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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.

Project statistics

Quantity
Researched solutions 21
Selected potentially relevant solutions (of which published) 9 (0)
Sent e-mails (questions, queries) and telephone calls 56
E-mails received from vendors 18
Direct responses to the IT project 1
Responses classified as relevant 7