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InsuranceMicrosoft 365
Microsoft 365 Integration for Insurance
Connect Microsoft 365 to insurance workflows for seamless document collaboration and communication.
Integration Use Cases
1
Automate policy document generation in Word
2
Sync claims correspondence to Outlook
3
Store policy documents in SharePoint with metadata
4
Enable Teams collaboration for complex claims
5
Integrate Excel data with underwriting models
Key Benefits
Faster policy document creation
Centralized claims correspondence
Improved document compliance and retention
Better adjuster collaboration
Streamlined underwriting data analysis
Integration Features
1
Word template automation
2
Outlook email synchronization
3
SharePoint document management
4
Teams claims collaboration
5
Excel underwriting integration