The KAVA CRM solution comes out of the box with all the key insurance processes built in.
We understand, however, your business is unique and you may want to adapt the system to fit your specific needs. To facilitate this, you can add up to 300 fields per module. Simply drag and drop the new fields to where you want them on the screen. You can also add new sections to the screen layout to logically group your data. In addition to new fields and sections, you can also add new modules such as buildings or vehicles. Each custom modules can have up to 300 fields to define the information you need for that particular module. |
Business Advantage: You can tailor your screens to reflect the information your team needs to do their daily job and adapt the system to your changing business needs.
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