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Medium-sized insurance broker from Switzerland is looking for industry software

IT project from: Medium-sized insurance broker (Switzerland)Project no. 15/260: finished
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Mr. Dipl.-Ing. Olaf Kram
olaf.kram@softguide.de

We are a medium-sized insurance broker in Switzerland with over 17,000 customers.

We are looking for software with the following functions:

  • Customer management (17,500 customers): Policy overviews, etc.
  • Sales administration
  • Commission accounting for own brokers
  • Commission settlement with insurance companies
  • Document management system
  • E-mail correspondence should be possible

Further requirements:

  • Use online as Saas version
  • Provider preferably with references

The software should be designed for at least 5 workstations.

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