KB360 offers employees of insurance agencies a modern - if desired, customizable - CRM platform by managing customer data in an organized way, monitoring compliance and offering efficient work processes.

KB360 develops the Customer View platform, which interfaces flawlessly with ANVA's insurance software. They ensure that your colleagues can solve advanced work with just a few clicks. In addition to links with CIS Foundation, SignHost, CED Connect and Company Info, among others, we also offer a CustomerOnline environment as a web portal for end customers.

Fast switching

Customer View provides access to all of a customer's data with just a few mouse clicks. This could be name and address, policy data or, for example, the complete file. You can also link to, for example, a process task in DDi. E-mails can be provided with file documents, sent e-mails are automatically placed in the file.

Ready for the future

With Customer View, your office can move quickly in the dynamic world of insurance. We are future-oriented and also offers multiple online options. KB360 works with small flexible teams and is action-oriented. The biggest advantages are:

  1. Risks in view; A risk management system that provides both analysis and reporting.
  2. Quote acceptance; Online, including digital signing at SignHost.
  3. Compliance module; File annotations with compliance metadata, UBO renditions, Fish checks.
  4. Customization; Standardized software adapted to your business.

"KB360 delivers an excellent experience with customized IT solutions, making it a pleasure to work with. KB360 employees proactively advise and think along in flexible solutions. In short, a reliable partner to work with!" - M. Winkel, Kuiper Insurance

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