360° view of your End Customer from lead over quote to policy and claim
In this webinar, you will learn how to use Traviata CRM for insurance in a direct approach (B2C):
- See how you can easily go from a lead over a quote to create a policy with all the detailed insurance information.
- Get a great 360° insurance view of end customers so you directly know the next move for this customer.
This webinar happened in the past. You can watch the recording by registering here:
The one hour webinar will cover the following topics:
- Overview of insurance companies that are already working with the solution
- Easily create a quote and promote it to a policy
- Get a total view of the customer with policies and claims
- Hear about the benefits this brought to other insurance companies
The webinar is ideally suited for
- CRM managers, End users, Implementation managers and Business Leaders from Insurance companies
- Partners wanting to position the insurance solution
Download the slides here.