Optimise Your Business to Deliver a Better Client Experience

The meaning of CRM has changed a lot over the years. CRM is a term that was initially defined and designed to improve customer service. Today though, it relates to an entire business strategy.

CRM software acts as a single repository to bring your sales, marketing, and customer support activities together, and streamline your process, policy, and people in one platform - all to deliver a better client experience.
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Check out this short video by Zoho for an explanation of what CRM really means and what it can do for your business. ​

Why Insurance Companies Choose KAVA CRM 

KAVA CRM is used by insurance brokers, and is increasingly proving to be an excellent technological asset for brokers to invest in.
The cloud CRM software market has been gaining prominence over the years and KAVA has combined those benefits of cloud with the knowledge of insurance - to optimise processes, facilitate integration with policy systems, and cover every aspect of your business cycle - allowing you to deliver a better client experience. 

Eight Essential Building Blocks of KAVA CRM

Watch Out For These Indicators

​Whether you’re a small business looking for a place to store information and have it accessible across multiple devices, or you’re a large business wanting to manage customer interactions and focus on improving customer satisfaction, eventually you're going to need Customer Relationship Management (CRM) software if your current process is unable to find solutions to these pressing problems.

Getting answers to basic questions	Connecting with customers	Optimise your business processes
​​Ask yourself if you can get quick answers to basic questions like these - What's my number of customers and how many did we win/lose in the previous quarter? What was my revenue last month? Who closed the most deals?	Customers can come from a variety of mediums—websites, social media, phone calls. Only a multi-channel communication system can bring them closer to your business and let you cover all customer touch-points that are relevant to your selling process, and share them with all the people in your organisation that interact with your customer.	All insurance companies have a basic set of processes, like new business, renewals, quotes, and claims. CRM allows you to start automating and streamlining those processes for more efficiency and a better client experience.