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CRM for Financial and Insurance Markets
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&n...
 

 disability income insurance tip 2008


Case Study: Euclid Insurance
Euclid Insurance needed to allow clients and carriers to securely transfer sensitive data without straining the company’s IT resources or forcing use of

disability income insurance tip 2008  

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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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CRM for Financial and Insurance Markets
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&n...

Documents related to » disability income insurance tip 2008

How Effective Project Management Leadership Enabled the Logistics Industry to Reap Large Rewards


Just one generation ago, the courier industry was essentially nonexistent. Today, in 2008, it is one of the largest means of transporting daily shipments for all industry sectors. According to the US Department of Commerce statistics, air freight accounted for nearly 40 percent of all international trade merchandise in 2007, equaling about $4.8 trillion (US), with express delivery accounting for

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Distribution 2008 Executive Summary


This second annual survey of the warehousing and distribution industry, conducted by the Manufacturing Performance Institute (MPI) Census of Manufacturers, explores the metrics, management practices, and business concerns of over 200 US warehouse and distribution facilities. This data is presented in easy-to-understand tables and charts, and may be useful for companies currently facing distribution center challenges.

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2008 ERP in the Mid-market


Increased global competition and rising costs place continued pressure on all midsize companies to optimize resources, meet tighter delivery schedules, and improve overall responsiveness. When looking at the pressures driving the top performers of midsize companies, however, the story is different. Find out why—and how these drivers affect the enterprise resource planning (ERP) strategies of these best-in-class companies.

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Baan Defectors - Is This Only Tip of an Iceberg?


While Baan may have avoided euthanasia in the nick of time, evidence is mounting that a number of anxious and/or disgruntled customers have not found this assuring.

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OneWire


Founded in 2008 and headquartered in New York, NY, United States (US), OneWire provides a talent acquisition solution that enables hiring managers to fill open positions using one solution. Some of its customers include financial service firms, colleges and universities, and Fortune 1000 companies. The company's product OneWire changes the way candidates manage their careers and employers recruit and manage their talent. It enables colleges and universities to administer and control on-campus recruiting and to maintain an up-to-date and searchable alumni database. Candidates are in control of their profiles and privacy, and they can use OneWire's preference filters to make their connections more precise. Employers administer every step of the recruiting process, from sourcing and sorting to offers and on-boarding.  

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FlexiFinancials Suite


Flexi develops the FlexiFinancials suite of enterprise financial accounting software, which is geared primarily to the banking, insurance, and financial services industries. Flexi also provides implementation and support services for FlexiFinancials. Flexi’s accounting capabilities help companies streamline their business processes and the product’s technology allows for seamless integration with their current applications through powerful and flexible APIs using Web services or COM+. Flexi's applications provide the flexibility to operate on various database platforms including Oracle and MS SQL Server. The fully integrated enterprise resource planning (ERP) accounting suite includes modules for general ledger, accounts payable, accounts receivable, fixed assets, purchasing, and projects. Flexi products also have built-in capabilities to help address internal security regulations and external compliance issues such as Sarbanes-Oxley (SOX) and the Health Insurance Portability and Accountability Act (HIPAA).      

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11 Steps for Scaling a Startup


Establishing a startup’s business infrastructure early—that is, establishing support in the areas of legal, accounting, tax, insurance, and human resources (HR)—provides a number of critical benefits for any entrepreneur to consider. This paper discusses suggestions for management teams that will facilitate establishment of an appropriate infrastructure.

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Adrenalin Case Study: Bharti AXA Life Insurance




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HIPAA-Watch for Security Speeds Up Compliance Part One: Vendor and Product Information


HIPAA-Watch for Security is a tool designed to guide organizations through the risk analysis required by the Health Insurance Portability and Accountability Act (HIPAA) compliance process (US). Relevant Technologies, a leading security research and advisory firm, evaluated HIPAA-Watch for Security to verify how well it performed in guiding organizations through the HIPAA security risk analysis process.

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What Do Modern Knowledge Workers Need?


In many service industries, such as financial, insurance, utilities, healthcare, government, and others, case management is the lifeblood of the business. These highly unstructured (dynamic or adaptive, if you will) processes where the next process step’s best action depends on the outcome of the previous step require apt human process stewards, a.k.a. “knowledge workers.” These knowledge workers,

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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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Digital Dashboard Tip Sheet


This tip sheet lists some of the general principles you should follow when creating an information dashboard for your company. These include sticking to actionable information, providing context for that information, and arranging everything to fit in a one-page display.

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Successful 5010 and ICD-10 transition: An implementation roadmap


The 1996 US Health Insurance Portability and Accountability Act (HIPAA) was enacted to improve the portability of health care coverage. The new 5010 standard, requiring compliance by 2012, is expected to reduce individual companion guide requirements and promote consistent implementation across trading partners. Download this report to learn about a methodology designed to address transition challenges and help leverage the transition for competitive advantage.

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Financial Mobility-Balancing Security and Success


No financial services company can afford to relax when it comes to IT security. Banks, investment firms, and insurance providers must follow government regulations, to ensure a secure environment for processing, storing, and transmitting credit card information. At the same time, most companies need mobile technology to compete. Know how to provide financial services mobility while ensuring that no breaches occur? Read more.

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