CRM Solution for Insurance Carriers

Over the past decade customers’ behavior and their expectations have drastically changed. Insurance customers are becoming harder to attract and retain. Sales costs are high because of the lack of integration between agent and carrier systems, resulting in fragmented views of customer households and consumers’ changing needs. Insurance carriers have to adapt their service offering and strategy to approach those new types of customers more rapidly in a sector where competition has become sharper than ever.

Travi@ta CRM for Insurance Carriers has been designed to help insurers achieve this shift by bringing together the ideal combination of Microsoft Dynamics CRM – a market leading CRM platform – and our consulting expertise in the financial industry.

News & Events

Warsaw, PL

RealDolmen will be in Warsaw sponsoring eXtremeCRM, where Microsoft Dynamics CRM partners come together to forge relationships, gain real-world... more

New Orleans, USA

RealDolmen will be an Exhibitor at Microsoft Envision 2016. Microsoft Envision replaces Convergence and brings together the most forward thinking minds in business... more

Diegem, Belgium

On Thursday, February 18th, we organize our FREE yearly CRM seminar for Insurers. With opening keynote by Assuralia and a customer testimonial from AG Insurance.... more

Our Partners

RealDolmen relies on the expertise of local partners. Find a reseller here.

Our References