Insurance IT & Dynamics 365 delivery
Deliver complex insurance change with confidence.
Perigon partners with insurers, MGAs and brokers to deliver platform change across Dynamics 365 CRM, underwriting, policy, claims and finance. We provide structured BA, solution design and delivery assurance across integrations and data — ensuring change is traceable, testable and audit‑ready.
We specialise in complex environments where requirements are unclear, data doesn’t reconcile, and delivery teams struggle to move from design to go‑live.
Dynamics 365 & Power Platform
Broker & underwriting portals
Integration & data structures
BDX, claims & finance reconciliation
Why Perigon
- Insurance‑qualified consultants (CII – London Market, AINS)
- Certified Business Analysis practitioners (BCS)
- Scrum.org certified delivery leadership (PSM, PSPO)
- Hands‑on experience across insurance platforms, CRM and data
How we typically engage
- Integrated BA, Dev and QA delivery for insurance and Dynamics 365 programmes
- Clear ownership from discovery to go-live — requirements, build, test and release
- Dynamics 365 & integration development
- UAT & release assurance with controlled testing, defect management and sign-off
- Data, reconciliation and reporting change designed to withstand audit and scrutiny
Traceable
requirements → test → defect → sign‑off
Audit‑ready
reconciliation rules & evidence packs
Measured
baseline → change → measure → improve
Tell us what you’re delivering
We’ll suggest a practical approach, timeline and the first set of actions to get momentum.