Meet Travi@ta – CRM for insurance carriers

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Travi@ta – one of the most popular customer relationship management (CRM) solutions in the insurance industry, is now distributed by Intelligent Systems. The software helps companies of the sector manage successfully their sales and marketing activities, having at their disposal all information about potential and current customers. The CRM solution reflects the interrelations between individuals and legal entities; keeps complete track of quotes, policies, and claims; and facilitates the identification of up-sales and cross-sales opportunities.

The innovative solution allows life and non-life insurance companies and brokers to better the performance of their distribution channels by supporting and managing records for each of the intermediaries (agencies, offices, tide agents, brokers) – agreements, commissions, trainings, product portfolios, targets, segmentations, etc. The entire information is collected in a single database so that the employees considerably improve the results of their everyday work.

Based on Microsoft Dynamics CRM, Travi@ta provides seamless integration with the other Microsoft software products – Outlook, Excel, SharePoint, etc.  The workflow is thus additionally facilitated and the overall productivity of the organization is enhanced.

Travi@ta is developed by RealDolmen – a global leader in the ICT business systems. The company has been presented by Microsoft with the „Inner Circle” recognition, awarded only to the TOP 1% partners of the software giant.  Amongst the financial-insurance institutions which utilize the software for the improvement of their relationships with customers and intermediaries are AG Insurance, AXA, KBC, and Baloise.

Intelligent Systems is an official representative of Travi@ta for Bulgaria, Turkey and Albania.

Learn more about the CRM for insurance companies and brokers and request your 30-day free trial version now!

You will be also able to check out Travi@ta during the annual Financial Tech Forum “The New Face of Finances – Digitalization in Focus”, which will be held on April 14, 2006 is Sofia Hotel Balkan, Bulgaria. See you there!