Travi@ta is a software solution for insurance providers and intermediaries, developed by RealDolmen. With it, life and non-life companies turn trends in their favor by shifting business focus from policies to customers. Travi@ta facilitates the distribution networks and helps them to provide better and faster customer service.

The customer – at the core of business!

Travi@ta combines the power of Microsoft Dynamics 365/CRM with rich international know-how and gives agents, brokers and their managers 360° view on their current and potential clients. Thus, holding all the necessary data and history (quotes, policies, claims, premiums, indemnities, interrelations, etc.) about individuals and companies, insurance carriers and intermediaries have the optimal tool for customer acquisition and retention.

Effective distribution network management!

Travi@ta helps you to promptly coordinate and control all sales channels – agencies, offices, tide agents, brokers. All the information about their personal agreements, product portfolios, targets, performance, trainings, incentives and others, are kept in a single database. This enables you to apply a tailored approach to each of your agent and/or broker, depending on their individual needs.

And more:

  • Keep all policy and claim data in one place – intermediaries, insurers, insured (objects), beneficiaries, covers, sum assured, gross written and paid premium, installments, risk events, indemnities, statuses, etc.
  • Plan, carry out and analyze marketing and advertising activities
  • Set targets, follow them up, craft and adjust sales strategies
  • Identify up-sales and cross-sales opportunities and take active role in the policy renewal process
  • Prepare detailed graphs and reports (KPI dashboards) on your own, without the involvement of IT specialists

Based entirely on Dynamics CRM, Travi@ta is seamlessly integrated with all the other popular Microsoft products (Office, SharePoint, Outlook, Skype), thus additionally promoting high performance and productivity in the entire organization.

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