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Insurance brokerage firm seeks commission/brokerage billing software

IT project from: insurance brokerage firm (Germany)Project no. 21/2680: 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 commission and brokerage settlement software for our insurance brokerage company.

We have the following requirements for the software:

  • Importing Excel data as a database
  • Discounts
  • Credit notes
  • Creating settlements as letterheads from data
  • Windows 10 compatible

Five software workstations are required.

Project statistics

Quantity
Researched solutions 20
Selected potentially relevant solutions (of which published) 11 (0)
Sent e-mails (questions, queries) and telephone calls 48
E-mails received from vendors 16
Direct responses to the IT project 1
Responses classified as relevant 8