Design and implementation of a cloud-based consulting software for insurance agents

In order to ensure comprehensive and legally sound consulting, the client offers its representatives a variety of tools to enable an optimal consulting experience for the end customer. In particular, the central consulting software dealt with in this project has numerous interfaces to neighboring applications from the areas of data maintenance, pricing and service. The software will be redesigned from the ground up based on user surveys and implemented cloud-based (AWS). Although the project will initially focus on the German business, the software will be available internationally to other representative organizations as well. In addition, the European Insurance Distribution Directive (IDD), which has been in force for several years, is decisive for the basic design of a consultation and thus also for this application.