Software > IT projects > Insurance company (broker) seeks broker management program

Insurance company (broker) seeks broker management program

IT project from: insurance company (Germany)Project no. 17/1068: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

We are looking for a broker management program for our insurance company (broker).

We have the following requirements for the software:

  • Contract management
  • Contract view for customers via mobile devices (Android, iOS)
  • Customer management
  • Scheduling
  • Claims management
  • Document management
  • Selections
  • Offline consulting
  • Offline queries
  • Offline data entry and synchronization when going online
  • Access rights management
  • Various interfaces
  • Migration of data from the legacy system
  • Customizing (masks, fields, forms)

Seven software workstations are planned.

Project statistics Quantity
Selected solutions from our thematically relevant pool (266) 25
Solutions with high relevance according to corresponding feedback 6
Communication between SoftGuide and providers (emails, telephone) 50