Transparity helped Ageas Insurance transform broker management with Dynamics 365

Highlights

Core broker relationship management system consolidating data and insight
Targeted digital marketing using integrated campaign tools
Fully mobile, secure access via tablet for field-based teams
Advanced business intelligence leveraging existing legacy data
Seamless integration with wider digital transformation initiatives

The challenge

Ageas needed to replace a bespoke, in-house system with a modern platform that could support its growing broker network and provide more advanced business intelligence.

The existing setup made it difficult to measure performance across brokers, partners and distribution channels. To support growth, the business required a solution that could provide clear visibility into relationships, performance and opportunities.

A key challenge was integrating with a large volume of critical broker data held in a legacy IBM i-Series system. The new platform also needed to support digital marketing, mobility and ongoing transformation across other connected initiatives.

The Solution

Ageas implemented Microsoft Dynamics 365 with support from Transparity, creating a centralised broker CRM platform designed around its specific needs.

The project followed a phased approach, starting with a detailed review and prioritisation of core functionality. Transparity worked collaboratively with internal teams to define scope, allocate responsibilities and ensure efficient delivery.

The solution integrates directly with existing legacy systems, bringing together broker data, financial performance and relationship activity into a single view. This enables better tracking of trends, performance and opportunities across the network.

Digital marketing functionality was introduced to segment and target brokers more effectively, allowing Ageas to deliver more relevant and impactful communications.

To support field teams, the platform was optimised for secure mobile use, enabling relationship managers to access and update information in real time, wherever they are working.

The Outcome

Ageas now benefits from a unified view of broker relationships, combining financial, operational and engagement data into a single platform. This provides both strategic and day-to-day insight, enabling teams to identify high-value opportunities, prioritise activity and strengthen relationships across the broker network. The ability to drill down into performance at a granular level has improved decision-making, allowing Ageas to understand which brokers, offices and offerings are delivering the greatest value. The platform has also enhanced collaboration across teams and supported wider digital initiatives, creating a stronger foundation for future growth.

Benefits

Improved broker insight
A single view of broker data enables better understanding of performance and opportunities.

Stronger decision-making
Advanced reporting and analytics provide actionable insight at both strategic and operational levels.

Enhanced relationship management
Teams can prioritise high-value activity and engage more effectively with brokers.

Increased marketing effectiveness
Targeted campaigns improve engagement and support business growth.

Mobile enablement
Secure access via mobile devices allows teams to work flexibly and stay connected.

Working with Transparity

“Transparity demonstrated a deep understanding of our requirements and worked collaboratively to deliver a solution that fits our business. Their flexibility, expertise and ability to deliver on time and on budget made this one of our most successful externally delivered projects.”

About the OMEX

Ageas is one of the largest insurers in the UK and part of an international group headquartered in Brussels. The organisation serves millions of customers across motor and household insurance, working through direct channels, broker networks and strategic partnerships.

With a focus on making insurance simple and accessible, Ageas continues to evolve its digital capabilities to deliver better customer and partner experiences.