If we owned the commercial outcome
What if every WTW producer arrived at every client conversation with the intelligence of the entire firm, and a CRM that helped them sell instead of asking them to administer it?
WTW is hiring a Head of CRM & Sales Insight Platforms to lead global Dynamics 365 strategy, sales analytics, stakeholders, teams and suppliers.
WTW’s Propel AI acceleration plan explicitly connects AI, productivity, stronger client outcomes and future growth.
Connect enterprise AI ambition to the daily workflow of producers and account teams, measured by revenue and client value.
Illustrative future-state experience
A conceptual demonstration using fictional client information. Not a screenshot of WTW’s live systems or a claim about existing gaps.
WTW | Client intelligence
Illustrative Dynamics 365 + AI experience
Upcoming client conversation
Fictional enterprise account · Annual strategy review
4
Active stakeholder relationships
2
Potential specialist introductions
3
Recommended next actions
The client is preparing for an expansion and evaluating workforce-related risk. Review current insurance coverage, confirm the decision team and explore whether WTW specialists can support benefits strategy and workforce resilience.
Suggested question
“As you expand, which workforce and risk exposures are changing faster than your current plans?”
Post-meeting assistant
Review the meeting summary, approve follow-up email and proposed CRM updates, and assign next steps without manual re-entry.
Five high-value use cases
Before every meeting
Unify Dynamics 365 account history, opportunities, renewals, service context and approved external signals into a producer-ready briefing with talking points and recommended introductions.
Preparation time • meeting quality • next-step completion
Grow existing relationships
Spot permissioned whitespace across Risk & Broking and Health, Wealth & Career. Surface the right specialist and a relevant reason to engage, not a generic cross-sell prompt.
Qualified introductions • pipeline influenced • share of wallet
After every conversation
Draft follow-ups, capture meeting notes, propose opportunity updates and prompt next actions inside Dynamics 365. Keep producers in control of approvals and sensitive client information.
CRM adoption • seller time returned • data completeness
Act before risk becomes loss
Use governed CRM signals and Power BI to identify stalled opportunities, concentration risks, renewal exposure and engagement gaps with transparent explanations.
Pipeline health • renewal engagement • forecast confidence
Make it sustainable
Align roadmap, data quality, security, architecture, backlog and delivery governance across business stakeholders, IT, vendors and WTW’s existing AI leadership.
Release value • platform reliability • active usage
Directly aligned to the open role
Dynamics 365 platform strategy, secure AI integration, Power BI, data quality, operational stability, Agile backlog governance, vendor alignment and measurable adoption.
More productive producers, better client intelligence, relevant cross-business introductions, faster follow-through, stronger pipeline visibility and elevated client experiences.
A practical first quarter
01–30
Align commercial and IT sponsors, assess current platform and AI initiatives, establish baselines and choose two high-value workflows.
31–60
Prototype the AI client brief and post-meeting workflow using approved data and existing WTW delivery resources.
61–90
Track adoption, time saved, data completeness and pipeline impact. Set a governed roadmap for the next quarter.
Executive film
If we owned the outcome
Agilidy brings business-first Microsoft CRM leadership to accelerate priorities while WTW evaluates its long-term leadership model. The goal is to strengthen existing teams, partners and enterprise AI initiatives, not replace them.
I spent more than 25 years helping organizations translate CRM and Microsoft technology into business outcomes. What interests me about WTW is the chance to connect a clear enterprise AI ambition to how client teams actually win, serve and grow relationships.
Jason Wickman · Founder, Agilidy
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