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| W elcome to your Brokadata AG |
| Your solution partner for sales, consulting and insurance software and Web services! |
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You are looking for a powerful portfolio management system for your office and/or your sales partner You want to use media such as internet, intranet, extranet, VPN or mobile computing as needed You need services (eg advice, CD production, DVD production, CD/DVD delivery, ...) |
| We have the right solutions ! |
| You want: |
| - Really powerful Agents Software, which makes your business successful - |
| - A maintenance-friendly and flexible sales program for your products - |
| - Excellent Advice Systems to give the best advice to your customers - |
| - Use your software investment offline in the office and online on the web - |
| - Delivery of data / software personalized on CD/DVD - |
| We do it for you ! |
| Main functions of our Agents Software: | |
| Basic functions of portfolio management: | Additional general functions: |
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Personal Data Management Contract Data Management Sales and Support System Task / Process Management Document Management (also in PDF) Portfolio Analysis with Interface to MS-WORD and MS-EXCEL *) Selection Commission Calculation and Control Claims Management Interface to Compare Programs |
Calendar/Schdule Management Debt Collection/Accounting Claims Settlement Management Informations/Statistics incl. MS-EXCEL *) Interface Integrated Word Processing via MS-WORD *) Interface Optional: Integrated KMU Advice Protocol Management Integrated Logbook **) We support INDATEX Interface |
| Main functions of our Sales Software: | |
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Rates for all major sectors (also commercial sectors) Flexibly adapted to your products Mapping of all plausibilities Mapping of acceptance guidelines> |
Printing Services for offers Printing Services for VVG compliant requests Processing for electronic submission of requests Integrated Consulting Protocol Possible integration of custom calculators |
| Major Counseling Tools: | |
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Precaution / Providing Occupational pensions Mortgages / Financing / Leasing Premium deposit Plans for taking out |
Tax Calculation Legal Cost Calculation Return Calculator Repayment plan etc. |
| All advisory and tariffing modules are available as Web Services without additional testing! Please Contact us, we will do it for you! | |
| Phone: +49(0)211/97903-0 or E-Mail | |
| Take part in our success program
and request your test program simply by E-Mail
or Fax +49(0)211 979 03 20 or download your test program here. |
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- Our products and our services - Your Success ! |
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| *) MS-WORD und MS-EXCEL are registered trademarks of Microsoft Corporation, USA. Interfaces to other common standard programs on request | |
| **) Can be purchased as a single module at 10 EUR nominal fee. | |
