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.  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 is the ideal solution for putting the customer at the heart of your business. As an extension to Microsoft's standard CRM application, designed specifically for the insurance sector, the software 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.

News & Events

Traviata CRM for Insurance has now been extended with a claims management solution.

Read how Realdolmen faces the digital transformation together with banks and insurers in this Financial Services edition of Simplicity Magazine

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