“As specialist in the financial sector, Travi@ta really helped us with its ‘best practices’ at each stage of the project. The best qualification of the relationship with Travi@ta: a true partnership !. ”
Anne Vanhavre, Sales Marketing Programme Manager, Delta Lloyd Life.
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.
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, ...)
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
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)
Sales force target and KPIs management
Daily activity management with due date and escalation
All accesible from MS Outlook
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, …)
SOCIAL MEDIA INTEGRATION : (Facebook - LinkedIn - Twitter)
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
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
Call Center Automation
Exports to Excel
Dashboards Lists & views
. Please contact us for more information about our RealDolmen CRM for Insurance Solution