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. Sales costs are high because of the lack of integration between agent and carrier systems, resulting in fragmented views of customer households and consumers’ changing needs. 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.

Travi@ta CRM for Insurance Carriers has been designed to help insurers achieve this shift by bringing together the ideal combination of Microsoft Dynamics CRM – a market leading CRM platform – and our consulting expertise in the financial industry.

News & Events

We're happy to welcome Ekulus as our new partner for Australia and New Zealand.

We're happy to welcome Millennium as our new partner for the Slovak Republic and Czech Republic .

We're happy to welcome Laurus IT Inspiration AG as our new partner. They will serve Switzerland and Liechtenstein.

Our Partners

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

Our References