Connection of broker software to an online portal

Broker advisors use the customer management portal to find and manage customers. Specific insurance quotations are created in the broker portal. In order to avoid multiple entries and to standardize the data stocks, the two systems are to be integrated; in other words, the customer data is to be transferred directly from the customer management portal to the broker portal. Once the quotation has been prepared, the quotation data and documents are sent back to the customer management portal. Broker advisors can access quotation data in the customer management portal and make it available to brokers. If there are any requests for changes, it is also possible for broker advisors to access existing quotations in the broker portal from the customer management portal.