XRM Insurance is developed on a platform Microsoft Dynamics CRM and offers to the users all list of necessary instruments on a management business – processes  taking into account an of a particular branch specific. So, an insurance company gets possibility to carry out and control the processes of sales of policies, services of customers, management, KASKO, the processes of settlement of OSAGO and management marketing activity. XRM Insurance allows considerably to improve quality of work of managers due to storage of complete history of co-operating with clients: history of orders, meetings, public-call negotiations, document et cetera. The flexible instruments of filtration allow to create the having a special purpose groups of clients, operatively to generate a report with any cut of information, including the planned volumes of sales on a month on every manager, to determine the type of the most profitable clients. XRM Insurance allows to simplify conservative operations is electronic delivery, generation of standard documents, accounts, agreements, preparation of different reports. On all forms of the strict accounting entered in the system journalized moving, that gives possibility to watch the current place of finding of every policy from a central branch to the regional agent, and also to react on the not coincidence of point of delivery of policy and point of sale, indicated in a policy.
The processes of Underwriting are automated in XRM Insurance, constructions of reports of MTSBU are Form 1, 2. Also XRM Insurance builds Bordero. In XRM Insurance the full functional calculator of OSGO is built-in which produces the re-calculation of coefficients at drafting of new policy and advises about an error at an input in the system of the already sold policy. XRM Insurance gives possibility to provide transparency of activity of company. Every sequence of operations can be described, using the designer of business – processes. In future, in fact of performance of objective, CRM generates new and informs responsible performers about it. By the system work of all branches of company is carried out in single informative space  for an account Web-server which a client base is kept on. Having a code of access to the system, every branch thus will be able independently to fill up it, using the unique standards of work in CRM.
For safety of business there is possibility of grant to the employees of company of different level of access to information.  The system is easy enough in exploitation, most practical questions are in strength to be decided to the ordinary users. The system allows to see the productivity of every employee and define as far as he works effectively. Owning such information, it is possible easily to develop the system of motivation and differentiated payment of labor for employees. To advantages of this decision it is also necessary to take possibility of work outside an office with a help web-client or KPK with Microsoft Windows Mobile.
XRM Insurance helps to realize the unique conception and methodology of all processes and allows to simplify work with a client base, enables effectively to carry out control of implementation, and also to analyze the got results.