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Enhance your business with a leading insurance solution

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Location

Park MGM Las Vegas

3770 South Las Vegas Boulevard

Level 1 - St James

Las Vegas, NV 89109

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Sales Have Ended

Registrations are closed
Thank you for your registration!
Event description

Description

Over the past decade, customers’ behavior and their expectations have drastically changed. Insurance customers are becoming harder to attract and retain. Insurance carriers have to adapt their service offering and strategy to approach those new types of customers more rapidly in a sector where competition has become sharper than ever.

Traviata CRM for Insurance Carriers is the ideal solution for putting the customer at the heart of your business. As an extension to Microsoft's standard CRM application, designed specifically for the insurance sector, the software supports the channel from broker/insurance company to end customer, as well as the broker-insurer combination.

Originally developed as a solution to monitor vendors at insurance companies, it is now a complete tool that, apart from sales monitoring, also has a marketing aspect in order to prepare campaigns and business plans for brokers, and updates all customer data centrally to build a 360-degree view of every customer.

Next to sales and marketing, we also highlight specific insurance functionality like claims management in this single solution, that we can enrich with bots and predictive tooling.

AGENDA

  • Presentation of Traviata CRM for Insurance: see how this insurance solution can help you and/or your customers to have a better follow up of the sales supporting typically insurance demands.

  • We will also highlight our go to market approach and recent successes through our Partner Enablement Program


Date and Time

Location

Park MGM Las Vegas

3770 South Las Vegas Boulevard

Level 1 - St James

Las Vegas, NV 89109

View Map

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