Overview
VersicherungsCRM is a customer relationship management platform for German insurance brokers (Versicherungsmakler), developed and operated by Reitermann Consulting. The platform consolidates client management, contract administration, risk assessment, and automated customer communication within a single interface.
The software is delivered as cloud SaaS with German-hosted infrastructure and DSGVO-compliant data handling. Built on React 18, TypeScript, Vite, and Supabase (PostgreSQL), the platform lets brokers manage client households as linked units, track contracts across multiple insurance types, run commercial risk assessments, and automate email outreach. Integrations with Microsoft Outlook and MeisterTask extend workflows into existing productivity tools.
Reitermann Consulting offers VersicherungsCRM on a no-contract basis with 48-hour setup and a free 30-minute demo. The company operates on a bootstrapped basis and focuses exclusively on the German-speaking broker market.
Products & Services
VersicherungsCRM Platform
Cloud-based CRM system for insurance brokers covering client management, contract tracking, communication automation, and reporting.
Key Features
- Family-linked client profiles for household-based relationship management
- Multi-type contract tracking with lifecycle management and digital document storage
- Automated email campaigns with Outlook integration for broker-to-client communication
- Commercial client risk assessment tools for systematic underwriting inputs
- PDF generation with customizable templates and standardized form workflows
- Priority-based task management with color-coded indicators and calendar integration
Target Users: German insurance brokers (Versicherungsmakler)
At a Glance
- Headquarters
- Karlsruhe, Germany
- Funding
- Bootstrapped
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Agency Management CRM
- Insurance Verticals
- P&C Personal P&C Commercial Life & Annuity
- Target Customers
- Brokers
Links
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Last updated: 2026-07-20