Traviata

Traviata

CRM for Insurance Carriers

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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?

Traviata 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.

insurance single view - features

Go to the Traviata website to find out more

Video - Single view of the customer - B2C

In this video, we focus on the Single view of a B2C customer, that gives a comprehensive and global view of one single insurance customer.

Video - Single view of the Broker - B2B

In this video, we focus on the Single view of a Broker, that gives a comprehensive and global view of an intermediary in the insurance business.