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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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 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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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 » 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.

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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.

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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."

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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.

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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.)

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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.

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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,

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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.

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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.

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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.

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