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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 backoffice system


Extended Enterprise Vision
Small and medium enterprises (SMEs) are facing new challenges and opportunities. By linking people, processes, and workflows from inside and outside your

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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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Start evaluating software now

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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 backoffice system

Transportation Management System (TMS)


Transportation Management System (TMS): The ability to manage orders, optimize loads, select the best carriers, tender shipments, manifest parcel, track their progress, and manage claims can reduce transportation costs by 10 to 30 percent. Freight Audit & Payment: By allowing experts to manage your contracts, audit your bills, allocate the charges, make the payments, and report the results, you are assured of paying the correct amount. Business Intelligence: Having the online tools to dynamically report, graph, map, trend, and model your entire operation provides the performance reporting, key performance indicator (KPI) dashboards, and insight for continuous process improvement and maximum savings. Global Consulting: With the information derived from these technologies, CTSI-Global is able to extend client savings by consulting in all key areas of interest including benchmarking, KPI management, global network design, bid preparation, and negotiations.

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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 cumbersome encryption keys. Euclid standardized its data security with an online data storage solution. Find out about the benefits, including secure online file sharing and collaboration; auditable document access for regulatory compliance; and lower cost of operations.

insurance backoffice system  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 cumbersome encryption keys. Euclid standardized its data security with an online data storage solution. Find out about the benefits, including secure online file sharing and collaboration; auditable document access for regulatory compliance; and lower cost of operations. Read More

GMS Accounting and Financial Management System


The GMS Accounting and Financial Management/Reporting System integrates all accounting activity into an entity-wide system. The GMS Accounting system is not sold as separate modules, but rather as a package containing all the necessary functions to run your not-for-profit on a daily basis. Our underlying system design is entity-wide, providing you an integrated accounting system that performs all accounting activities. Systems are available in a 1–2 user version, a 3–4 user version, and a 5-or-more user version, either in Access or SQL Server applications. GMS has add-on software that can be purchased in addition to the basic package, including accounts receivable (AR), purchase orders (POs), direct deposit, fixed assets, and report writer. GMS also has a myriad of additional supplements to enhance your reporting features and that fit specific applications within your agency. GMS is designed to handle activity accounting. It is not a fund accounting system, but a grant and contract accounting system created and written specifically to account for grants, contracts, and activities. Key features include compliance with Financial Accounting Standards Board (FASB) 116 and 117 (requirements that all not-for-profit organizations follow); accounting, reporting, and budget monitoring for multiple grants and contracts, even if they have differing funding periods; multiple ways to handle important cost allocation issues for common costs, general and administrative costs, indirect costs, fringe benefits, leave costs, and various specialized cost pools; and a variety of ways to comply with all major Office of Management and Budget (OMB) Circulars. Our clients are exclusively not-for-profit and public organizations. They range in size from two to more than 1,000 employees.      

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8 Rules for Investing in a New Accounting System


Find out if your current system is a drag on your company in Eight Rules for Investing in a New Accounting System.

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New Phone System Cost Estimator: Serious Buyers Only!


When purchasing a business phone system, you only want to pay for the features your team is actually going to use, but also need to consider future needs as your business grows. The clearer you are about your specific needs, the more accurate vendors can be when providing you with quotes, and the easier it will be to compare prices. Know the key elements that affect phone system pricing and get prices ranges for your business.

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11 Vital Questions to Ask When Negotiating for a New Phone System


This white paper addresses vital questions to ask phone system vendors while negotiating a purchase of a new phone system. Tips include making sure your vendor representative thoroughly understands your needs, asking about how they differ from their competitors, exploring extra costs and system compatibility, looking at technical issues that will affect speed and quality, and asking for references.

insurance backoffice system  phone systems,VoIP,SIP,Session Initiation Protocol,SIP-based system Read More

Phone System Comparison Chart


This Phone System Comparison Chart compares over 74 phone systems by 34 brands for small to big businesses. This chart also compares private branch exchange (PBX) and business voice over Internet protocol (VoIP) systems to help you make an educated comparison of your options. This analysis is presented in an Excel spreadsheet so you can add information to suit your analysis and presentation needs.

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System Health Check




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8 Questions to Ask to Successfully Negotiate a Phone System Deal


Learn how to get the right phone system for your company's requirements in 8 Questions to Ask to Successfully Negotiate a Phone System Deal.

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How to Choose a CRM System


When it comes to customer relationship management (CRM), it’s important to understand all the benefits of an integrated CRM system before beginning your selection process. This guide is designed to help you build the business case for a CRM system, form an effective project team, ask the right questions, identify the challenges involved and much more.

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3 Key VoIP Phone System Features and How to Use Them Effectively


Telephony is changing as internet protocol (IP)-based phone systems take hold. An IP phone system can deliver calls over the network as clearly and reliably as the public switched telephone network (PSTN), and more and more companies are even choosing a hosted or cloud-based voice over IP (VOIP) solution over an installed system. Discover three key VoIP features that can help you take advantage of IP telephony.

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ERP System for Health Care


A U.S.-based regional healthcare support network was looking for a distribution enterprise resource planning (ERP for distribution) solution for its medical supply and equipment sales division, including a financials module to be used by other divisions. The news system was intended to replace an in-house legacy system that had reached its end-of-life stage.
To find the right solution, the company turned to TEC for a software evaluation and selection project.
Starting with a list of 10 qualified solutions, TEC issued requests for information (RFIs) to each of the vendors. Based on the RFI responses, the company was able to compare the 10 solutions and develop a shortlist of the four most promising ones for in-depth evaluation.
TEC also helped the company collect market data, and prepare scripts for a formal demonstration session—a key component of the final selection process.



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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.

insurance backoffice system  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 Read More

Development of an Internet Payment Processing System


This article describes the author's experience with the development of the first Yugoslav Internet payment processing system. The system's architecture is very similar to the Three Domain (3D) model that started to emerge later. This success story is worthwhile sharing with a wider audience.

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