feature_claims-management
Claims are “moments of truth” and the are decisive in customer satisfaction. Imagine to have a solution that allows you to manage the whole process from start to end with that in mind.

Traviata CRM for Insurance Claims Management offers an Integrated 360° View and uses business process flows and other features of Dynamics 365 to optimize the handling of claims.

Claims Process through definable steps:

  • Registration (Multi-Channel, Self-Service Portal)
  • Identification (party, polis/version, incident type, provider coverage,…)
  • Validation
  • Status: quittances, incident, …
  • Risk Object (coverage, circumstances, counter party, photos/proof, ….)
  • Inspection Journey Support (Qualify, Prepare, Visit, Report) through Sales Journey Assistant (SJA)
  • Claims Reserves
  • Approval / Rejection
  • Omni-Channel Communication
  • Activity (Intermediary) / Provider Support,…
  • Claims Settlement Support
  • Adjustment