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.
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I would recommend you to try Kava CRM for Insurance. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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