Travi Travi@ta CRM for Insurance carriers is a solution developed by Realdolmen to fit the unique processes of CRM users the in Insurance industry.

Travi@ta helps Insurance Carriers achieve CRM success by bringing together the ideal combination of the market leading CRM platform, an industry focused software solution & our Insurance industry consulting expertise. We start with Microsoft Dynamics CRM, known CRM leader, used by 6.000 Financial Services Companies and their 1.000.000 users worldwide. It’s also the only CRM platform with native in

tegration with the office productivity, collaboration and communication tools that Financial Services professionals use every day. On top of Microsoft Dynamics CRM, we deliver Travi@ta, a CRM solution for Insurance Carriers developed by RealDolmen. This solution is tailored to fit the unique processes of CRM users in the Insurance industry and has been built upon years of experience helping Insurers to successfully implement Microsoft Dynamics CRM. With each new project, we listen and we learn. From that experience, we crafted a solution including industry metrics and workflows that improve the quality of each implementation.

In October, Traviata CRM for Insurance was showcased in Hungary at a great event on Digital Transformation organized by ...
14/11/2018

In October, Traviata CRM for Insurance was showcased in Hungary at a great event on Digital Transformation organized by our partner XAPT. Watch the event video here.

Realdolmen presenting at   in the FSI industry Partner to Partner matchmaking event. Josef Szekeres explained Traviata, ...
25/07/2018

Realdolmen presenting at in the FSI industry Partner to Partner matchmaking event. Josef Szekeres explained Traviata, our solution for , to an international partner community. We look forward to further engage with you!

Wednesday, July 25, 2018 Microsoft Inspire 2018 has come to an end, and we can honestly say that it has been great for us. It has been a pleasure meeting many people (partners, future partners and Microsoft) from all around the world. We would sincerely like to thank them all for making our conferen...

Booth OK ? Check !  We’re ready for
15/07/2018

Booth OK ? Check ! We’re ready for

Proud to be presenting Traviata CRM4insurance in Singapore today, together with Microsoft and partner Pratyaya.
26/04/2018

Proud to be presenting Traviata CRM4insurance in Singapore today, together with Microsoft and partner Pratyaya.

Day 2 at   in Dubrovnik. Can't wait to meet all our exisiting and future partners!
20/03/2018

Day 2 at in Dubrovnik. Can't wait to meet all our exisiting and future partners!

We're proud to announce that Traviata CRM for Insurance is now Certified for Microsoft Dynamics, which signifies that th...
21/12/2017

We're proud to announce that Traviata CRM for Insurance is now Certified for Microsoft Dynamics, which signifies that the solution has met Microsoft Corp.’s highest standard for partner-developed software. By successfully meeting all certification requirements, Traviata can now carry the distinct Certified for Microsoft Dynamics logo.

08/08/2017

Free webinar: How to use in a direct (B2C) approach. Get a 360° overview of your insurance customer from lead over quote to policy & claim.
http://www.traviata.eu/webinar-how-use-traviata-crm-insurance-b2c

Tuesday, August 29, 2017360° 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 info...

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