Software > IT projects > Insurance brokers seek broker management program

Insurance brokers seek broker management program

IT project from: insurance brokers (Germany)Project no. 19/1935: finished
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Ihr Ansprechpartner für diese Recherche
Ms. Dipl.-Betriebsw. (FH) Margit Müller-Marscholik
margit.mueller-marscholik@softguide.de

We are two insurance brokers and are looking for a broker management program with interfaces to comparison programs.

The software should meet the following requirements:

  • Customer management
  • Contract management
  • Document management
  • Data import
  • Also broker pools
  • Data synchronization
  • Interfaces
    • Outlook, Word, Excel - Reminder mechanisms
    • Nafi interface
    • FB interface
    • Mr. Money
    • Broker portal
  • Commission control
  • End customer app (customer portal)
  • Process automation
  • Consulting documentation
  • Data history
  • Mask editor
  • Campaign support (Facebook, mailing)
  • Planned use on a shared cloud server; simultaneous access for both licenses must be guaranteed

Two software workstations are required.

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