Travi@ta’s CRM for Insurance solution

Travi@ta’s CRM for Insurance solution provides Single view of the customer, Single view of the broker, Contact Management, Campaign Management, Sales Team Management, Event Management, Customer Feedback Management, Lead Generation, Sales Force Automation, Social Media Integration and Customer Intelligence. Travi@ta is a leading “CRM for Financial Services” company with 7 years MS CRM integration experience in this industry, and was awarded as Microsoft Partner of the Year Finalist for Financial Services in 2010. Many Insurance carriers and Banks successfully implemented our solution which is completely based on Microsoft Dynamics CRM; among them Allianz, AXA, Keytrade Bank and many others that are using the solution with over 3000 CRM users.