CRM for Insurance Carriers
TraviataCRM for Insurance Carriers
Customer centricity has become an absolute must for insurers. But as a broker or insurer, how do I get to know about my customers' habits? How do I know which channel (e-mail, Facebook, phone or letter) they prefer? When do my customers read my messages, on the weekend or during the week? And how do I manage to precisely convey the same message via four different channels?
Travi@ta for Insurance is the CRM tool par excellence for answering these questions, built on top of Microsoft Dynamics 365. It 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.