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.  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.

Traviata CRM for Insurance Carriers is the ideal solution for putting the customer at the heart of your business. As an extension to Microsoft's standard CRM application, designed specifically for the insurance sector, the software supports the channel from broker/insurance company to end customer, as well as the broker-insurer combination. Originally developed as a solution to monitor vendors at insurance companies, it is now a complete tool that, apart from sales monitoring, also has a marketing aspect in order to prepare campaigns and business plans for brokers, and updates all customer data centrally to build a 360-degree view of every customer.


News & Events

An efficient Digital Financial Services ecosystem that delivers sustainable and open Insurance Solutions has never been more important… 
It won’t be a surprise to you that our Traviata team... more

About the use of personal data in the insurance world, the value of trust and the importance of customer engagement.

Realdolmen on the Ecosystem slide for Microsoft ISVs during today's digital online "Microsoft Business Applications Summit live"-keynote ... that is Traviata CRM for Insurance Carriers and Single... more

Our Partners

To implement Traviata around the world, Realdolmen relies on the expertise of local partners. Find a reseller here.

Our References