In 2025, insurance premiums in the US amounted to $1.7 trillion, showing a 5.1% increase from 2024.
The insurance world is clearly on a fast track. From claims agents rushing to sites after storms, to organizations trying to price risk across regions, to agents running sales campaigns, every minute counts. But too often, inefficiencies eat away at profitability. What if better location tools could give insurance companies a competitive edge? Let us see how Maplytics inside Dynamics 365 CRM could step in.
Here are a few Maplytics features that act as a perfect solution to increase a field agent’s productivity, reduce costs, and improve customer satisfaction.
Problem 1: Targeting Campaigns are Guesswork
Scenario: An insurance company plans a seminar or outreach event. They need to invite agents, brokers, or existing policyholders in nearby areas, but identifying who lives within, say, 50 miles, manually in CRM is tedious and error-prone.
Solution with Maplytics – Radius/Proximity Search
Using the Radius Search feature, insurers can plot all their CRM contacts and policyholders and then draw a circle around the event location. The system instantly finds everyone within that radius or travel time. As seen in a number of case studies, this saves time, moderates campaign spending, and improves targeting.
Searching by travel time rather than just distance helps agents assess who can realistically attend.
Using filters like policy type, renewal due date, or risk level helps narrow down the right contacts.
Problem 2: Field Agents Waste Time Between Visits
Field insurance agents often have scattered or canceled appointments, leading to travel inefficiencies and downtime.
Solution – Route Optimization with Along-the-Route Search
With Maplytics, once a CRM using insurance agent has a schedule & a route plotted for the day, they can use route optimization to plan the most efficient order of visits, reducing travel time and fuel cost. If they finish early or have gaps, they can use Along-the-Route Search to find nearby policyholders or prospects/ leads they could visit while passing by. This turns idle time into productive visits.
Problem 3: Slow Claim Response / Emergency Situations
When disasters like fires, floods, and cyclones strike, claims agents must get to affected zones quickly. Slow response frustrates policyholders and damages reputation.
Solution – Real-Time Tracking & Territory Management
Using live tracking, in an insurance CRM Solution, companies can see exactly where field teams are, redirect them when issues such as blocked roads, unplanned routes arise, and optimize who goes where. Territory Management helps ensure balanced coverage. For example, territories can be set up so agents aren’t overloaded in one area while some zones lie idle.
Problem 4: Risk Assessment Lacks Locational Context
Often, underwriting depends on demographics, past claims history, environmental risks, like, flood zones, fire zones, etc. Without mapping these spatial factors, risk can be mispriced, or underwriting takes extra time gathering external data.
Solution – Heat Maps + Census Data Visualization + ESRI ArcGIS Layer Overlay
Maplytics allows overlaying external data such as census info of income levels, population density, etc., environmental overlays, or GIS-based risk layers. Heat maps help visualize zones with high prior claims or higher risk with color intensity. When this is built into CRM, underwriters can quickly see risk clusters and adjust premiums or policy offers.
ESRI’s ArcGIS integration allows insurers to bring in richly detailed geographic layers, e.g., flood plains, risk zones, to improve underwriting precision.
Problem 5: Managing Renewals & Customer Retention Becomes Reactive
Insurance companies often lose customers because renewals are missed or agents are slow to act. Many times, renewal leads are buried in CRM and not acted upon until late.
Solution – Dashboards + Template Views + Mobility
With analytical dashboards, insurers can have visual views of upcoming renewals, policy lapses, and renewal hotspots. Templates, standard saved filters & layouts, mean agents can quickly access renewal lists or customer segments by region. Accessing these on mobile keeps agents updated in the field. This allows proactive outreach, customized retention campaigns, automatic reminders, and deployment of agents to regionally weak areas ahead of renewal dates.
Why Maplytics Is Well-Suited for Insurance Productivity?
To sum up, Maplytics is particularly powerful in insurance because:
- Native integration into Microsoft Dynamics 365 CRM, so agents and underwriters don’t need to switch tools.
- Proximity / Radius + Time-based searches help both sales and claims teams.
- Route optimization & along the route features improve field efficiency.
- Real-time tracking ensures visibility, safety, and timely response.
- Heat maps/census data / GIS overlays that support risk pricing, marketing, and underwriting.
- Mobility/device support so agents in the field can access maps, routes, and dashboards on phones or tablets.
You can read how Maplytics assisted the business of SVMIC here & get a glimpse!
What’s More?
In the insurance sector, productivity isn’t just about doing more; it’s about doing more smartly. Maplytics provides the location intelligence tools insurance businesses need to reduce drive time, enhance targeting, speed up claims & renewals, and improve risk assessment. If you’re part of an insurance company looking to modernize field operations, optimize underwriting, or improve retention, it may be time to try what Maplytics offers.
To become more acquainted with and experience Maplytics firsthand, please write to crm@inogic.com.
We can arrange a personalized demo tailored to your requirements. You can also enjoy a 15-day free trial in your environment.
For applied knowledge, visit our Website or Microsoft AppSource. One can hop onto the detailed Blogs, Client Testimonials, Success Stories, Industry Applications, and Video Library for a quick query resolution. Technical docs for the working of Maplytics are also available for reference.
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