Software > IT projects > Insurance company and real estate financial services provider seeks insurance broker software

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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Ihr Ansprechpartner für diese Recherche
Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

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.

Project statistics Quantity
Selected solutions from our thematically relevant pool (1,062) 20
Solutions with high relevance according to corresponding feedback 10
Communication between SoftGuide and providers (emails, telephone) 55