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Insurance broker seeks software for documenting risks

IT project from: insurance broker (Germany)Project no. 21/2454: finished
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Ms. Dipl.-Betriebsw. (FH) Margit Müller-Marscholik
margit.mueller-marscholik@softguide.de

As insurance brokers, we mainly work with medium-sized companies and are looking for software that supports us in documenting existing risks. The software should be used to display risk information relating to insurance contracts. Existing risks are usually identified and assessed before the insurance policy begins. Once these risks have been initially recorded, we would like to be able to review and adjust them at regular intervals and add new risks if necessary. The history should be traceable. A local installation, an on-premises solution, is clearly preferred.

Subsequent addition (February 12, 2021): A low-code application is preferred so that adjustments can be made dynamically and independently.

Ten software workstations are required.

Based on the specific requirements, the following solutions can be considered:

mathos::risk
CRISAM® GRC
BIC GRC - Integrated and scalable GRC solutions for all use cases

Project statistics

Quantity
Researched solutions 24
Selected potentially relevant solutions (of which published) 16 (4)
Sent e-mails (questions, queries) and telephone calls 50
E-mails received from vendors 16
Direct responses to the IT project 8
Responses classified as relevant 13