Webinar: How to manage your Distribution Channel with Traviata CRM for Insurance (B2B)?

Thursday, November 23, 2017

Manage your Intermediaries - Refocus on added value in the Digital Age

In this webinar, you will learn how to use Traviata CRM for insurance in an indirect approach (Distribution - B2B):

  • See how you can follow up on brokers and prepare them for a new refocused role in the new digital age and challenges of the insurance industry.
  • Get a great 360° insurance view of brokers and their end customers so you can directly advise the broker and help him to achieve its goals.


This webinar happened in the past.  You can watch the recording by registering here :


The one hour webinar covers following topics:

  • Overview of insurance companies that are already working with the solution
  • ​Hear about the benefits this brought to other insurance companies
  • Demo

Target audience

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


The handouts will be published on this page soon.