Quickly identify potential risks in your client’s industry, consider potential classes of insurance and use that data to help recommend the most comprehensive cover for your clients.
Powered by LMI Group, LMI Risk Coach Integration allows you to generate a RiskCoach Insurance Risk Report from within KAVA CRM. The report has been designed to assist you in identifying significant exposures to a business operating in an industry. It contains a Hazard Index graph which considers both the likelihood and severity of losses over 14 insurable classes of insurance for an industry and rates them accordingly. The graph is complemented with a number of explanations giving rise to the factors considered when providing the rating. |
Business Advantage: You can more easily provide comprehensive levels of service for your clients via more informed conversations, as well as providing you with opportunities for upsell and cross-sell.
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