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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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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 insurance campaign tracking


Customer Relationship Management: Evolution, Not Revolution
Customer relationship management (CRM) can be a tool for positive change in businesses' operations. Or CRM can—unintentionally—cause a host of problems, from

insurance campaign tracking  to help financial and insurance markets with their specific client bases. Among its features and functions are policy tracking and investment tracking in order to enhance client databases. Software from some vendors might allow customer data to be consolidated, permit better communication between branches, and reduce staff training costs. Real estate CRM for this sector helps vendors to improve customer relationships by capturing online leads, increasing the volume of higher-quality leads, performing

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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 campaign tracking

Surado! A Rising Mid-market CRM Provider


Our quest for quality and well-priced mid-market CRM software solutions, takes us this week to review Surado Solutions Inc. developers of Surado CRM Solutions. Surado positions itself high in many functional areas, against many mid-market software vendors such as SalesLogix, Epicor, Microsoft CRM, Kana, and Commence Corporation.

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E-mail Response Management


E-mail inquiries for the customer service sector are expected to explode from 2.9 billion messages in 2005, to 7.2 billion by 2010. This means that a company’s online relationship with customers will be increasingly critical to customer satisfaction and retention. That’s why managers need new tools to manage their corporate e-mail assets and better service the e-mail customer.

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Yet Another Branding Debacle (This Time, It's ERP for Services)


Organizations providing billable services to their clients can benefit from an enterprise resource planning solution. But what makes ERP for services different from solutions known as product portfolio management for professional services automation? And which is best for your organization?

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Xchange Adds To The List Of CRM Point Solutions' Casualties


Xchange's protracted troubles and its recent inglorious demise and subsequent auctioned sellout may prove the fact that the CRM point providers without a clear differentiating value proposition and without enough resources have not much to look for out there in the long run other than to find an honorable exit strategy.

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The Paperless Office: Accepting Digitized Data


Of the many industries that are attempting to go paperless, the insurance industry has been on the leading edge of a completely digital environment. For companies in insurance industries, as well as other types of organizations looking to digitize their offices, there are a number of implications. Learn about the realities of a paperless office environment, and how your company can take steps to become paperless.

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Visual Asset Manager


Visual Asset Manager is an Asset Tracking Software designed to control and manage mobile and fixed assets. This comprehensive software centrally manages what assets you have, where they are located, who uses them and all associated costs. A dynamic asset tracking solution, Visual Asset Manager has extensive barcoding and Radio Frequency Identification (RFID) technologies and functions built in.    

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Secure File Transfer Tracking and Reporting


The Internet has made information transfer faster and easier. But alongside, hacking and data theft are increasing threats to organizations’ security. How can files be delivered safely within an organization or far beyond its walls? Secure file transfer reporting and tracking tools help keep sensitive data in the right hands—and help organizations comply with government regulations.

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HUB International Selects Kronos Cloud WFM


HUB International, a large insurance brokerage, recently selected workforce management (WFM) software from Kronos Inc. The solution will be deployed in the Kronos Cloud, whereby the vendor will manage processes for 8,000 HUB International employees across 250 locations in the U.S and Canada, and perform all configuration, maintenance, upgrades, and support of the solution.

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Passive RFID Solutions for Asset Tracking and Inventory Management


In the present context of business, it is becoming essential for the business world to provide electronic commerce in addition to their good old business model. An electronic commerce application adds lot of value to business models and helps overall growth in the different areas of business, business management, tracking, and customer support. Customers find it’s much easier to access the products and services of a corporation through an e-commerce application and corporations find it easier to reach their customers.

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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.

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