Event
Webinar: How to use Traviata CRM for Insurance in a direct (B2C) approach360° view of your insurance end customer from lead over quote to policy and claim
In this webinar, you will learn how to use Traviata CRM for insurance in a direct approach (B2C):
- See how you can easily go from a lead over a quote to create a policy with all the detailed insurance information.
- Get a great 360° insurance view of end customers so you directly know the next move for this customer.
AGENDA
The one hour webinar will cover the following topics:
- Overview of insurance companies that are already working with the solution
- Demo:
- Easily create a quote and promote it to a policy
- Get a total view of the customer with policies and claims
- Hear about the benefits this brought to other insurance companies
Target audience
The webinar is ideally suited for
- CRM managers, End users, Implementation managers and Business Leaders from Insurance companies
- Partners wanting to position the insurance solution
Registration
Please register here if you :
- want to follow the webinar live
- can not attend the webinar live, but would like to watch the recording afterwards
