Maklerpult Reviews & Product Details

Maklerpult is a task and follow-up planner for insurance broker offices in Germany. Every task has exactly one responsible person. Each team member sees on a "Today" page what is due and overdue, and the whole office sees who is working on what. Tasks live on shared boards with checklists, due dates and notes, and an external guest can be invited to a single board. Maklerpult runs alongside the broker's management system and does not replace it. It can be connected to Professional Works: link customers to tasks and write notes back to the customer file. Hosted in Germany, with passwordless sign-in by passkey or email code. Maklerpult is an independent product and not a product of DEMV.