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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...
 

 insurance and property and casualty


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

insurance and property and casualty  in most sectors of insurance (property and casualty, for example), it is most needed in the life insurance area. It might be useful at this point to analyze typical producer administration business processes throughout the three major SPM phases mentioned previously. Namely, during the planning phase, life insurance carriers have to sign up, or on-board, a producer to sell their products, and design multiple and interlocking contract payment hierarchies and schedules (which are subject to the ever

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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 » insurance and property and casualty

Sagent Improves Its Image With SAS Partnership


Sagent has recently announced a strategic agreement with the SAS Institute, a market leader in analytics and CRM software, to integrate and license select SAS software within its business intelligence solutions. Through a partnership with SAS, Sagent gains additional creditability in the market and SAS gains access to Sagent’s mid-market customer base.

insurance and property and casualty  select property and casualty insurance companies, among others. As a result of this agreement, Sagent will offer SAS' world-renowned data mining and CRM software as part of its business intelligence solution. SAS' credibility in the marketplace, as well as its broad and deep analytic and e-intelligence offerings, made it the clear choice as a partner and a provider of analytics and CRM solutions to integrate with Sagent's existing offerings, said Bob Flynn, senior vice president, marketing and Read More

Enterprise Incentive Management Leader Responds to Market Demands


The market for enterprise incentive management (EIM) products is in its early stages and is rapidly evolving. Callidus Software is the EIM vendor of choice for some of the largest companies in the world.

insurance and property and casualty  of the install base), insurance (21 percent of the install base), manufacturing/high-tech and life sciences (23 percent of the install base), retail/distribution (12 percent of the customer base) and telecommunications (the remaining 22 percent of customers). While its products can serve the pay-for-performance program needs of virtually all companies, Callidus has focused principally on the above six key market segments, which were also described in Sizing the EIM Opportunity . Part One of the series Read More

Sybase and MicroStrategy Team on Vertical Market Portal Applications


"EMERYVILLE, Calif., Nov. 1 /PRNewswire/ -- Sybase«, Inc. (Nasdaq: SYBS) today announced a comprehensive, multi-year licensing, technology and service agreement with MicroStrategy Incorporated (Nasdaq: MSTR). The alliance offers customers MicroStrategy's Intelligent E-Business software coupled with customer relationship management (CRM) and business performance management (BPM) applications. Under the terms of the partnership, Sybase will embed and re-market MicroStrategy Intelligent E-Business Platform for the Industry Warehouse Studios (IWS) offerings."

insurance and property and casualty  & Casualty and Life Insurance, Telecommunications, Healthcare, Retail Banking, Credit Card Companies, and Capital Markets will be available during the first quarter of 2000 on UNIX and NT platforms. Industry Warehouse Studio applications start at $100,000 (US). Market Impact According to Sybase The Company is leveraging core enterprise product strengths to capitalize on the emerging enterprise portal market to provide powerful new solutions that deliver on the promise of e-Business. Due to their Read More

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 carriers improve agent retention and at providing producers with the best service possible.

insurance and property and casualty  dispute resolution products.   Insurance Reports and Analytics —provides users with insurance-specific reports and dashboards for Callidus TrueInformation and Calldus TrueAnalytics . The module extends Callidus TrueComp's Datamart and offers pre-built reports for producers and internal staff, and dashboards with insurance key performance indicators (KPIs) and alerts. How It All Fits Together within Callidus SPM for Insurance Suite As already stated, Callidus's insurance market offering provides Read More

Leveraging Intellectual Property: Why Corporate Knowledge and IP Are Critical to Your Business


Intellectual property (IP) is a valuable commodity. And today, companies can use new technology, new practices, and organizational alignment to reap the value of corporate IP. The catchphrase of the 80s and 90s was “other people’s money.” But the catchphrase for the new millennium is “other people’s IP.” (Part One of a two-part series.)

insurance and property and casualty  Intellectual Property: Why Corporate Knowledge and IP Are Critical to Your Business Intellectual property (IP) is a valuable commodity. And today, companies can use new technology, new practices, and organizational alignment to reap the value of corporate IP. The catchphrase of the 80s and 90s was “other people’s money.” But the catchphrase for the new millennium is “other people’s IP.” (Part One of a two-part series.) Read More

A Real Estate Giant Implements SAP Enterprise Portal


For real estate companies, poor property management can be disastrous, increasing both costs and maintenance problems. The end result: dissatisfied customers—and poor competitive prospects. Communication is also integral to property management, so to keep its customers happy and to improve its maintenance practices, Inmobiliaria Colonial, a major Spanish real estate company, decided to implement an enterprise portal solution.

insurance and property and casualty  Real Estate Giant Implements SAP Enterprise Portal For real estate companies, poor property management can be disastrous, increasing both costs and maintenance problems. The end result: dissatisfied customers—and poor competitive prospects. Communication is also integral to property management, so to keep its customers happy and to improve its maintenance practices, Inmobiliaria Colonial, a major Spanish real estate company, decided to implement an enterprise portal solution. Read More

The Wizardry of Business Process Management - Part 3


Part 1 of this blog series provided a lengthy discussion about business process management’s (BPM's) necessary parts and parcels, and the software category’s value proposition. At the end of the article, I mentioned my recent attendance of a witty presentation that attempted to explain the essence of BPM via some humor and metaphor of the classic “Wizard of Oz” movie. Namely, on March 23, 2009,

insurance and property and casualty  Group , Nationwide Mutual Insurance Company , and The Prudential Insurance Company of America . Pega’s insurance industry knowledge and experience has resulted in solutions to help these customers close gaps and improve the following processes: automated underwriting; event-driven marketing; product cloning; claims management; legacy transformation, etc. A CRM Provider Too? While its customers are typically large companies in the financial services, healthcare and insurance markets, with SmartBPM Read More

SAP Industry Solutions for Mid-market Companies


For over a decade, SAP has offered industry-specific applications, starting with oil and gas and utilities solutions. Media, insurance, chemicals, banking, and public sector offerings have followed, highlighting SAP's lesser-known side as a market-oriented provider of industry-tailored solutions.

insurance and property and casualty  the ten most successful insurance companies in the world. SAP also claims leadership in ten of the eleven manufacturing industries it targets, and asserts that over 900 utility companies in seventy countries are using SAP software, in nearly thirty languages. To better understand the market, SAP maintains close contact with relevant industry players, and organizes and attends industry-specific user events and forums. There are a number of regional and international information days aimed at continuing an Read More

Benefits Management Benchmark: Technology Automation and Employee Self-service


To many executives, health insurance cost increases are as predictable as death and taxes. That’s why best-in-class organizations are embracing strategies which optimize benefit cost per employee. To succeed, these companies focus on wellness programs, clear communications about benefits choices, and benefits automation as part of an integrated system. And to compete effectively, other organizations will need to follow suit.

insurance and property and casualty  To many executives, health insurance cost increases are as predictable as death and taxes. That’s why best-in-class organizations are embracing strategies which optimize benefit cost per employee. To succeed, these companies focus on wellness programs, clear communications about benefits choices, and benefits automation as part of an integrated system. And to compete effectively, other organizations will need to follow suit. Read More

ITAR Compliance with SAP GTS


If you deal in goods, services, or intellectual property included in the US Munitions List, you must ensure that all related transactions conform to International Traffic in Arms Regulations (ITAR). To answer this challenge, you need a solution that automates core ITAR processes—a solution that stores all your licenses and related documents where you can keep tabs on them.

insurance and property and casualty  Compliance with SAP GTS If you deal in goods, services, or intellectual property included in the US Munitions List, you must ensure that all related transactions conform to International Traffic in Arms Regulations (ITAR). To answer this challenge, you need a solution that automates core ITAR processes—a solution that stores all your licenses and related documents where you can keep tabs on them. Read More

Case Study: Achmea


Achmea, the largest insurance group in the Dutch market, had many different systems and fragmented management information, with often inaccurate data. The company decided to make the move to business intelligence (BI) for a more standardized approach to information access and delivery. With Cognos, Achmea has achieved a number of benefits, including results-oriented decision-making based on real-time data. Learn more.

insurance and property and casualty  Achmea Achmea, the largest insurance group in the Dutch market, had many different systems and fragmented management information, with often inaccurate data. The company decided to make the move to business intelligence (BI) for a more standardized approach to information access and delivery. With Cognos, Achmea has achieved a number of benefits, including results-oriented decision-making based on real-time data. Learn more. Read More

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.

insurance and property and casualty  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. Read More

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.

insurance and property and casualty  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. Read More

Media Industry Solution for Intellectual Property Management


The media industry is undergoing radical change, driven in large part by new technologies such as the Internet, online publishing, and digital broadcasting. And at the heart of the industry is intellectual property. As the number of media and delivery channels explodes, you need to know how to manage rights inventory, license revenue streams, and royalty payments—efficiently and profitably.

insurance and property and casualty  Industry Solution for Intellectual Property Management The media industry is undergoing radical change, driven in large part by new technologies such as the Internet, online publishing, and digital broadcasting. And at the heart of the industry is intellectual property. As the number of media and delivery channels explodes, you need to know how to manage rights inventory, license revenue streams, and royalty payments—efficiently and profitably. Read More