info@perigonsol.com
London / UK (Remote-Friendly)
Insurance Technology Dynamics 365 & Power Platform MGA & Specialty Insurance
Insurance Technology • Dynamics 365 CRM • Delivery

Designing, Building & Running Modern Insurance Operations.

We help MGAs, insurers and brokers design, build and operate modern insurance technology — spanning underwriting and policy administration, Dynamics 365, broker portals, delegated authority, data, integrations and operational transformation.

Architecture & Delivery Assurance

Traceable, Testable & Audit-Ready Platforms.

We specialise in complex environments where requirements are unclear, data doesn’t reconcile, and delivery teams struggle to move from design to go-live.

Senior, Hands-On Consulting for Insurance Platforms & Dynamics 365 CRM

Perigon partners with insurers, MGAs, and brokers to deliver platform change designed to be measurable, testable, and auditable.

We provide structured Business Analysis, solution design, and delivery assurance across integrations and data. We specialise in complex environments where requirements are unclear, data doesn’t reconcile, and delivery teams struggle to transition from design to go-live.

Talk to Our Specialists

Traceable

requirements → test → defect → sign-off

Complete traceability from business requirements down to unit tests, regression suites, and formal stakeholder sign-offs.

Audit-Ready

reconciliation rules & evidence packs

Deterministic data reconciliation models for BDX, claims, and finance ledgers built to withstand rigorous audit scrutiny.

Measured

baseline → change → measure → improve

Clear velocity baselines and defect density monitoring to track tangible operational value throughout the delivery lifecycle.

Specialised Insurance IT & CRM Services

Tailored consulting, Dynamics 365 CRM architecture, and end-to-end delivery for London Market and commercial insurance leaders.

1. MGA & Specialty Insurance Technology

Technology solutions designed around the operating models of MGAs, specialty insurers and brokers.

  • Operating Model Alignment
  • Specialty Insurance Architecture
  • MGA Platform Solutions
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2. Underwriting & Policy Administration

Submission, quotation, underwriting, referrals, bind, policy administration, documents, MTAs and renewals.

  • Submission to Bind Journeys
  • Policy Administration & MTAs
  • Working Demonstrable PAS Capability
Request a PAS Demo

3. Delegated Authority & Bordereaux

Delegated schemes, premium and claims bordereaux, reconciliation, capacity structures and carrier reporting.

  • Delegated Schemes & Binders
  • Premium & Claims Bordereaux
  • Carrier & Capacity Reporting
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4. Dynamics 365, CRM & Broker Portals

Dynamics 365, Power Platform, CRM, broker engagement, underwriting workflows and digital portals.

  • Dynamics 365 & Power Platform
  • Broker Engagement Portals
  • Underwriting Workflow Automation
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5. Data, Integration & Reporting

APIs, data migration, system integration, insurance data, MI and operational reporting.

  • API & System Integration
  • Data Migration & Mapping
  • Insurance MI & Operational Reporting
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6. Delivery, Testing & BAU Support

Business analysis, solution design, UAT, implementation, release assurance and ongoing platform support.

  • Business Analysis & Solution Design
  • UAT & Release Assurance
  • Implementation & Ongoing BAU Support
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Qualified Consultants With Hands-On Experience

We do not just supply generic IT resources. We bring senior, qualified practitioners with deep London Market and commercial insurance lineage.

Insurance-Qualified Consultants

Chartered Insurance Institute (CII – London Market) and AINS certified professionals who understand your underwriting and claims workflows.

Certified Business Analysis Practitioners (BCS)

Meticulous requirement engineering, business process modelling, and stakeholder consensus that eliminate costly rework during build phases.

Scrum.org Certified Delivery Leadership

PSM and PSPO certified leadership driving agile velocity, sprint transparency, and dependable milestone releases.

Modern Policy Administration & Underwriting

Perigon helps MGAs and specialist insurers design and implement modern underwriting and policy administration capabilities covering the full insurance lifecycle.

From submission and quotation through underwriting, referrals, bind, policy administration, documents, MTAs, renewals and reporting, we combine insurance domain expertise with modern Microsoft technologies to create configurable and scalable insurance operations.

Submission
Quote
Underwrite
Refer
Bind
Policy
MTA
Renewal
Reporting
Explore Our PAS Capabilities

See Our Insurance Platform in Action

See how modern insurance workflows can be delivered using Dynamics 365 and the Microsoft Power Platform.

Explore our demonstrable insurance platform capabilities across key stages of the insurance lifecycle, including submissions, underwriting, quotation, policy administration, referrals, documents, MTAs, renewals and operational reporting.

Request a PAS Demo
Demonstrable Capabilities Covered
Submissions Quotation Underwriting Referrals Policy Administration Documents MTAs Renewals Operational Reporting

Frequently Asked Questions

Common questions regarding our consulting models, D365 integrations, and delivery assurance.

How quickly can Perigon mobilize on a live delivery programme?
We typically engage within 1 to 2 weeks of initial scoping. We commence with a focused discovery sprint to audit existing requirement pipelines, integration schemas, and backlog hygiene, delivering a prioritized roadmap for fast momentum.
Do you customize standard Microsoft Dynamics 365 or build bespoke modules?
We do both. We architect native Dynamics 365 CRM modules specifically around insurance entities (Policy, Insured, Risk, Binder, Claim, Bordereau) while augmenting capabilities with bespoke Power Platform components and Azure-based integrations.
Can Perigon help rescue an at-risk or delayed insurance transformation?
Yes. Programme recovery is one of our primary specialisms. We step into complex scenarios where requirements are opaque, data reconciliations fail, or teams struggle to transition from design into automated UAT and release sign-off.
How do you guarantee audit readiness for bordereaux and financial data?
We implement deterministic reconciliation engines and automated data evidence packs. Every transaction, transformation, and exception is logged with timestamped validation trails designed to pass external compliance and capacity provider audits.

Tell Us What You’re Delivering

We’ll suggest a practical delivery approach, timeline, and the first set of strategic actions to build momentum for your insurance programme.

Contact Perigon Book a Discovery Call