I am a newly established insurance broker and am looking for suitable, industry-specific brokerage software for my business.
It should meet the following requirements:
- Customer data management, CRM
- Portfolio management
- Mortgages, installment loans – no real estate
- Commission settlements (multi-level)
- Document and email support
- Follow-ups, birthdays
- Windows or Mac compatible
- Web-based or as a local installation
This involves 2–3 software workstations.