Industries
Perigon focuses on insurance ecosystems where delivery, data and governance must hold up under real operational pressure.
Managing General Agents (MGAs)
Workbenches, products, referrals, bordereaux and operational workflows.
- • New product and scheme launches
- • Underwriting journey improvements
- • BDX generation rules, validation and exceptions
- • D365 CRM as the operational hub
Brokers
Portals, integration to policy systems, and operational visibility.
- • Broker portal enhancements
- • Referrals and workflow governance
- • CRM integration and reporting
- • UAT governance for safe releases
Carriers & Reinsurance
Reporting confidence, reconciliation and BAU/run-off support.
- • Claims and finance extracts mapping
- • Audit-friendly reconciliation evidence
- • Governance and delivery optimisation
- • Run-off operational streamlining
Where Dynamics 365 fits in insurance
Dynamics 365 can act as a strong workflow and visibility layer across submissions, referrals, tasks and stakeholder communications — especially when integrated with policy administration systems, portals and finance outputs.
Operational visibility
Track work, ownership, and exceptions in one place.
Workflow control
Referrals, approvals, and BAU tasks with audit trails.
Integration hub
Consistent data contracts to policy, claims and finance systems.