BasicSystems GmbH

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

Distribution & Sales Established 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