Software > IT projects > Insurance broker seeks software for managing meetings

Insurance broker seeks software for managing meetings

IT project from: insurance brokerage company (Germany)Project no. 20/2368: finished
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Ihr Ansprechpartner für diese Recherche
Ms. Dipl.-Betriebsw. (FH) Margit Müller-Marscholik
margit.mueller-marscholik@softguide.de

We are looking for software for managing meetings for our insurance brokerage company.

We have the following requirements for the software:

  • Creation of minutes
  • Distribution and monitoring of tasks
  • Collection of topics before a meeting by the various participants
  • No interface to the existing broker management program necessary
  • On-premises solution preferred, as content should only be intended for us

Three software workstations are required.

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

Software / Company Functions Customizing OS
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Selected solutions from our thematically relevant pool (3,012) 16
Solutions with high relevance according to corresponding feedback 9
Communication between SoftGuide and providers (emails, telephone) 64