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About Us

The ICRM system is built using trusted Microsoft technologies and frameworks by an established Microsoft partner organizations (TTS) that holds the highest level of certification with Microsoft for Microsoft Business Applications.  

TTS has an extensive 20 years of experience operating both consulting and training practices for Microsoft Business Applications, and a 10 year history of working with Insurance Brokers. Specifically, for the Insurance Advisernet (IA) broker network.   

Over the last 10 years we have implemented the following Insurance and Broker Support Solutions and Systems:

  • Enterprise level Business Intelligence Data warehouse
  • Broker Management System and Financial Payment System for Broker Network Organizations (built on Microsoft Dynamics 365 Business Central)
  • Extensive suite of Business Intelligence Dashboards and Reports to support 250 Brokers in Australia and 90 in New Zealand (Built on Power BI and Fabric)
  • Broker AI Agents to support Broker Operations and the Pre-renewal Processes (Built on Azure OpenAI)
  • Broker Learning Management System (LMS365)
  • Broker Automation and Workflow Solutions    

For more information, read some of our case studies here.

 

Technology

 

As a Microsoft Solution Partner for Business Applications we are supported by Microsoft to implement their technology and solutions, given reassurance to all of our customers.

The ICRM System leverages the latest Microsoft tech. Including:

  • Microsoft Power BI \ Fabric Business Intelligence
  • Dynamics 365 and Power Apps
  • Dynamics 365 Business Central
  • Copilot Studio for custom Copilots
  • Azure OpenAI to create AI Agents (External and Internal)
  • Azure AI Bot Services \ MCP \ RAG \ AI Foundry 
  • Power Platform Governance

 

Speak with a consultant...

Built by an Awarded Microsoft Partner 

Our sister company (TTS) are an established Microsoft Solutions Partner for Business Applications nominated as a finalist at the prestigious Microsoft Australian Partner Awards (MAPA) for their work in the Insurance and Finance industry. We have a 20 year history of helping customers design, implement and successfully deploy solutions built on the Microsoft stack of technologies. 

 

 

We can help you with...

We can help you define a Business Intelligence and AI strategy and implement self-serve BI tools that you and your users can use to easily find and visualize key information to help them make better informed decisions. We can help you with:

 

AI Awareness: What are the options?

 

AI Strategy: Our team of AI experts understands the unique challenges organizations face in adopting AI technologies. We collaborate closely with you to develop a tailored AI strategy aligned with your business goals. By conducting thorough assessments, we identify opportunities to leverage AI and define a roadmap that maximizes your return on investment.

  • Identify the best use cases in your business ripe for AI disruption
  • Strategy to deploy an AI project to get the best ROI and set a positive tone
  • Devise an AI Roadmap that considers where you want to go and our insight into what Microsoft have coming down the pipe.

 

AI Design: Designing effective AI solutions requires a deep understanding of your business processes and data landscape. We work closely with your teams to analyze your existing data estate, regardless of technology, and help you ready it for AI implementation. Our data experts provide data cleansing, transformation, and enrichment services to ensure your data is optimized for AI modeling.

  • Help deploying an AI MVP (Minimal Viable Product) or custom Copilot that uses your organizational data.
  • Implementing an AI Governance plan and change management strategy

 

AI Implementation: Leveraging the power of the latest Microsoft technologies, we implement custom AI models that are specifically trained on your organization's data. By using your own data, we enable AI solutions that are highly accurate and tailored to your unique business requirements. Our skilled data scientists and engineers work closely with you to develop, deploy, and manage AI models and workflow automation, ensuring seamless integration with your existing systems.

 

AI Training: Design and deliver AI skills uplift and re-training for all internal users

  • Business AI awareness workshops
  • End user Copilot training and re-purpose
  • Internal technical team awareness and skills transition
  • Technical team custom Copilot Development and System Admin Training

 

Data Analysis: Transitioning from legacy data sources to harnessing the full potential of AI is crucial. Our experienced team assists you in moving your existing data sources to these advanced platforms, ensuring data integrity, security, and scalability. By centralizing your data, you can take full advantage of AI technologies and unlock valuable insights hidden within your legacy systems.

 

Tell me more...

Call us now on 1300 667 577 to talk to one of our specialists or use our contact form here.

We will be more than happy to discuss your specific needs and arrange a no obligation demo and free trial.