Insurance
Modern CRM Solutions for a More Connected Experience
Insurance organizations today are facing pressure on every front—rising customer expectations, regulatory demands, and the need to modernize outdated systems.
We help carriers, brokers, Managing General Agents (MGAs), and insurtech organizations implement customer relationship management (CRM) solutions that are secure, scalable, and purpose-built to streamline operations, enhance member engagement, and drive better outcomes across every channel.
Challenges Facing the Insurance Industry
Whether you're a carrier, broker, MGA, reinsurer, or insurtech startup, you're likely facing challenges such as:
Legacy Systems and Disconnected Data
From underwriting to claims, disconnected systems and fragmented data slow operations and increase exposure to risk.
High Service Expectations
Policyholders expect quick, seamless, multi-channel service—often with self-service options and real-time updates that deliver consistent answers regardless of channel.
Complex, Compliance-Driven Processes
Compliance with regulations like the National Association of Insurance Commissioners (NAIC), Sarbanes-Oxley (SOX), and the General Data Protection Regulation (GDPR) adds complexity to sales, servicing, and claims operations.
Agent and Broker Enablement
Many agencies struggle to give their distribution channels the tools and data they need to close and retain business effectively.
Built for Insurance, Backed by Strategy
We design and implement CRM solutions that align with the realities of the insurance business, supporting everything from streamlined quoting to smarter claims servicing.
Unified Policyholder Profiles
A centralized view of every customer, policy, and interaction—empowering service and sales teams to respond faster, more effectively, and with greater personalization.
Faster, Smarter Onboarding and Quoting
Optimized lead intake and quoting workflows reduce cycle times and improve accuracy, whether working direct-to-consumer or through agents.
Claims and Servicing Optimization
CRM-powered service workflows that guide adjusters and support teams through claims efficiently—while keeping policyholders informed and engaged every step of the way.
Compliance-First Architecture
The incorporation of audit trails, field-level permissions, approval logic, and data retention policies enables organizations to stay compliant and agile.
Why Insurance Organizations Choose Kona Kai
1
Deep Industry Expertise
We understand the operational challenges and regulatory frameworks that shape insurance CRM strategy.
2
Tailored, Scalable Solutions
We help you select and configure the right platform—balancing flexibility, usability, and long-term growth.
3
Balance of Control and Simplicity
Our CRM designs empower your teams while keeping workflows manageable and easy to adapt.
We bring cross-sector experience to every engagement
List of Services
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Property & Casualty (P&C) and MGAs Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.
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Life and Health Insurance Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.List Item 1
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Auto & Home Insurance Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.List Item 2
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Insurance Brokers and Agencies Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.List Item 3
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Insurtech Startups Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.List Item 4
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Reinsurers and Specialty Lines Write a description for this list item and include information that will interest site visitors. For example, you may want to describe a team member's experience, what makes a product special, or a unique service that you offer.
Rethink What Insurance CRM Can Do
Whether you're digitizing member support or building a unified view across your book of business, Kona Kai helps you implement CRM solutions that keep you competitive and compliant.
