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.

Traviata

by Realdolmen