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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 brokers software software for insurance


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 brokers software software for insurance  Can Insurance Carriers Retain and Reward True Producers? Not long ago, we published an extensive report on Callidus Software (NASDAQ: CALD), a leading San Jose, California (US)-based provider of on-premise and on demand sales performance management (SPM) and enterprise incentive management (EIM) solutions for global companies across multiple industries (see Enterprise Incentive Management Leader Responds to Market Demands ). The vendor's products allow large enterprises to strategically and

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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 brokers software software for insurance

SAP Expands Its Insurance Solution via Camilion Acquisition


It appears that SAP HANA’s launch has been the catalyst for not only in-house innovation, but also SAP’s onslaught of tuck-in acquisitions of its close partners. After the recent SmartOps acquisition in the supply chain management (SCM) space, SAP today announced plans to acquire Camilion, a provider of insurance product development, product lifecycle, and underwriting solutions that help

insurance brokers software software for insurance  It also will give insurance brokers and underwriters—those who deal directly with customers—simple and modern tools that speed up transactions. Together, these components could help insurers grow their businesses and reduce costs. Camilion Capabilities Many insurers today struggle with outdated core insurance systems, which are not agile enough to meet rapidly changing consumer needs and the latest technology trends. Insurers seek to modernize these core systems in order to increase the quality of Read More

Making Gramm-Leach-Bliley Security Compliance Fast and Easy


Designed to improve consumer financial services, the Gramm-Leach-Bliley Act (GLBA) includes security provisions for protecting confidential electronic financial information. For the approximately 9,500 financial institutions affected, compliance can be complex and process-intensive. Learn about network security auditing and vulnerability management solutions that can make GLBA compliance faster and more cost-effective.

insurance brokers software software for insurance  Reserve System Federal Deposit Insurance Corporation National Credit Union Association Office of the Comptroller of the Currency Office of Thrift Supervision Secretary of the Treasury Securities and Exchange Commission Federal Trade Commission Organizations can comply with Gramm-Leach-Bliley security rules faster, easier and for less cost with the automated QualysGuard web service. This paper maps QualysGuard capabilities to specific requirements of the law, helping security managers to quickly Read More

Challenges and User Recommendations for a Global Trading Solutions Provider on a Roll


The market is competitive, rapidly evolving, and highly fragmented, and one should only expect the intensity of competition to increase in the future. For the present, the biggest challenge remains a lack of awareness of the need for TradeStone's applications.

insurance brokers software software for insurance  total landed cost modeling, insurance and claims, import and export compliance, security regulations, and more seamless integration of invoice reconciliation and trade financing systems. More Competition There are a plethora of point solution providers that specialize in narrow areas. These areas include land cost calculation, retail product lifecycle management (PLM), visibility, collaboration, export compliance, trading document generation, hazardous material handling, supply chain management, Read More

Magic Quadrant for B2B Gateway Providers


Business-to-business (B2B) gateway solutions have matured to the point where they can support a wide range of projects. However, there are still functional differences—including product maturity, service-oriented architecture (SOA) enablement, architectural coherence, and community management—among competing solutions. Find out who the leaders, challengers, visionaries, and niche players are in the B2B gateway market.

insurance brokers software software for insurance  RosettaNet and the Health Insurance Portability and Accountability Act (HIPAA) . In addition, the B2B gateway natively supports XML translation via its XSLT-based BPEL engine, but the B2B server lacks built-in support for essential B2B infrastructure capabilities, such as EDI translation (technology Oracle resells from Edifecs) and MFT. Oracle customers (particularly those committed to Oracle Fusion overall) that need to implement generalpurpose B2B infrastructure for small and midsize B2B projects Read More

Advanced Projects for Microsoft Dynamics AX v.4.0 from Adeaca: PPM for PSA Certification Report


Advanced Projects for Microsoft Dynamics AX v.4.0 from Adeaca is now TEC Certified for online evaluation of product portfolio management (PPM) for professional services automation (PSA) in TEC's PPM for PSA Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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IFS Applications (version 8.0) for ERP for Services Certification Report


IFS Applications (v. 8.0) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for services (non-manufacturing) in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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A Business Intelligence Agenda for Midsize Organizations: Six Strategies for Success


Midsize companies see business intelligence (BI) as too unwieldy and expensive for them, and use spreadsheets for planning, budgeting, and forecasting. However, BI is well within reach through an incremental approach. Learn about six strategies for midsize companies for choosing and deploying BI solutions that address both business and IT challenges.

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Support for Old Releases-Good for the User but Is It Good for the Vendor?


The decision to support older releases is like any other business decision, it is all about the money and profitability. If the vendor can make money at providing support for older releases, it is good business for the vendor. The decision may be sugar-coated with pronouncements about doing what is good for the customer, but both the vendor and the customers know that the first consideration must be the money.

insurance brokers software software for insurance   Read More

The Service Equation: 4 Keys for IT to Create Value for the Business


IT organizations struggle with the challenges of shrinking budgets, ever-changing technology, compliance pressures, and more. For greater efficiency, many IT organizations are turning to information technology service management (ITSM) to help improve processes. But there’s still too much focus on technology and not enough on business outcomes. Learn key strategies for changing your approach to delivering IT services.

insurance brokers software software for insurance   Read More

Identifying the ROI of a Software Application for SCM Part 2: We Are Looking for the Vendor To Tell Us


Managers weighing an investment in software for supply chain face pressure to be right. Looking for a precise calculation of ROI often results in making an uninformed decision. This part discusses what to do when business analysis skills are lacking.

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Epicor for Service Enterprises: ERP for Services (Non-manufacturing) Competitor Analysis Report


The enterprise resource planning (ERP) for services knowledge base is appropriate for organizations in service-oriented industries. It consists of enterprise-wide integrated information systems that manage the operations, services, and resources of non-manufacturing organizations.

insurance brokers software software for insurance   Read More

The Travel and Expense Management Guide for 2014: Trends for the Future


Organizations typically spend 10 percent or more of their annual budget on expenses related to business travel. They need to reevaluate existing strategies for travel and expense management, how to overcome key challenges, and structure a robust program that balances core competencies and modern technology enablers. This paper focuses on the general business trends and economic challenges organizations face today.

insurance brokers software software for insurance  T&E, travel and expense management, T&E solution, T&E management, end-to-end expense management solutions Read More

IFS Applications (version 8.0) for ERP for the Oil and Gas Industry (Upstream) Certification Report


IFS Applications (v. 8.0) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for oil and gas industry (upstream) in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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