Why Travi@ta

Travi@ta helps Insurance Carriers achieve CRM success by bringing together the ideal combination of the market leading CRM platform, an industry focused software solution & our Insurance industry consulting expertise.

We start with Microsoft Dynamics CRM, known CRM leader, used by 6.000 Financial Services Companies and their 1.000.000 users worldwide. It’s also the only CRM platform with native integration with the office productivity, collaboration and communication tools that Financial Services professionals use every day.

On top of Microsoft Dynamics CRM, we deliver Travi@ta, a CRM solution for Insurance Carriers developed by RealDolmen. This solution is tailored to fit the unique processes of CRM users in the Insurance industry and has been built upon years of experience helping Insurers to successfully implement Microsoft Dynamics CRM.  With each new project, we listen and we learn.  From that experience, we crafted a solution including industry metrics and workflows that improve the quality of each implementation.

Go to Features

In close collaboration with your team, our team ensures that the solution fits your business perfectly & helps you meet your real business objectives. By combining the value of the Microsoft Dynamics CRM platform with our industry approach, we deliver success faster and cheaper.

 

Single View of the Customer
Single View of the Policy
Single View of the Broker