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Insurance broker seeks agency management

IT project from: Insurance broker (Germany)Project no. 16/435: finished
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We are a medium-sized insurance broker and are looking for suitable software for agency management.

Essentially, the software should

  • support customer and portfolio management
  • and have interfaces to Nafi (the German insurance association) and GDV (the German insurance association).

Further requirements are also:

  • Processing of Internet enquiries
  • Preparation of quotations
  • multi-client capability (we have two branch offices)

Approx. 9 clients are planned as software workstations.

Project statistics

Quantity
Researched solutions 21
Selected potentially relevant solutions (of which published) 10 (0)
Sent e-mails (questions, queries) and telephone calls 42
E-mails received from vendors 12
Direct responses to the IT project 2
Responses classified as relevant 64

Contact the searcher:

The IT project has already been closed.

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