Software > IT projects > Insurance broker seeks administrative solution

Insurance broker seeks administrative solution

IT project from: insurance broker (Switzerland)Project no. 18/1403: finished
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Ihr Ansprechpartner für diese Recherche
Ms. Dipl.-Betriebsw. (FH) Margit Müller-Marscholik
margit.mueller-marscholik@softguide.de

We are insurance brokers and are looking for software that allows us to manage the following areas:

  • Customers
    • Private customers (individuals and families)
    • Business customers (branches and sub-branches)
  • Brokers and sub-brokers
  • Products from
    • Insurance companies
      • Property insurance with multiple products
      • Personal insurance with multiple products
    • Banks with multiple products
  • Services provided in connection with declarations or claims
  • Commissions and brokerage fees
  • Appointments

Web-based software is desirable.

Two to three software workstations are planned.

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Solutions with high relevance according to corresponding feedback 4
Communication between SoftGuide and providers (emails, telephone) 42