We configure Microsoft Dynamics 365 as an extensible workflow and visibility layer across submissions, referrals, tasks, and stakeholder interactions.
Standard CRM deployments often falter in insurance because generic data models fail to accommodate complex binder structures, multi-tiered delegated authority, and bordereau validation. Perigon delivers certified Dynamics 365 and Power Platform solutions engineered specifically around insurance schemas, ensuring your CRM integrates seamlessly with policy admin systems, claims platforms, and ledger extracts.
Discuss Your Use CaseWe build robust relational entity schemas that reflect real-world insurance structures:
From backlog grooming and Dataverse architecture to custom C# plugin engineering and release governance.
Granular functional specifications and acceptance criteria written specifically for insurance operational workflows.
Modular architecture connecting Dynamics 365 to external rating engines, PAS backends, and finance systems.
Controlled environment governance, regression test suites, defect triage, and audit evidence generation.
Maintaining clean separation of concerns between operational workflow control and core policy/financial ledgers.
Broker engagement, submission intake, underwriter referral triage, and policy renewal queues managed with complete audit trails.
Power Automate and C# plugins managing schedule reminders, quote document generation, notification emails, and validation rules.
Azure Data Factory and Service Bus pipelines moving transactional payloads reliably between CRM, external portals, and PAS engines.
Downstream synchronization with general ledgers, claims repositories, and bordereaux extraction engines with audit evidence packs.
Tell us about your platform environment, integration goals, or current CRM delivery challenges. We'll suggest a practical roadmap and delivery approach.
