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Financial services provider seeks broker management program

IT project from: financial services provider (Germany)Project no. 23/3147: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

As a self-employed insurance broker based in northern Germany, I am looking for a suitable brokerage management system.

The software should meet the following requirements:

  • Customer management
  • Contract management
  • Commission
  • Search function
  • Appointment management, optional
  • Consulting documentation
  • Resubmission
  • Evaluations
  • Data history
  • On premises or cloud

One software workstation is planned. The work will be carried out using an MS Windows system.

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