Webinar: How to use Traviata CRM for Insurance in a direct (B2C) approach

Tuesday, August 29, 2017

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
  • Demo:
    • 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

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


Download the slides here.