Streamlining Claims Management for Canadian Insurance Companies with CRMJetty’s Dynamics 365 Portal
For most Canadians, filing an insurance claim occurs during stressful moments — a car accident on an icy road, basement flooding from rapid snowmelt, or an unexpected medical emergency far from home. It is during these moments that policyholders finally test how reliable their insurance provider is. And for insurers, this is where the relationship is truly won or lost. Yet the claims journey in many Canadian insurance companies still relies on manual processes and fragmented communication. Internal teams often operate across disconnected systems, and customers have to navigate a maze of emails, printed forms, and long hold times to get clarity on their status. The core problems are strikingly consistent across the industry. Fragmented Communication : Many insurance companies in Canada use multiple communication channels, such as mobile phones, email, or physical forms, to keep the process “convenient”. However, during emergencies, customers seek faster, almost immediate responses, whic...