Insurance distributor (broker) seeks internal billing system

We are insurance brokers and are looking for an internal billing system.

The software should support us in the following activities:

• Create billing in the commission level intended for the broker
• Create billing for the team leader (own sales + share of team sales)
• Assign customers to brokers
• Assign contracts to customers
• Automatically assign cancellations to brokers and their team leaders
• Create a structure tree and correct it if necessary

The software should be Mac OS-compatible and offer an interface to the existing CRM.

A maximum of two software workstations are planned.