Advisor stories, in their own words.

KAE is super user friendly and has so many components that just make sense! Comparing this to the last CRM I used, it’s really a game changer.

KAE Travel Suite has really helped me stay organized as my travel business has grown. I love having so much in one place instead of trying to keep up with different forms, spreadsheets, emails, and messages.

The lead forms have been a big help because I can easily collect the information I need from potential clients and keep track of those leads. I also love being able to create professional quotes and proposals without having to send clients a bunch of screenshots.

Once a trip is booked, I can keep up with my bookings and important details all in one place. KAE has made my entire process—from a new inquiry to a booked vacation—so much easier and saves me a lot of time!

What changed: KAE Travel Suite has made such a difference in how I manage my travel business. I’m able to keep track of leads, create professional quotes, and manage my bookings all in one place. As my business has grown, it has helped me stay organized, save time, and make sure nothing slips through the cracks!

KAE is truly the hub for everything we need as agents. I absolutely love that we can ask questions and connect with other agents, create quotes for our clients, and keep track of client to-dos, all in one place. And those are just a few of the many tools available to us!

I’ve never used a platform that feels so intentionally designed around making an agent’s job easier. Everything is organized, convenient, and easily accessible, which allows us to spend less time juggling different systems and more time focusing on our clients. KAE has genuinely made my day-to-day life as an agent so much easier!