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RealDolmen CRM
RealDolmen CRM
CRM Solution Consultant (M/F)
 NL-FR-EN, +1 year exp.
CRM Solution Sales (M/F)
 NL-FR-EN, +4 year exp.

CRM for Insurance

“Travi@ta had a lot of experience with Microsoft CRM in the Insurance industry.  The proof of concept they delivered very quickly convinced us.”
Noël Van de Velde, Manager Distributions Support, Mercator
More quotes          Full story

As a "CRM for Insurance" specialist with 10 years CRM experience in Insurance Companies in Belgium like Allianz, AXA, Fortis, Mercator, Chartis (ex-AIG), Mensura, Delta Lloyd Life, HPGBelgium, etc.., RealDolmen CRM-Travi@ta knows Insurers have to face many challenges:

RealDolmen CRM for Insurance is based on Microsoft Dynamics CRM and contains:
RealDolmen CRM for Insurance contains all the insurance specific tables and relationships, needed to support Direct and Indirect distribution channels:
  • The indirect model, also called “Broker Relationship  Management or BRM”, helps Insurance Companies to manage their relation with intermediaries like brokers and agents.
  • The direct distribution model, called “Customer Relationship Management or CRM”, helps Insurance Companies to manage their relation with the final customer (individuals or enterprises).
  • A mixed model of both Direct and Indirect distribution is also supported.
RealDolmen CRM for Insurance core model                          

  • The Single View of Customer provides a 360-degree client view in a dashboard where you can see all the important details of the customer in a snapshot
  • You can also drill down in details for further information.
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Single View of the Customer - click to enlarge

  • Basic information
  • Profile data (structure of offices with collaborators, broker segmentation (VIP, Gold, ...), specific agreements, ...
  • Business profile i.e.
    • Broker organisation, status and rating, customer preferred target
    • Contracts portfolio and estimation for other companies (contracts branch, contract volumes, total premium, ...)
    • Premium information (total premium value per category of products, premium movements in & out, ...)
    • Risk information (total capital under risk per category of products, ...)
    • Commission information
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Single View of the Broker - click to enlarge

  • Register all contact moments
  • Schedule and manage simple and complex tasks
  • Capture and access every customer activity, including all communication transactions, such as appointments, dates, telephone calls, e-mails, letters, meetings
  • Synchronize CRM activities and calendars with Microsoft Outlook
  • Delegate actions
  • Integrate Workflows
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  • Gather consistent customer data in a single information repository to better understand each customer’s worth and to enhance and cultivate profitable customer relationships.
  • Analyze integrated customer information to better target your marketing and sales.
  • Identify influencers, constituents, allies and roadblocks for each account.
  • Better understand complex organizational structures with hierarchal relationship tracking.
  • Promote Office Outlook contacts and email messages to Microsoft Dynamics CRM with a few clicks.
  • Empower your sales force with real-time access to customer data from any web-enabled device
  • Reduce wasted cycles with robust data import and data deduplication features...
  • Define key performance and business health indicators.
  • Track and measure results against your organization's goals or metrics.
  • Easily and quickly define goals for a campaign or fiscal period.
  • Combine smaller goals, such as for specific teams or territories, into the overall goals for your organization.
  • Create a rollup of all the goals into the actuals that show how you are tracking.
  • Manage Sales Force
  • Manage Sales Territories i.e. structure, modify territories, teams, ...
  • Manage Sales Opportunities & Offers and their associated results i.e. open opportunities, missed ones, pending offers, rejected ones, ... (and reasons)
  • Manage cross-selling activities
  • Manage Commissioning process 
  • Sales Process Automation (opportunity, quote, order)
    • Cross -Sell
    • Up-Sell
  • Sales force target and KPIs management
  • Daily activity management with due date and escalation
  • All accesible from MS Outlook
    • Manage Marketing Campaign
    • Create and maintain target lists and segmentations
    • Setup and launch Marketing Campaigns (preparation and follow-up)
    • Manage Mass e-Mailing
    • Manage Marketing Campaign Budget
    • Budget allocated & spent per broker / customer
    • Manage Events such as trainings, marketing actions, product info sessions, ...
    • Event Planning & Logistics i.e. the venue, the presenters, the catering, the content preparation
    • Event Attendance i.e. invitations, registrations & tracking of attendance
    • Event Status i.e. measure of the effectiveness (# of attendance, impact, …)
    • Lead Capture
      • Import leads from files
      • Internet Lead Capture
    • Lead Qualification
    • Lead Assignment & Follow-up
  • SOCIAL MEDIA INTEGRATION (Facebook - LinkedIn - Twitter):
    • Friend invitation
    • Facebook attributes in CRM
    • Publish campaign on Facebook
    • Campaign Detail on Facebook
    • Application Screen for Friends
    • LinkedIn access from CRM
    • Send tweets directly from CRM
Customer Care  (Complaint management & customer satisfaction)
  • Complaint resolution in CRM
    • Simple vision:” Customer tells the story only once!”
    • Complaints are assigned to queues for operations (26 queues defined)
    • SLA’s are defined on segments and priorities of complaint types
    • Customer experience manaement with surveys
  • Inquiry
  • Suggestion
  • Call Center Automation
  • Reports
  • Exports to Excel
  • Dashboards
  • Lists & views
VIDEO: CRM for Insurance
Please contact us for more information about our RealDolmen CRM for Insurance Solution.
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