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Traviata CRM for Insurance is tailored to fit the unique processes in the Insurance industry.

Traviata CRM for Insurance Carriers is the ideal solution for putting the customer at the heart of your business. 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: The Single View of the Customer centralizes information about parties (policy holders, beneficiaries...) that is often spread over different departments in one single 360° view.

  • Policy Management: Manage policies directly in the system or by retrieving information managed in another system. Easily access the information related to a policy such as the policy holder, the beneficiaries, risk objects, clauses, account balance, etc.

  • Claims Management: 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.

  • And many more features: Full sales journey support - Marketing Management - Reporting / Dashboards - Product catalog - Compliance Management - Contact Management.