Insurance broker seeks broker software

We are insurance brokers and are looking for broker software.

The software should meet the following requirements:

• Online/offline processing (is automatic updating guaranteed for offline processing if entries have been made offline?)
• Automatic data transfer
• Audit-proof (with change history)
• Claims processing
• Follow-up organization, task management
• Appointment management
• Form creation (customer letters, data export, etc.)
• Data protection/security aspects
• User role-based and modular (not mandatory)
• (Free) updates and maintenance or defect management (especially in the event of insolvency)
• Data retention in the event of the software provider's insolvency
• Customizability, if applicable
• Complete (divisions, products, documents, correspondence, etc.)
• Evaluability
• Debt collection and dunning procedures
• Windows-compatible

If any of these points cannot be integrated, please let us know.

It is also particularly important that ports/interfaces of external service providers (e.g., FondsFinanz, etc.) and their software are supported and integrated. Until now, administration has been based on the folder storage system in Microsoft Explorer.

We request an initial list including all initial and running costs.

Please also clarify what needs to be considered in the event of a possible change of software.

At least 4 software workstations (including 1 notebook) are required.