X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 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

Read More


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

Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.  

Evaluate Now

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   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   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   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   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?

customer relationship management in insurance   Read More

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.

customer relationship management in insurance   Read More

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   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   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.

customer relationship management in insurance   Read More

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