You're good at managing your insurance business. You may also love technology and have time to set up the system and explore possibilities. However, for customers who don't have the time or the interest, and prefer to focus on running your insurance business, this service option might be for you.

KAVA can provide a CRM Administrator that looks after the system for you.

The KAVA Administrator Service can assist with the following:

• Setting up new users
• Adding additional fields to CRM modules
• Creating/updating workflows to automate your processes (excluding coding/development)
• Creating/updating mail merge templates for document generation
• Creating/updating forms for capturing information from your website using standard CRM web form technology
• Creating/updating email templates
• Importing your data (excluding complex data manipulation/cleansing)
• Creating/updating Reports and Dashboards
• Maintaining system access (i.e. Roles and Profiles)
  

Business Advantage:  You can focus on your business while getting the most out of your KAVA CRM solution.