Amsterdam, 1017EZ,
Netherlands
Blue Umbrella
Blue Umbrella, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Blue Umbrella collaboration with software players such as Dalikoo empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| Blue Umbrella | Dalikoo | Dalikoo CRM | CRM | CRM |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
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Dorbar Insurance Solutions Canada | Insurance | 10 | $2M | Canada | Dalikoo | Dalikoo CRM | CRM | 2021 |
In 2021 Dorbar Insurance Solutions Canada implemented Dalikoo CRM as its primary customer-facing system to centralize client communications and automate renewal notifications. The rollout positioned Dalikoo CRM within the CRM category to support core insurance and benefits process workflows across the Greater Toronto Area, emphasizing contact management and renewal automation as immediate priorities.
The implementation configured Dalikoo CRM with modules for contact and policy record management, communications tracking, workflow automation for renewals, and notification scheduling, and it synchronized email and calendar data through an integration with Microsoft 365/Exchange. The deployment was delivered with support from MSP My Blue Umbrella and SI Blue Umbrella, and operational coverage focused on agent-facing functions within the insurance and benefits process area. The program improved data accessibility, standardized workflow execution, and increased agent efficiency as reported by Dorbar Insurance Solutions Canada.
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Buyer Intent: Companies Evaluating Blue Umbrella Services
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