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Software Functionality Revealed in Detail
We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.
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Compare Software Solutions
Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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A.M. Best Company
Founded in 1899, global credit rating agency A.M. Best Company focuses on the insurance industry. Its news source, Best@s Insurance News @ Analysis, includes

accord insurance forms download  M. Best Company Founded in 1899, global credit rating agency A.M. Best Company focuses on the insurance industry. Its news source, Best’s Insurance News & Analysis, includes special reports, a monthly magazine, and a daily digest.

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Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

CRM for Financial and Insurance Markets Software Evaluation Report

This CRM Software Evaluation Report supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the Software Evaluation Report has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups. 

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Executive Brief: 3 Key Success Strategies for Insurance, Banks, and Financial Services


Financial services organizations are always looking for ways to improve business processes to implement tighter control—and improve the bottom line. But finding new ways to boost efficiency is challenging. One strategy for success is to improve the use and allocation of resources in order to eliminate errors from duplicate data entry. Discover more about this strategy and two others, as well as how they can benefit you.

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Lean and Green Manufacturing Buyer's Guide


It's easy to find outsimply download TEC's lean and green manufacturing buyer's guide.

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Case Study: World’s Largest Building Society


Based in London, this company is a major financial institution. As such, it must comply with the Basel II Capital Accord, a set of regulations governing data consolidation and risk management. To comply, it constructed a new data warehouse, but badly needed a single view of all data, as well as the ability to analyze risk data relating to millions of customers. Learn how a business intelligence (BI) solution helped.

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Onyx-Delivering Excellence in Insurance


Customer process management (CPM)—the convergence of customer relationship management (CRM) and business process management (BPM)—can deliver significant gains in efficiency and standardization for insurance companies. Whether it’s providing real-time quotations for insurance policies, identifying cross-selling and renewal opportunities, or managing claims, CPM extends across the enterprise to ensure that each customer interaction becomes an opportunity for service excellence.

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Case Study: Financial Services Industry


The company is a financial services group with operations in banking, investment management and insurance. To maintain the profitability of its credit card business, the company maintains vast amounts of customer information. However, its Excel­based tools lack functionality. Learn how a business intelligence (BI) solution can help the company increase its customer base and derive greater profits from existing customers.

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Bringing Order to the Overwhelming Task of Territory Management and Crediting


Territory management and crediting are an integral part of every sales compensation program. Download this paper to understand how you can get clarity, transparency, and consistency around territory management and sales crediting. Read this white paper to learn about:

  • The ongoing management challenges you face in complex selling environments;
  • Areas for operational improvement, and;
  • The benefits you can expect from a purpose-built solution to manage territories and sales crediting rules


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Announcing TEC's Customer Relationship Management Buyer's Guide: Innovations in CRM


I am pleased to announce the launch of TEC's final software buyer's guide of the year: Innovations in CRM. Download your copy now. This buyer's guide provides in-depth insight from Gabriel Gheorghiu, TEC's analyst specializing in CRM, about the state of the CRM market, and includes solution overviews, links to CRM resources, customer success stories, and a directory of hundreds of CRM software

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HUB International Selects Kronos Cloud WFM


HUB International, a large insurance brokerage, recently selected workforce management (WFM) software from Kronos Inc. The solution will be deployed in the Kronos Cloud, whereby the vendor will manage processes for 8,000 HUB International employees across 250 locations in the U.S and Canada, and perform all configuration, maintenance, upgrades, and support of the solution.

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Westwood Insurance Chooses MAS 500 for Integration Capabilities


For ten years, California (US)-based Westwood Insurance used an off-site bureau for all accounting, financial, and insurance data management. In 1996, the rapidly growing division of the century-old company decided to bring its systems in-house in order to improve productivity and cost effectiveness. After an evaluation of three accounting systems, the company turned to MAS 500.

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