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.
After identification of the party, policy details (with version) and type of incident, the handler gets an overview of all the policies, quittances, payment and party information to make the right decision to accept or reject the claim.
Upon acceptance, the flow will guide the user through the process of the claim including related parties, objects, place of incident, coverage based on guarantees of the policy, the executers that meet criteria (distance,…) to do the assistance, execution, claims amount, object value,…
quittances & payments
|Check party, policy lifecycle, versions, quittances & payments|
|geolocation of incident and providers
selection of provider (criteria)
orders & activities
|Process life, non-life, health dependent including (non-limiting)|
Risk object details
Persons involved (related parties)