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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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 independent insurance agents software


How One Vendor's Software Solutions Address the Insurance Industry's Unique Issues
Callidus Software's latest enterprise incentive management and sales performance management product suite for the insurance sector aims at helping insurance

independent insurance agents software  be increased loyalty of independent and captive producers (due to the improved service provided by the carrier). In addition, the carrier can analyze producer performance more effectively. Callidus TrueProducer Elements The Callidus TrueProducer software aims at decreasing the cost of servicing distribution channels and streamlining producer administration in order to improve agent retention and provide producers with the best service possible. The product is a result of Callidus's extensive experience

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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 » independent insurance agents software

What Makes Incentives and Compensation So Tricky?


Managing incentive compensation presents challenges to almost every large and midsized company, due to the complex nature of the calculations. But along with the ability to perform these calculations, an effective compensation management solution must also provide visibility and transparency.

independent insurance agents software  sales) and channels (partners, independent agents, retail stores, brokers, dealers, value-added resellers [VARs] and other third parties), as well as requirements for audit trails and corporate governance. Consequently, incentive compensation can be difficult to manage because organizational changes occur and are unpredictable; territories change; personnel get re-assigned; brokers enter or leave the network; market conditions change (requiring new incentive strategies); and organizations merge (thereby Read More

NextGen Health Care: How Technology Can Help Make Consumer-directed Health Care a Reality


Software technologies can provide a single point of entry for prospects and health plan providers to educate new or renewing prospects on the full value of each offering. Behind the scenes, these technologies can also record all prospect preferences to allow sales, marketing, advertising, and product development to benefit from more targeted offerings and personalized messaging, at greatly reduced costs.

independent insurance agents software  Account Executives, Account Advisors, Independent Agents, and outside brokers for all health plan provider sales channels and product lines including Medical, Dental, Vision, Life and more. Executive Summary Most health plan providers use a variety of systems and processes to support prospects, and representatives working with prospects, in their efforts to buy/sell insurance and related products. However, none of the present systems and processes meet the business need of the organization to provide Read More

Concur Scores A Bingo


Concur took a quantum leap in providing E-procurement services to small and mid-sized businesses by partnering with Nortel Networks and SAFECO. The resulting Concur Business Advantage will provide leveraged buying services to customers.

independent insurance agents software  Its more than 17,000 independent agents and investment advisors will be offered the opportunity to sell Concur products. In addition, SAFECO will be the exclusive supplier of insurance and business equipment lending offered through Concur Business Advantage, and will also supply investment products through the network. SAFECO currently has 500,000 small and mid-sized business customers. Nortel Networks and SAFECO will invest a total of $35 million in Concur, and will receive warrants to purchase Read More

How Can Insurance Carriers Retain and Reward True Producers?


The enterprise incentive management and sales performance management market is evolving rapidly. Callidus Software remains the vendor of choice for some of the largest companies in the world. The vendor is aiming to cement its leadership within the insurance sector.

independent insurance agents software  carriers that have extensive independent distribution channels or numerous captive (exclusive) or non-captive agents. Informally referred to as a channel manager solution (and in tune with partner relationship management [PRM] conceptssee What Does the Future Hold for PRM? ), TrueProducer is Callidus's first industry-specific application. The insurance industry is the vendor's single most important sector; Callidus has more marquee insurance customers than anyone else in the market. While the product is Read More

Selecting Software: A Systematic Approach to Buying Software


In our new “wired” world, software is no less important than other products and services in our everyday lives. But people are generally more used to buying other products and services than software. In many ways, however, selecting software is similar to selecting other products and services. Find out the key factors and criteria you should include—and what you should leave out—when you’re in the market for a new software solution.

independent insurance agents software   Read More

Entry Software Corporation


Since it was founded in 1998 in London, Ontario (Canada), Entry Software Corporation has provided work management solutions for information technology (IT) departments. TeamHeadquarters, Entry's flagship product, is a suite combining project management, portfolio management, help desk, and document management.

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American Software, Inc


Founded in 1970 and headquartered in Atlanta, Georgia (US), American Software develops, markets, and supports an offering of integrated business applications, including enterprise-wide supply chain management (SCM), Internet commerce, financial, and manufacturing packages. e-Intelliprise is a total enterprise resource planning (ERP)/SCM suite, which leverages Internet connectivity and includes multiple manufacturing methodologies. American Software owns 88 percent of Logility, Inc. (NASDAQ: LGTY), a leading supplier of collaborative supply chain solutions. Other wholly-owned subsidiaries include New Generation Computing, a supplier of ERP systems to the textile and apparel industry, Demand Management, Inc., and The Proven Method.

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Software Evaluation and Software Selection


Organizations are surrounded by ambiguity when making their implementation decisions. Accurate and relevant criteria that are properly weighed against an enterprise’s needs, what-if scenarios, and supporting graphics and reports are essential when making a software selection.

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Software Solutions


Trigent helps clients in industries such as commercial software, manufacturing, marketing and media. Its solution frameworks and development automation tools aid rapid time-to-deployment for software systems. The company's CMM-certified global development centers offer flexibility clients to address clients' varying requirements for software development, maintenance, and support services. Its software support includes knowledge support systems, parts management systems, and product configuration. Trigent has created and maintained applications for clients such as International Truck and Engine Corp. (Navistar), Classified Ventures, Information Resources, Inc. (IRI), and McCabe and Associates.  

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Can Lilly Software Get More VISUAL?


Lilly Software’s financial success and double-digit revenue growth during the recent years have been attributable to its strong offerings and efficient distribution model for its target niche. However, the future is not going to be quite so bright unless the company overcomes serious challenges.

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The Complete Buyer's Guide for Payroll Software


When selecting and deploying a new payroll software solution, there are many factors to take into consideration, including timing, data transfer and conversion, and side-by-side processing. In addition to specific software features and functionality, it’s important to choose a vendor known for experience in the payroll software industry. Read this guide by Sage to gain useful information before buying a software solution.

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Everest Software Inc.


Founded in 1994, Everest Software is a privately-held, multinational software company headquartered in Dulles, Virginia (US). Everest Software has nearly 300 employees. The company has developed Everest, a business management solution for small and mid-size businesses in the wholesale, distribution, retail, and e-commerce industries. Over 3,000 small business in 49 countries use Everest, which was the winner of the 2004 SIIA Codie Award for Best Business Software Product. In 2009, Everest was acquired by Versata Enterprises. Versata revitalizes best-of-breed companies for the sake of customer success, often extending and evolving products for the long term. The current reach of Versata’s companies is broad and the family grows each year through the acquisition of additional leading solution providers.

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Sonata Software


Sonata Software is a technology services company, with an on-site/offshore service delivery model. Sonata's philosophy is to invest organizational resources into new relationships through its pilot program and to grow the pilot relationship into a full-fledged virtual development center for the client.

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