Kava CRM for Insurance

Customer relationships made better for insurance brokers.

Developed by: KAVA CRM
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Kava CRM is built for insurance brokers to help them mange the sales cycle and foster relationships with both new customers and existing clients. Powered by the Zoho Developer platform, and combined with deep insights from insurance professionals, KAVA CRM delivers a comprehensive cloud solution.

Key Features:

  • Focus on Insurance Centric Sales Management

    KAVA CRM addresses the sales and client management processes by adding modules for renewals, claims, and endorsements. You can automatically create a lead, attach a pdf form, and route it to the right account manager. No more retyping emails and re-keying data.
  • Easier Tracking of leads

    Track detailed information about your leads, the insurance products they require,in addition to key financial statistics, such as premiums, fees, and commission.
  • Track Premiums Easily

    With KAVA CRM, you can easily track financials from year to year, manage premium funding requirements, invoice details, payment status, and much more.
  • Streamlining Operations to Save Time and Money

    Managing routine tasks and activities is much easier using the automation tools available in the CRM.

Tags

Published date Jul 6, 2016
Version 1.0
Category Insurance
Pricing Free
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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