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Insurance Technology Dynamics 365 & Power Platform MGA & Specialty Insurance

Our Services

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What We Deliver

Clear Scope, Reliable Integrations & Delivery Governance

Clear scope, reliable integrations and delivery governance that gets you to go-live with confidence. Tell us what you’re delivering and we’ll suggest a practical approach, timeline and the first set of actions to get momentum.

MGA & Specialty

MGA & Specialty Insurance Technology

End-to-end technology strategy, operating model transformation, and modern platform implementation for MGAs and specialist insurance providers.

  • MGA technology platforms
  • Insurance technology strategy
  • Operating model transformation
  • Workflow automation
  • Insurance system modernisation
  • Product/platform implementation
Discuss Your Project
Policy Administration

Underwriting & Policy Administration

Complete lifecycle coverage across submissions, quotations, underwriting, bind, and MTAs. We have a working demonstrable PAS capability.

  • Submissions
  • Quotations
  • Underwriting
  • Referrals
  • Quote-to-bind
  • Policy administration
  • Documents
  • MTAs
  • Renewals
  • Rating integration
  • Claims integration
  • Operational reporting

Working demonstrable PAS capability available.

Request a PAS Demo
Delegated Authority

Delegated Authority & Bordereaux

Audit-ready logic, binder structures, and data validation rules for premium and claims bordereaux reconciliation and carrier reporting.

  • Delegated schemes
  • Premium bordereaux
  • Claims bordereaux
  • Carrier reporting
  • Reconciliation
  • Data validation
  • Binder/capacity structures
  • Automated reporting
Discuss Your Project
Dynamics 365 & CRM

Dynamics 365, CRM & Broker Portals

Configurable Dataverse models, Power Apps, underwriting workbenches, and broker self-service portals with workflow automation.

  • Dynamics 365
  • Dataverse
  • Power Platform
  • Power Apps
  • Power Automate
  • CRM
  • Broker management
  • Broker portals
  • Underwriting portals
  • Workflow automation
Talk to Us About Dynamics 365
Data & Integration

Data, Integration & Reporting

End-to-end integration architecture, legacy system data migration, field mapping, data quality, and management information (MI) reporting.

  • APIs and integrations
  • Data migration
  • Legacy system integration
  • Data mapping
  • Operational reporting
  • MI
  • Data quality
  • Reconciliation
  • Integration architecture
Discuss Your Project
Implementation Path

How We Deliver

Perigon supports your organisation seamlessly across every stage of platform change—combining our proven Business Analysis, UAT governance, and testing expertise to take you safely from discovery to production and ongoing support.

Discover
Design
Configure/Build
Migrate
Integrate
Test
Implement
Support
01

Discovery & Business Analysis

Eliciting clear business requirements, mapping operational workflows, and drafting structured user stories with crisp acceptance rules.

02

Solution Design

Architecting robust insurance system frameworks, field-level data schemas, secure API parameters, and interface blueprints.

03

Configuration & Development

Tailoring native Dynamics 365 entities, business rules, custom plugins, and Power Platform workflows tailored precisely to risk appetite.

04

Data Migration

Executing system transformations across policy or claims platforms using structured data extraction, validation sheets, and reconciliation.

05

System Integration

Connecting front-end web portals securely with rating engines, PAS backends, third-party bureaus, and multi-currency ledgers.

06

Testing & UAT

Governing controlled business test scenarios, requirement traceability verification, daily defect triage, and evidence compilation.

07

Implementation & Release

Orchestrating clear deployment plans and implementation steps, ALM staging validations, and managing clear go-live readiness checks.

08

BAU & Ongoing Support

Providing post-launch hypercare, SLA-governed system ticket triage, root-cause regression analysis, and controlled enhancements.

Next Step

Tell Us What You’re Delivering

Tell us what you’re delivering and we’ll suggest a practical approach, timeline and the first set of actions to get momentum.

Discuss Your Project Book a Call