To automatically update KAVA CRM with data from your policy system, we have designed the KAVA Data Loader which uploads Excel spreadsheets (.xlsx or .csv) directly into CRM.  We are able to process multiple spreadsheets (e.g. Clients, Policies, Renewals, Claims, etc) and you are able to initiate the upload on demand.

Simply email your spreadsheet to a pre-designated email address (provided by KAVA) and the data will automatically be uploaded in to the correct modules and fields within KAVA CRM.  Each field in the spreadsheet can be mapped to a corresponding field in KAVA CRM.
 
The KAVA Data Loader will help ensure you have the most up-to-date policy data in CRM thus eliminating the need to manually rekey policy data.  Once your client and policy data is in KAVA CRM, you can use it 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.
 
Note: the KAVA Data Loader is not necessary for customers who use INSIGHT or WinBeat as we have out-of-the-box integration for these popular policy systems.

Business Advantage: Your KAVA CRM solution is in sync with your external applications.