Traviata

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.