Software > IT projects > Insurance broker seeks agency management

Insurance broker seeks agency management

IT project from: Insurance broker (Germany)Project no. 16/435: finished
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Mr. Dipl.-Kfm. Uwe Annuß
uwe.annuss@softguide.de

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.

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