Software > IT projects > Insurance broker seeks broker software

Insurance broker seeks broker software

IT project from: insurance broker (Germany)Project no. 19/1670: finished
Are you also looking for software?
SoftGuide provides expert help.
Matching software categories:
Ihr Ansprechpartner für diese Recherche
Ms. Dipl.-Betriebsw. (FH) Margit Müller-Marscholik
margit.mueller-marscholik@softguide.de

I am an insurance broker and am looking for an administration program that meets the following requirements:

  • Customer and contract management
  • Link to documents already scanned on the MAC
  • Various evaluations
  • Easy to use
  • Automatic data backup
  • Possibly a cloud solution, possibly with an app for iPhone
  • GDPR-compliant

I would like to use the software on both my office PC and my laptop; an app for iPhone would be helpful.

Project statistics Quantity
Selected solutions from our thematically relevant pool (529) 19
Solutions with high relevance according to corresponding feedback 5
Communication between SoftGuide and providers (emails, telephone) 49