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Insurance broker seeks portfolio management software

IT project from: Financial coaching (Germany)Project no. 16/495: finished
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Ihr Ansprechpartner für diese Recherche
Ms. Dipl.-Betriebsw. (FH) Margit Müller-Marscholik
margit.mueller-marscholik@softguide.de

We are active in the insurance and finance sector and are looking for portfolio management software for insurance brokers.

The software should cover the following areas:

  • GDV (German Insurance Association) data retrieval
  • Consultation documentation
  • Selection for customer letters
  • Data entry
  • Customer analysis

1-2 software workstations are planned.

Project statistics Quantity
Selected solutions from our thematically relevant pool (239) 17
Solutions with high relevance according to corresponding feedback 7
Communication between SoftGuide and providers (emails, telephone) 33