Software > IT projects > Insurance broker seeks portfolio management software

Insurance broker seeks portfolio management software

IT project from: Financial coaching (Germany)Project no. 16/495: finished
Are you also looking for software?
Matching software categories:

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
Researched solutions 17
Selected potentially relevant solutions (of which published) 7 (0)
Sent e-mails (questions, queries) and telephone calls 26
E-mails received from vendors 7
Direct responses to the IT project 0
Responses classified as relevant 36

Contact the searcher:

The IT project has already been closed.

We are happy to answer questions about IT projects by phone +49 5363 / 8094-0 or e-mail info@softguide.de