info@perigonsol.com
London / UK (Remote-Friendly)
Insurance Technology Dynamics 365 & Power Platform MGA & Specialty Insurance
Insurance Technology • Dynamics 365 CRM • Delivery

Designing, Building & Running Modern Insurance Operations.

We help MGAs, insurers and brokers design, build and operate modern insurance technology — spanning underwriting and policy administration, Dynamics 365, broker portals, delegated authority, data, integrations and operational transformation.

Architecture & Delivery Assurance

Traceable, Testable & Audit-Ready Platforms.

We specialise in complex environments where requirements are unclear, data doesn’t reconcile, and delivery teams struggle to move from design to go-live.

Senior, Hands-On Consulting for Insurance Platforms & Dynamics 365 CRM

Perigon partners with insurers, MGAs, and brokers to deliver platform change designed to be measurable, testable, and auditable.

We provide structured Business Analysis, solution design, and delivery assurance across integrations and data. We specialise in complex environments where requirements are unclear, data doesn’t reconcile, and delivery teams struggle to transition from design to go-live.

Talk to Our Specialists

Traceable

requirements → test → defect → sign-off

Complete traceability from business requirements down to unit tests, regression suites, and formal stakeholder sign-offs.

Audit-Ready

reconciliation rules & evidence packs

Automated reconciliation and validation for BDX, claims and finance data, supporting strong audit and governance requirements.

Measured

baseline → change → measure → improve

Clear velocity baselines and defect density monitoring to track tangible operational value throughout the delivery lifecycle.

Representative Delivery Outcomes

Key areas where Perigon delivers measurable change, operational stability, and technology modernisations across the insurance lifecycle.

Insurance Platform Implementation & Modernisation

Delivering modern architecture, platform migration, and core system modernisations aligned to business strategy and operating model objectives.

Dynamics 365 & Power Platform Delivery

Configuring custom Dataverse entities, underwriting workflows, business process flows, and Power Automate document and email journeys.

Underwriting & Policy Administration Improvements

Enhancing submission management, quote-to-bind journeys, rating rules, referral authority structures, MTAs, and automated renewal cycles.

Broker Portal & Digital Journey Implementation

Implementing self-service broker portals with direct rating, payment gateway integrations, document issuance, and enquiry visibility.

Data Migration & System Integration

Executing schema mapping, transactional balancing, legacy core platform migrations, and secure API and middleware data interfaces.

Bordereaux, Claims & Reconciliation Automation

Establishing automated premium and claims bordereaux validation, error triage rules, ledger balancing, and carrier reporting packs.

Qualified Consultants With Hands-On Experience

We do not just supply generic IT resources. We bring senior, qualified practitioners with deep London Market and commercial insurance lineage.

Insurance-Qualified Consultants

Chartered Insurance Institute (CII – London Market) and AINS certified professionals who understand your underwriting and claims workflows.

Certified Business Analysis Practitioners (BCS)

Clear requirements, business process modelling and stakeholder alignment to reduce rework during delivery.

Scrum.org Certified Delivery Leadership

PSM and PSPO certified leadership supporting efficient and predictable delivery, transparent sprints and dependable milestone releases.

Modern Policy Administration & Underwriting

Perigon helps MGAs and specialist insurers design and implement modern underwriting and policy administration capabilities covering the full insurance lifecycle.

From submission and quotation through underwriting, referrals, bind, policy administration, documents, MTAs, renewals and reporting, we combine insurance domain expertise with modern Microsoft technologies to create configurable and scalable insurance operations.

Submission
Quote
Underwrite
Refer
Bind
Policy
MTA
Renewal
Reporting
Explore Our PAS Capabilities

See Our Insurance Platform in Action

See how modern insurance workflows can be delivered using Dynamics 365 and the Microsoft Power Platform.

Explore our demonstrable insurance platform capabilities across key stages of the insurance lifecycle, including submissions, underwriting, quotation, policy administration, referrals, documents, MTAs, renewals and operational reporting.

Request a PAS Demo
Demonstrable Capabilities Covered
Submissions Quotation Underwriting Referrals Policy Administration Documents MTAs Renewals Operational Reporting

Frequently Asked Questions

Common questions regarding our consulting models, D365 integrations, and delivery assurance.

How quickly can Perigon mobilize on a live delivery programme?
We typically engage within 1 to 2 weeks of initial scoping. We start with a focused discovery phase to understand existing requirements, integrations and delivery priorities, then agree a practical roadmap for moving forward.
Do you customize standard Microsoft Dynamics 365 or build bespoke modules?
We do both. We architect native Dynamics 365 CRM modules specifically around insurance entities (Policy, Insured, Risk, Binder, Claim, Bordereau) while augmenting capabilities with bespoke Power Platform components and Azure-based integrations.
Can Perigon help rescue an at-risk or delayed insurance transformation?
Yes. Programme recovery is one of our primary specialisms. We step into complex scenarios where requirements are opaque, data reconciliations fail, or teams struggle to transition from design into automated UAT and release sign-off.
How do you guarantee audit readiness for bordereaux and financial data?
We implement deterministic reconciliation engines and automated data evidence packs. Every transaction, transformation, and exception is logged with timestamped validation trails designed to pass external compliance and capacity provider audits.

Tell Us What You’re Delivering

We’ll suggest a practical delivery approach, timeline, and the first set of strategic actions to build momentum for your insurance programme.

Contact Perigon Book a Discovery Call