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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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 homesite insurance claims handling


viad@t
The viad@t ILC inventory tracking and location control software is designed for use in automated material handling systems. It can run as a stand-alone

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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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Documents related to » homesite insurance claims handling

SAP Claims Big Gains In The Low-End Battleground


SAP, traditionally regarded as too cumbersome and costly for small or midsize enterprises, has recently been announcing stellar increases in sales and acceptance of its Internet-based mySAP.com by smaller companies. We believe that the incumbent smaller vendors as well as other Tier 1 vendors should prepare for a siege.

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Super Office


SuperOffice CRM solutions cover enterprise needs within customer tracking and follow-up, document handling and archiving, daily task planning, sales force automation (SFA), marketing automation, and management reporting related to CRM. All systems are available as client/server solutions for Windows and as Web clients. SuperOffice CRM runs on Microsoft SQL Server, DB2, Oracle, and Sybase. SuperOffice mobile solutions are synchronized with portable PCs, Palm personal digital assistants (PDAs), and PDAs running Pocket PC. They are also integrated with Microsoft Office applications. SuperOffice modules can also integrate to Lotus Notes, with standard links to enterprise resource planning (ERP) systems, including Attain, Axapta, Concorde, SAP R/3 and BUSINESS ONE, Visma Business, Scala, Agresso, Exact, AVISION, and others.  

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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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Leading Benefits & Claims Administration Provider Improves Workforce Performance


NASCO, a healthcare claims administrator provider for BlueCross and BlueShield companies, deployed SumTotal’s integrated talent management platform to streamline performance management processes and introduce efficiencies to better manage its workforce. It chose SumTotal for its easy-to-use technology and personalized approach to service and support. See how it achieved a 38% improvement in its performance management process.

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Bridging the IT Talent Gap


Recruiting IT talent to insurance companies has never been easy—but today, demographic pressures make the task of IT staffing even harder, as IT professionals retire and fewer new graduates become available to fill the positions. IT outsourcing may not offer the help you seek. To make sure your company can survive and prosper, learn how to find ways to hire qualified IT staff, and keep the IT staff you already have.

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Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

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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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Compuware Joins the Celestial Club with New Cloud Application Performance Management Platform


This month Cloudware unveiled its brand new cloud platform for application performance management. With core enhancements in big data handling, the cloud platform is specifically aimed at organizations that are already using cloud services with Microsoft’s Azure and EC2 platforms. The heat is on, with an increasing number of products and services directing the provision of cloud offerings.

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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 Response Management, Industry Vertical Module Availability, Product Technology

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Human Capital Management


Human Capital Management (HCM) encompasses all the applications necessary for handling personnel-related tasks for corporate managers and individual employees from the point of hire to the point of retire. This HCM model includes functionality for recruitment and staffing management, human resource management, career development, succession planning, learning management, performance and compensation management, and workforce management and planning.

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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.

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Whose ROI is it Anyway? Part Two: Sorting Through Claims


ROI (return on investment) has taken on new importance in examining business initiatives and programs that often involve deployment of enterprise software and information technology. In some cases, "Show me the ROI" has become a smokescreen for "Let's wait and see" or, "Go away. Don't bother me."

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PeopleSoft Delivers Oxymoron In 'Supply Chain in a Box'


Users would do well to take PeopleSoft’s claims with a vein of salt and maintain realistic expectations regarding the challenges they will face in integrating their supply chains.

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FlexiFinancials Suite, FlexiPortal and Remote Office Components


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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