Brokerage

  • MIS
  • Policy management
  • Premiums
  • Contractual objects
  • Portfefeuille
  • Brokerage
  • Insurances
  • Mediator
  • Policy browser
  • Analysis / Dashboard

CRM - Customer Relationship Management

  • Contacts
  • Addresses
  • Contact information
  • Relationships
  • Notes
  • Organisation der Sitzung
  • Time recording / control

Documents - Document Management System

  • Documents management
  • Documents processing
  • Recognition with workflow
  • Links / Attributes
  • Revisioning / change history
  • Archive

ToDo - Tasks

  • Management
  • Planning
  • Monitoring
  • Clearing

Project

  • Pending list
  • Notification / Escalation
  • Illustration of operating processes
  • Configurable work distribution
Product description