added reports for clearer business insights.
  • SAGE Data Exchange : Automated CSV data exchange with Dynamics 365.
  • Process Automation : Reduced manual workflow steps.
  • CRM Usability : Improved functionality and overall user experience.
solution for CRM for document automation

The integration follows a straightforward system-to-system flow:

Technology & Integration Architecture

The solution connects Dynamics 365 with SAGE through CSV-based data exchange, while supporting document generation and reporting from the CRM environment.

SAGE ↔ CSV Import / Export ↔ Dynamics 365 → Word Document Automation & Power BI Reporting

How the Solution Works

  • CSV import and export processes exchange data between SAGE and Dynamics 365.

  • Dynamics 365 supports the broker’s aligned sales processes and related CRM activities.

  • Microsoft Word templates support policy and proposal document generation.

  • Power BI reports present information for business and operational review.

  • Process automation supports selected workflow steps within the solution.

The documented SAGE integration uses CSV-based exchange. APIs are listed in the project profile, but their specific role requires confirmation.

Implementation Highlights

1. Sales Process Alignment

Sky Soft aligned CRM functionality with the broker’s sales process to address gaps in the existing implementation.

2. Document Template Development

Microsoft Word templates were built to support automated policy and proposal document preparation.

3. Power BI Report Development

Power BI reports were developed to support the organisation’s reporting requirements.

4. SAGE Data Exchange Automation

CSV-based data exchange was automated to support the movement of information between SAGE and Dynamics 365.

5. Workflow Improvement

Process automation was introduced to address manual activities and improve how operational workflows were supported.

6. Functional and Usability Improvements

The implemented changes addressed incomplete CRM capabilities. The source reports that the system became more functional and user-friendly.

Results & Current Outcomes

  • Dynamics 365 was aligned with the broker’s sales process.
  • Word document templates were implemented.
  • Document generation capabilities were introduced.
  • Power BI reports were developed.
  • CSV-based data exchange with SAGE was automated.
  • Process automation was implemented.
  • The CRM was described as more functional and user-friendly.

Related SkySoft Capabilities

This solution demonstrates capabilities across:

Is Your CRM Leaving Too Much Work to Your Team?

An incomplete CRM can leave staff managing documents, reporting, and routine processes manually. A focused modernization project can help align the system with the way your business operates.

SkySoft Connections can review your Dynamics 365 environment, identify functional gaps, and help improve sales workflows, document generation, reporting, and data exchange.