• Transforming the Foundation of Your Relationships

    Traviata for Insurance is a solution tailored to fit the unique processes in the Insurance Industry, ideal for putting the customer experience at the heart of your business. As an extension to Microsoft Dynamics 365/CRM, Traviata dramatically reduces your implementation effort of your CRM platform by adding new features to support both a Direct Selling model (B2C) as well as Indirect Distribution Channels (B2B/B2B2C) working with Brokers and Intermediaries.

  • product-why

    Why move from policy-centric to customer-centric?

    Customer behavior and expectations are changing. It is not just about the product, the policy. It is about the entire experience.

  • ​​​​​​In today's digital age customer behavior and expectations continue to drastically grow:

    • Insurance-savvy customers expect timely response and resolution: any interaction - both inter-personal, digital or multi-channel - needs to be friction- and error-free, understandable and personalized.
    • More value-driven Insurance customers only settle for the highest quality service: they demand end-end transparency at any given time of a quote or claim-process and they expect new levels of fairness.

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    Insurance Carriers increasingly need to turn from a "policy-centric" to a "customer-centric" approach helping them.

    • To fight competition from new, non-traditional entrants and disruption of distribution channels, both eroding the profitability of their products.
    • Agents and Brokers - falling short to live up to these increasing expectations - find it harder to retain customers, to attract and convert new business, … they require new standards for customer-centric services.
       
  • product-what

    What does Traviata deliver to accelerate your journey to customer-centricity?

    Traviata Customer Engagement for Insurance is built on best practices and long lasting experience in the insurance industry. Out of the box, it meets over 80% of your requirements to put the customer at the heart of your business.

  • Traviata CRM for Insurance Carriers is tailored to fit the unique processes in the Insurance Industry, an ideal solution for putting the customer at the heart of your business:

    • To meet ever-growing expectations of your customers, winning the trust of today's demanding insurance customers, serving as the foundation for strong customer satisfaction
    • To enhance profitability and accelerate organic growth through improved sales and customer-centric service
    • To gain operational efficiency supporting improved productivity

     

    As an extension to Microsoft Dynamics 365/CRM, designed specifically for the Insurance Sector, Traviata supports Direct and/or Indirect Distribution Channels in a single environment:

    • Customer Relationship Management
    • Policy Management
    • Claims Management
    • Distribution Network Management
    • And many more features: Full Sales Journey Support - Marketing Management - Reporting / Dashboards - Product Catalog - Compliance Management - Contact Management
       
  • product-how

    How does Traviata leverage technology to grow your business?

    Natively built into Dynamics 365 , Traviata leverages all of that power ( including the Power Platform and O365) to support the customer journey by managing all direct and indirect customer engagement channels in a single environment.

  • As an extension to Microsoft Dynamics 365/CRM, designed specifically for the Insurance Sector, Traviata supports Direct and/or Indirect Distribution Channels in a single environment. 

    Traviata supports 3 Operational Business Models:

    • B2C: serving individuals, groups/households directly
    • B2B: serving companies as insurance customers directly
    • B2B2BC: serving customers working with Intermediaries or Brokers indirectly

    When working with Intermediaries - not necessarily tied to one Insurer's Brand - Traviata supports business processes focusing on the animation of the Distribution Channel and follow-up on a joint sales pipeline. The Distributor Network Management supports developing marketing and distribution planning, improves frequency and quality of communication between Brokers and business manager at the head office while increasing retention.