Live Webinar

Customer Insights for Insurance

 07 July 2021 | 09:00am- 10:00am SAST 

Cost: Complimentary

Get a single view of all your customers and brokers

About the Webinar:

Combine and leverage all your data – spanning policies, premiums, opportunities, open claims, relationships and assets – with a single view. Our unified interface creates a seamless customer experience, while empowering sales teams with the information they need.

Date: 07 July 2021
Time: 09:00 – 10:00am SAST

Why attend?

Is your business’s data currently in various locations with most of it unused? Or do you lack a single view of customers with real-time insights to inform business actions? Discover how you can use Dynamics 365 Customer Insights to unify data and create a Single Customer & Broker View.

Provide your sales team with contextual information and next best action.

See how insurance companies leverage Customer Insights for improved customer engagement and insight to find, acquire, and retain their best customers.

Sponsored by:


Watch Overview Video

Unify  –  Transform –  Discover –  Optimise



Lance is a CRM expert with over 15 years experience. He has worked with all the leading Financial Services organisations in South Africa assisting them in enhancing their customer engagement.
Lance works at The CRM Team as a Sales Solutions Professional and is also certified to run Microsoft Envisioning and Business Value workshops.

Lance Peppler


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