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Independent insurance broker seeks management program

IT project from: independent insurance broker (Germany)Project no. 20/2071: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

I am an independent insurance broker from southern Germany and am looking for an administration program for my customers.

The solution should meet the following requirements:

  • Customer management
  • Policy scanning
  • Document management, possibly interface to ELOoffice
  • Search function
  • Should be inexpensive or a purchase solution rather than a subscription

One software workstation is planned. We work with a macOS system.

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