Kern Insurance Solutions (KIS) is an insurance brokerage that had no real system for tracking its work. Each employee followed up in their own way, using Outlook emails and flagged reminders. KIS had tried another CRM for a number of years, but it was slow and hard to use, so the team never took it up.
With BaseCloud CRM, every client’s communication sits in one place under that client’s account, which Calvin calls priceless for compliance. He and the CEO use the reports page to see who is falling behind and move work around. When someone is away, the rest of the team picks up their work where they left off, from any device, even a phone. Calvin says the time saved is worth two to three people’s salaries at the very least.
“They've told me multiple times that if I tell them we're moving to a different system, they'll quit, because they will not work without BaseCloud again.”
Transcript
We weren't really managing it. There was no system in place, no tracking system. We were relying on employees to track and follow up on their own accord, using Outlook emails, maybe flagging reminders on them, however they saw fit to manage their work, which was starting to become a problem.
We tried another company for a number of years, but the system was slow and difficult to use. So the employees just never took it up.
Suddenly, even when I'm not at the office, I could check on my work much easier. I could follow up on things I wouldn't have remembered, because I'm sitting on the beach, or wherever I may have been.
Everything's going to be in one place. And as we got users on board, it was just seamless. And they love it.
In the space of two years, it doesn't even look like the same system anymore. And it's offering a hundredfold benefit to our company.
One comment from my employees here at the office: they've told me multiple times that if I tell them we're moving to a different system, they'll quit, because they will not work without BaseCloud again. They can't remember how they worked without it before.
Our CEO and I can monitor the reports page. We can see how everyone's doing, who's falling a bit behind, and where we can reallocate work to help everyone stay up to date. And the teamwork across the team has been unbelievably good. When someone's not there, the rest of the team can pick up their work right from where they left off. That's been a godsend.
The best change is that we can essentially work from anywhere, from any device. Even a cell phone.
From a compliance point of view, having all that communication in one place, in one system, under one client's account, is priceless.
That time saved, although it might seem small, has saved us two to three people's salaries at the very least.
The team is incredible. I don't think we work with anyone else who gives such quick feedback when there's a delay or slowness on the system. It's generally sorted out within minutes.
We feel like we're more friends with all of you than business partners.
Without it, KIS wouldn't look like KIS.
Yes, 100%. In fact, I've recommended it to a competitor brokerage even.
I can't express enough how much it's changed how we work, how fast we work, how efficiently we work, how professional we look to clients.
See how BaseCloud CRM works for insurance agencies, financial advisors and franchise brands.
