CRM Software for Insurance in Germany
We build custom insurance CRM for brokers, agencies and insurers who need the policy lifecycle in the same place as the relationship. Quotes and proposals, policy issuance and renewals, claims support and commission tracking — with the compliance record a regulated sale requires.
( Was Sie erhalten )
Entwickelt für Insurance
Quotes & proposals
Multi-insurer quote comparison and proposal generation tracked to conversion.
Policy lifecycle
Issuance, endorsements, mid-term adjustments and documents held against the client.
Renewals & retention
Renewal pipelines with automated outreach — the single biggest lever on book value.
Claims support
Claim intake, status tracking and client communication through settlement.
Commission & reconciliation
Commission calculation across insurers and reconciliation against statements received.
( FAQ )
Fragen, beantwortet
Can it handle commission reconciliation across insurers? add
Yes — and it is usually the biggest administrative drain for brokers. We model commission rates, overrides and clawbacks, then reconcile against insurer statements to surface shortfalls.
Does it support compliance and suitability records? add
Yes. Advice records, disclosure documents and consent are captured against the sale with an audit trail your compliance function can rely on.
Will it integrate with insurer portals? add
Where insurers expose APIs we integrate directly; where they do not, we streamline the manual steps and keep the record in one place rather than pretending an integration exists.
( Nächster Schritt )
Benötigen Sie CRM Software for Insurance?
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