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Discrete Manufacturing (ERP)
Discrete Manufacturing (ERP)
The simplified definition of enterprise resource planning (ERP) software is a set of applications that automate finance and human resources departments and help manufacturers handle jobs such as or...
 

 customer relationship management in insurance


Integrating Customer Relationship Management and Service Resolution Management
The business case for integrating call center service resolution management into customer relationship management is becoming increasingly obvious, as companies

customer relationship management in insurance  Customer Relationship Management and Service Resolution Management A customer relationship management (CRM) system that accommodates complex customer-facing processes requires four key factors to give the system a competitive advantage. The first key factor lies in the application's ability to develop a complete customer profile that supports multiple business units and products. Service organizations need a wide range of customer data, including demographics, financial status, and current and

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CRM for Financial and Insurance Markets RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Respons... Get this template

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Discrete Manufacturing (ERP)
Discrete Manufacturing (ERP)
The simplified definition of enterprise resource planning (ERP) software is a set of applications that automate finance and human resources departments and help manufacturers handle jobs such as or...

Documents related to » customer relationship management in insurance

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.

customer relationship management in insurance  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. Read More

Customer Relationship Management: Evolution, Not Revolution


Customer relationship management (CRM) can be a tool for positive change in businesses' operations. Or CRM can—unintentionally—cause a host of problems, from lost employee time to lost customer data. But with the right information, implementing CRM allows evolution without the upset of revolution.

customer relationship management in insurance  Revolution Choosing a new customer relationship management (CRM) solution can be onerous for anyone saddled with this task. But the process of choosing a solution doesn't have to be time-consuming and tedious. Nor should it cause major upheaval in an enterprise's operations, creating significant inconvenience for users. The last thing any manager wants is apathy—or even mutiny—from disgruntled employees “forced” to use an application that doesn't suit their needs or that is too complex to be adopt Read More

Market Leaders of Global Trade Management


The strategic imperative to streamline the entire lifecycle of global trade has prompted JPMorgan and TradeBeam to acquire complementary companies. Logistics service providers also recognize that many customers want trade services, and are stepping up to the challenge.

customer relationship management in insurance  by not only meeting customer and regulatory requirements, but also by continually working to improve performance. The certification process includes a rigorous review of business processes, documents, work practices, data, and records by an independent third-party auditor. Thus, such certification indicates that these sites have an exemplary quality management system in place. In addition to participating in such reviews, Vastera employees were interviewed and on-site observations were held at its Mexico Read More

Customer Relationship Management for IT Professionals


What makes a strong supplier/customer relationship? The bottom line is trust. However, trust needs to be earned through a series of conversations and commitments that have been met.

customer relationship management in insurance  Management for IT Professionals Customer Relationship Management for IT Professionals J. Dowling - January 17, 2001 Introduction A satisfying relationship between IT and line of business is maintained through ongoing dialogue that is meaningful to both parties. The discipline of Conversations for Alignment, a title for a simple technique for making and managing commitments, enables such a dialogue. My consulting group and I have done a good deal of research into what makes a strong supplier/customer rel Read More

New Market for Security Insurance


Some insurance companies are now offering policies which protect companies against system, network, and website security losses. What do these policies offer corporations that they don't get in their standard General Liability Insurance Policy coverage?

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Selecting Enterprise Asset Management (EAM) for Design, Operate, Maintain


Design-operate-maintain is an approach to asset management designed to maximize value over the entire asset lifecycle—from asset planning and design through years of maintenance and operation through to decommissioning and replacement. How can you select EAM software capable of supporting this enlightened approach? Download this white paper to find out.

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Project and Process Management


Project portfolio management (PPM) is a business practice that helps organizations align their portfolios of projects with their business strategies. PPM organizes a series of projects into a single portfolio consisting of reports that capture project objectives, costs, timelines, accomplishments, resources, risks, and other critical factors. Executives can then regularly review entire portfolios, allocate resources appropriately, and adjust projects to produce the highest departmental returns. As its name implies, project portfolio management groups projects so they can be managed as a portfolio, much as an investor would manage stocks, bonds, and mutual funds.

Business process management (BPM) complements PPM by enabling and managing the exchange of enterprise information through the semantics of a business process view that involves employees, customers, partners, applications, and databases.


customer relationship management in insurance  view that involves employees, customers, partners, applications, and databases. Read More

Fatal Flaws in ERP Software Create Opportunity for Niche Software in CPG Companies


ERP software may fail to meet critical business requirements. When companies find that their ERP doesn't meet all of their business requirements, they should investigate niche software vendors who are focused on fixing fatal flaws. This paper discusses one of the potential fatal flaw areas in the CPG industry.

customer relationship management in insurance  have existing clients. Traditional customer relationship management (CRM) vendors are expanding into trade promotion from their traditional account management or call center applications. Like the general ERP vendors, their solutions tend to be broad-based. The following chart illustrates the relationship between the depth of functionality and the breadth of offering of software vendors relating to food industry pricing and trade promotion management: Niche vendors utilize industry-specific functionality Read More

Blending Transactions and Analytics in a Single In-Memory Platform: Key to the Real-Time Enterprise


This white paper discusses the issues involved in the traditional practice of deploying transactional and analytic applications on separate platforms using separate databases. Rather than using separate transactional and analytical applications built on separate platforms, a single data management environment for both systems of record and systems of decision would yield numerous benefits. These include real-time data analysis and accelerated decision making, and the potential to transform and innovate the business.

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Site Web Content Management


Sitecore Web Content Management is a WCM solution that includes features for content management, forms, search engine optimization (SEO), mobile Web development, personalization, and more. The software also includes a development environment and accompanying tools, as well as features for site management, integration, deployment, and security.  

customer relationship management in insurance   Read More

Prepare for the Quantum Leap in Real-time Analytics: How In-memory Analytics Is Going to Change Everything about Your Enterprise


For business leaders facing the radical, disruptive change represented by in-memory analytics, the response may range from enthusiasm and advocacy to apprehension and fear. Regardless of your particular posture, the smart company needs to understand how in-memory works and what it represents, and craft a purposeful roadmap for their in-memory future. Download this primer on in-memory analytics to learn what it all means for you.

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Oil and Gas: Upstream Data and Information Management Survey


Oil and gas companies have numerous information systems, each churning through vast amounts of data to support business decisions. Successful management of these information systems is not simply a case of keeping the systems running and providing suitable backup mechanisms. It also includes the adoption of professional data management practices. Download this report to learn about effective practices for addressing data management challenges.

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2011 HR Technology Conference & Expo (Day 2): What Happens in Vegas Shouldn’t Have to Stay in Vegas


Day two of the 2011 HR Technology Conference @ Expo was an 8-hour marathon of talking with software vendors and attending various conference learning sessions. Here’s a brief look: Naomi Bloom (Managing Partner at Bloom and Wallace) and Jason Averbook (Co-Founder @ CEO of Knowledge Infusion) kicked off the day with The Great Technology Debate on the topic of HR technology—what we’re seeing and

customer relationship management in insurance   Read More

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Use TEC sContent Management Evaluation Center* to get a detailed comparison of content management solutions based on your priorities.

customer relationship management in insurance  For assistance, please contact customer service. Hours: 8:00 AM to 5:30 PM EST. Phone: 514-954-3665, ext. 367. Read More