Brokers found their old CRM “cumbersome and painful to maintain and use,” so they largely didn’t. Opportunities weren’t tracked and sales activities fell through the cracks. Brokers love Kizen’s easy-to-use modern interface and drag-and-drop ease. Kizen gives valuable time back to sales by automating workflows and handling the busy work.
Before Kizen, valuable prospecting activities were often missed and customer conversion hovered around 5%. Kizen acts as a personal sales assistant for each broker, pre-scheduling activities based on customer interactions, sending out daily sales activity reminder emails, and following up so nothing gets dropped.
Kizen gives the company the insights they need to better understand their customers' experiences with carriers so they can convert more first time customers into repeat business. Thanks to Kizen's next-level intel, the company is well on its way towards achieving its 53% revenue growth goal this year.
Double-digit increase in broker CRM adoption
Conversions have increased with Kizen
Real-time insights reduce first-time customer churn
We’ve got the best, most cost-effective sales acceleration platform on the planet. Flexible pricing options for every-sized business.