CRM Solution for Insurance Carriers

Over the past decade customers’ behavior and their expectations have drastically changed. Insurance customers are becoming harder to attract and retain.  Insurance carriers have to adapt their service offering and strategy to approach those new types of customers more rapidly in a sector where competition has become sharper than ever.

Traviata CRM for Insurance Carriers is the ideal solution for putting the customer at the heart of your business. As an extension to Microsoft's standard CRM application, designed specifically for the insurance sector, the software supports the channel from broker/insurance company to end customer, as well as the broker-insurer combination. Originally developed as a solution to monitor vendors at insurance companies, it is now a complete tool that, apart from sales monitoring, also has a marketing aspect in order to prepare campaigns and business plans for brokers, and updates all customer data centrally to build a 360-degree view of every customer.

                 

News & Events

Realdolmen on the Ecosystem slide for Microsoft ISVs during today's digital online "Microsoft Business Applications Summit live"-keynote ... that is Traviata CRM for Insurance Carriers and Single... more

Digital disruption has been with us now for years, and has turned many sectors upside down already. Following the banking sector, technological innovation is now forcing the insurance sector to... more

Over the past decades, digital technology and innovation have been disrupting businesses across the world, bringing change to even the most staid industries. Digital revolution has already changed... more

Our Partners

To implement Traviata around the world, Realdolmen relies on the expertise of local partners. Find a reseller here.

Our References