Inaza + Dynamics 365: Connected Customer Journeys for Insurers

Inaza now integrates directly with Microsoft Dynamics 365, allowing insurers to surface real-time policy and claims information within their CRM environment. No more system toggling, no more missing context—just a seamless view of the entire customer journey.

Whether your team is handling support tickets, following up on underwriting decisions, or responding to claims queries, they’ll have full, current information at their fingertips—without switching platforms.

Key Highlights

• Live Claims & Policy Sync
  Inaza feeds real-time data on claims, policies, and customer updates directly into relevant CRM records.
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• 360° Customer Visibility
  Empower agents, claims handlers, and operations teams to work from a single, unified source of truth—inside Dynamics.
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• No Duplication, No Delays
  Say goodbye to manual data entry and syncing. Our integration keeps everything aligned automatically.
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• CRM-Driven Workflows
  Trigger tasks, notifications, or escalation rules in Dynamics based on live updates from Inaza's systems.

How It Works

1. Inaza securely connects to your core systems and data sources
2. Claims and policy data is cleaned, enriched, and matched to customer profiles
3. That information is delivered in real time to your Dynamics 365 instance—fully integrated with your existing workflows

Why It Matters

Your CRM is where your teams work. Inaza makes sure it’s where your data lives too—accurate, up to date, and actionable. No more siloed tools or fragmented processes—just better customer experiences, powered by intelligent automation.

👉 Contact our experts to see how Inaza's integration with Microsoft's Dynamics 365 can elevate your insurance operations.