# BasicSystems GmbH

> Integrated business management software for insurance brokers and financial advisors in the Austrian market

## At a glance

| Field | Value |
| --- | --- |
| Category | Distribution & Sales |
| Type | Solutions Provider |
| Region | EMEA |
| Headquarters | Seckau, Styria, Austria |
| Stage | Established |
| Employees | 51-200 |
| Funding | Bootstrapped |

## Overview

BasicSystems GmbH is a broker management software provider serving insurance brokers, financial advisors, and real estate professionals in Austria. The company builds and maintains WorkBase, a combined CRM and ERP platform that handles insurance contract administration, client management, commission accounting, and investment portfolio tracking in a single system for multi-line brokerage firms.

WorkBase connects directly with major Austrian and European insurers -- Wüstenrot, Zürich Insurance, ARAG, Öberösterreichische Versicherung, and Merkur -- through OMDS-standard automated data exchange. The platform runs on a cloud SQL database and is complemented by OnlineMakler, a cross-platform mobile web application providing remote access to client and contract data without requiring a native app installation.

The company has operated in the Austrian market for over 13 years on a bootstrapped basis, with more than 500 broker offices actively using the WorkBase platform.

## Products & services

### WorkBase

WorkBase is a CRM and ERP platform for insurance brokers and financial advisors that consolidates brokerage administration into a single application.

**Key features:**

- Insurance contract administration with automated insurer data exchange \(OMDS standard\)
- Client relationship management with unlimited contact storage
- Commission and fee accounting linked to insurer data feeds
- Loan, investment, and real estate portfolio management for multi\-line advisors
- Claims documentation tracking and workflow support
- Business reporting and analytics

*Target users:* Independent insurance brokers and financial advisors managing multi\-product client portfolios in Austria

### OnlineMakler

OnlineMakler is a mobile web application that extends WorkBase access to smartphones and tablets.

**Key features:**

- Cross\-device browser access without native app installation \(Apple, Microsoft, Samsung devices\)
- Remote client data and contract information access
- Employee portal and client self\-service portal functionality

*Target users:* Field brokers and advisors requiring mobile access to client records

## Category & focus

- Subcategories: Agency Management Software, Broker CRM, Commission Management
- Insurance verticals: P&C Personal, P&C Commercial, Life & Annuity
- Target customers: Brokers, Agents/Agencies

## Notable customers

- DR\. SCHÖRG Finanzdienstleister & Versicherungsberatung

## Links

- Website: <https://www.basic-systems.at/>
- Directory profile: <https://insurtechlist.com/companies/basic-systems/>
- Demo/contact: <https://www.basic-systems.at/demo.php>

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*Last updated: 2026\-07\-19*