KVV - 2026 Pricing, Features, Reviews & Alternatives

Management of customers, contracts and claims, tasks and deadlines, agencies and insurance companies
For all types of motor, property, life and health insurance as well as funds and other financial investments, even expandable
BiPRO interfaces via the VEMA-Postbox from VEMA eG, the PDF///Box from Mr-Money Software GmbH, the Zeitsprung document service and the b-tix BiPRO Client
Start window with an overview of contracts due to expire soon, adjustable in three different expiry periods
Extensive correspondence function for individual and serial documents (Word, RTF, Excel, e-mail, PDF forms and reports)
With automatic PDF creation via the CIB pdf brewer (must be installed)
With the option of signing PDF documents directly via a StepOver signature PAD
Convenient template management with many supplied Word document templates for short letters, notices of termination, premium waivers, withdrawals, powers of attorney, claims notifications
Documents can be scanned directly into KVV, e.g. for assigning original policies or for damage reports
An audio file (quasi as a voice memo) can be recorded via micro/headset/etc, for example to record dictations for employees
Customer visit mode with its own menu: Search, select and memorize customer, then only this customer, these contracts etc. are displayed
Office area for filing any other addresses (authorities, vehicle registration offices, ...) and documents (not customer or contract-related)
With powerful task and appointment management / appointment calendar and an event table for recording any events, including completed tasks and appointments
With functions such as caller list, reminder lists, birthday and appointment reminders, Outlook synchronization, duplicate search and clean-up, mass changes
Flexibly adjustable statistical evaluations of contracts over time, agencies, companies, contract types and much more
With GDV interface for importing customers and contracts (the data is supplied by the companies)
The relevant customer data record is automatically displayed for an incoming telephone call (only possible with ISDN or TAPI)
Import and export of VCard files and iCalendar files, for example to transfer contacts and appointments from and to smartphones (iPhone, iPad or Android phones) or desktop PCs
All lists with the option to change columns and define colors, with filter bar, mouse wheel support and much more
Freely definable input masks for customers, contracts, agencies and companies, each with up to 42 individual fields
Intelligent and flexible search and filter functions, also for exports and print lists
With phonetic search, i.e. for similar-sounding names such as Maier, Mayer, Meier, Meyer, Mair
Export option for address data, e.g. for serial letters in Word or other programs
Input of any other documents (e.g. images) for customers, contracts and claims, tasks and deadlines, agencies and companies
Optional fully automatic and/or semi-automatic data backup
Automatic recycle bin so that accidentally deleted customers, contracts, claims, tasks, appointments, events, agencies and companies can be restored
With freely selectable currencies for sum insured and premium
Intuitive user interface with many setting options for individual work
Optional SQL server version with the option of creating a KVV database on an SQL server or migrating an existing KVV database
Optional KVV web services add-on module - this allows KVV data (SQL version required) to be accessed via the Internet from any browser
Optional with additional module 'Notebook module for data synchronization' to synchronize data between a replicated database and a main database, for example between notebook and office computer
Optionally with network capability for an unlimited number of users
Optionally with user administration for assigning different access rights
Optional with module for commission accounting, also for structured sales