Deliver an Amazing Client Experience

KAVA CRM is a cloud-based CRM system designed specifically for insurance brokers to manage all aspects of client-facing activities - from managing new business leads to renewing policies and managing claims.

KAVA CRM gives you all the information, processes, tools and technologies to understand your clients, and to use that knowledge in creating an amazing client experience.

KAVA CRM tracks every interaction you have with your prospects and clients. This information can be shared with all relevant staff in your organisation, and used to run optimised processes for New Business, Renewals, Endorsements, Quotes and Claims. This information can then be fed into detailed reports on how your business is operating.

INSIGHT / WinBeat Integration 

Keep KAVA CRM in sync with INSIGHT and WinBeat. Periodic data syncs from your policy system ensure you have the most up-to-date policy data and eliminate the need to manually rekey policy data into CRM.  Within KAVA CRM, you can use policy data in email templates, custom reports and graphical dashboards. KAVA CRM’s powerful reporting and BI capabilities will enable you to gain valuable business insight into your client and policy data.

Build Lasting Customer Relationships with the CRM Designed for Insurance

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​Why use KAVA CRM?

Insurance Best Practice
​KAVA CRM is CRM for insurance. It has been designed with input from leading insurance professionals and is pre-configured with insurance best practice functionality. KAVA CRM provides a flexible, cloud-based platform on which you can introduce significant efficiencies, drive more revenue and gain deep business insights.

​Efficiency

Time is money. Gain efficiencies by eliminating redundant data entry, automating manual processes and standardising your business processes based on defined best practices.
Make the shift to KAVA's cloud-based solution to make your team as efficient as possible saving you time and money.

Business Insight

Information is power. Gain management insight through real time dashboards and reports that enable you to manage your sales pipeline, track individual  performance, and more. 
KAVA CRM will help your team to be focused on the right opportun​ities and progress these faster and more efficiently.​

Flexibility

You're in control. Easily tailor KAVA CRM to your specific business requirements. Add custom fields, workflows, reports and much more. Additionally, you maintain full control and ownership of your data. KAVA's cloud-based solution provides 24x7 access to client data anywhere, anytime and from any device.

No Risk
No lock in contract. Cancel at anytime.

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