Healthcare Insurance Provider – Portal Development – adddynamics.co.uk

Financial Services

Sales Process Transformation & GDPR Consent Portal

The Challenge

A reputable healthcare insurance provider required a scalable and repeatable sales process that could be deployed across multiple business areas. In parallel, they needed a secure portal to manage customer requests and GDPR consent in a compliant and auditable way.

Solution Delivered

Redesigned and streamlined sales processes across business units using Dynamics 365. Delivered a GDPR-compliant consent management portal, enhanced marketing segmentation, and automated customer communications. Supported delivery with thorough documentation, governance, and structured testing.

Impact

Strengthened GDPR compliance and consent tracking
Improved data accuracy and marketing segmentation
Streamlined sales processes across business units
Delivered a modern, customer-friendly portal experience

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