Insurance software for customer and contract management

Insurance software for customer and contract management for insurance, financial services and multiple agencies
KVV 2.4.0 is a very comfortable and yet easy-to-use customer and contract management (inventory management) for insurance brokers and agencies, financial institutions, multi-agency and multi-level marketing. With KVV 2.4.0 to manage any number of clients and their insurance policies, all types of motor vehicle, property, life and health insurance can be created freely definable.
Comfortable – Even the basic version manages the customer and contract management KVV 2.4.0 customers and appointments, contracts and claims, agencies and insurance companies. KVV offers this extensive filtering, search and export capabilities, allows user-defined print lists, and statistical analysis, customer and contract mirrors and many other reports.
With heavy calendar management, a comfortable book to post correspondence using Word, many built-Word document templates for short letters, notices, claims ads.Moreover, with GDV interface for importing and customer contracts. The data are supplied on request by the companies in the GDV format.
Scalable – The standard version of KVV 2.4.0 allows entry of unlimited number of clients and contracts. The most cost-effective light versions for smaller agencies or professionals allow 100 customers and 300 contracts (Light 1) and 500 customers and 1,500 contracts (Light 2). Of course, later to be changed at any time and at no extra cost (only difference) from a light version of the standard version.
The customer and contract management is also available as a network version. This may a network (eg Windows 2000 or Novell NetWare) unlimited number of users to work simultaneously with KVV.
Flexible – can optionally be used with a module for 2.4.0 to KVV “commission statement.” Which then also allows agencies under contract with their own stocks and manage this sub-commissions and agencies of their own (main) calculates agency, managed and recorded.
As a further add-on module has a user management for multiple users. This is controlled by an intelligent system with user ID and password, which functions and access rights of the individual user. can be given the rights of an administrator.
New Data (notebook-module) “- so that you can not perform a reconciliation between a part of the network computer (laptop) and the server or office computer. So you can maintain abroad (at the customer’s home or on vacation) data and change, and to return to the office with the office computer (server) Syndicate.
KVV 2.4.0 has all the functions of a modern software application:

Highly productive, intuitive user interface
Support for MS Office and OpenOffice Writer
Integrated Scheduling with Calendar and Outlook synchronization
Integrated document management with direct scanning option in PDF, JPG, GIF
Extensive communication options (email, phone, fax, web, letter, …)
Telephony (CTI) via TAPI dialing and caller recognition via ISDN or TAPI
Various printing functions (letters, lists and reports)
Complex search and filter functions, stored
Birthday and event reminder, deduplication and cleansing, mass changes
Very flexible, configurable and customizable (custom lists, fields, …)
ZIP code database (after entering the zip code is automatically completed, the place name)
and much more …
The customer and contract management KVV 2.4.0 It therefore makes your daily work with clients and insurance data.