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Generate more leads with the PolicyBazaar + Microsoft Dynamics CRM integration
PolicyBazaar / Microsoft Dynamics CRM
Integrations

Generate more leads with the PolicyBazaar + Microsoft Dynamics CRM integration

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LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting PolicyBazaar and Microsoft Dynamics CRM

Quick summary of PolicyBazaar

Policybazaar is online life insurance and general insurance aggregator. Policybazaar is specialized in making a comparative analysis of the insurance products of various insurance policies based on price, quality and key benefits. Policybazaar empowers customers with comparative and accurate information on Insurance products combined with solution driven customer service. Their technology backed service is convincing and adds value to our customers. Using the industry knowledge, service-offering expertise and technical capabilities, this software development solutions leading to financial security and competitive returns. Policybazaar has built strong relationships with all prominent public and private insurance companies across India. The partners of this company are from life insurance, health insurance, car insurance, travel insurance, corporate insurance, and loan sectors.

PolicyBazaar makes buying insurance easy. You can get free insurance quotes, compare plans based on their premium and features side-by-side. You can choose from the largest selection of insurance plans from leading insurance companies. You can select the most suitable plan and purchase it online through this platform.

PolicyBazaar offers the widest variety of insurance plans comprising of both life and general insurance. In life insurance, you can compare Pure Protection plans, Pension Plans, Child Plans, Investment Plans. You can compare Health Insurance or Mediclaims plans, Car insurance and Travel insurance as well as Home Insurance. Policybazaar also compares financial services including personal loans and home loans and offers end-to-end support for these services right from application to disbursal of loans.

Quick summary of Microsoft Dynamics CRM

Microsoft Dynamics CRM is a Customer Relationship Management platform designed for businesses and entrepreneurs who need to manage their contacts’ base with the aim of increasing conversions and sales. What’s a CRM A CRM is a tool that allows you to build a better relationship with your leads and customers, by improving the communication and tracking engagement and sales.

A CRM helps you simplify your tasks. For example, with Microsoft Dynamics CRM, you can easily create email marketing campaigns, analyze data, organize meetings and much more. Moreover, Microsoft Dynamics CRM lets you manage your entire team, by assigning tasks to your team members in order to boost their productivity.

Easy to use Microsoft Dynamics CRM provides you the most advanced tools for better managing your business, yet it’s easy to use. Moreover, Microsoft Dynamics CRM integrates with the entire Microsoft environment, like Microsoft Office, Word, Excel, etc.


What you can do with PolicyBazaar and Microsoft Dynamics CRM

Create new Microsoft Dynamics CRM leads with PolicyBazaar

Create new Microsoft Dynamics CRM leads in static lists with PolicyBazaar

Create new Microsoft Dynamics CRM leads in dynamic lists with PolicyBazaar

Create new Microsoft Dynamics CRM customers with PolicyBazaar

Create new Microsoft Dynamics CRM customers in static lists with PolicyBazaar

Create new Microsoft Dynamics CRM customers in dynamic lists with PolicyBazaar

Update Microsoft Dynamics CRM leads with PolicyBazaar

Update Microsoft Dynamics CRM leads in static lists with PolicyBazaar

Update Microsoft Dynamics CRM leads in dynamic lists with PolicyBazaar

Update Microsoft Dynamics CRM customers with PolicyBazaar

Update Microsoft Dynamics CRM customers in static lists with PolicyBazaar

Update Microsoft Dynamics CRM customers in dynamic lists with PolicyBazaar


Other popular Microsoft Dynamics CRM integrations offered by LeadsBridge

No integration available but…
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