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Insurance company and real estate financial services provider seeks insurance broker software

IT project from: insurance companies and real estate financial services providers (Germany)Project no. 16/616: finished
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We are an insurance company and real estate financial services provider (including analysis and evaluation) and are looking for insurance broker software.

The software should meet the following requirements:

  • Analysis and evaluation features
  • Commission statements (for 6 brokers)
  • Appointment calendar
  • Email synchronization (at least with Exchange Domain)
  • If possible, Lotus Notes (email management programs)
  • Easy to use

At least two software workstations are planned.

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

audius:Finance for financial service providers

Project statistics

Quantity
Researched solutions 20
Selected potentially relevant solutions (of which published) 10 (1)
Sent e-mails (questions, queries) and telephone calls 40
E-mails received from vendors 15
Direct responses to the IT project 1
Responses classified as relevant 98

Contact the searcher:

The IT project has already been closed.

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