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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 claim handling procedure


Not Just Words: Enforce Your E-mail and Web Acceptable Usage Policies
Unmanaged employee use of e-mail and the Web can subject your organization to costly risks including litigation, regulatory investigations, and public

insurance claim handling procedure  required by the Health Insurance Portability and Accountability Act (HIPAA) to protect the privacy of patient information. HIPAA requires healthcare organizations and their suppliers to safeguard email messages and attachments that contain protected health information (PHI) related to a patient's health status, medical care, treatment plans, and payment issues. Failure to do so can result in seven-figure regulatory fines, civil litigation, criminal charges, and jail time. Use a combination of acceptable u

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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 claim handling procedure

Feds Buckle Down on Customer Information Security


In an effort to improve the state of consumer privacy, Federal Reserve Board, the Federal Deposit Insurance Corporation (FDIC), the Office of the Comptroller of the Currency (OCC), and the Office of Thrift Supervision, on January last year announced that they have put together joint guidelines to safeguard confidential customer information. The guidelines, that took effect last July, implement section 501(b) of the Gramm-Leach-Bliley Act (GLBA) initiated by the Senate Banking Committee, and passed into law on November 4, 1999. This announcement had significant implications for online banking institutions.

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Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base 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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ORSA, the Corner Stone of the Solvency II Regime


The move toward principle-based regulations across the European insurance world puts a strong emphasis on corporate governance programs. Under their Own Risk and Solvency Assessment (ORSA) plans, insurance firms have to align their enterprise risk management processes with their strategic business plans. This article looks, in more detail, at some of the main Solvency II ORSA requirements, and how European insurance companies can use enterprise risk management platforms to support these key management needs.

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Unicorn HRO, LLC


Unicorn HRO offers a fully integrated and configurable HR solution that includes Human Resources, Payroll, Benefits, and Insurance. Our focus is to provide quality customer service and build the strategic value of our customers' human resources for long-term success.

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Compuware Joins the Celestial Club with New Cloud Application Performance Management Platform


This month Cloudware unveiled its brand new cloud platform for application performance management. With core enhancements in big data handling, the cloud platform is specifically aimed at organizations that are already using cloud services with Microsoft’s Azure and EC2 platforms. The heat is on, with an increasing number of products and services directing the provision of cloud offerings.

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Transforming Customer Service with Business Analytics


Customer service needs to go beyond handling dissatisfied customers and build relationships with customers so they are profitable, loyal advocates. Business analytics can help customer service departments acquire the information and capabilities to transform themselves.

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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.

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Human Capital Management (HCM)


Human capital management (HCM) solutions encompass applications for handling personnel-related tasks for corporate managers and for individual employees from the point of hire to the point of retire. HCM solutions provide the tools and technologies needed to enhance all facets of HR administration and employee relationship management.

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Case Study: Georg Fischer’s CRM Investment Improves Transparency and Customer Service


Georg Fischer, a global provider of fluid-handling systems, was using a simple database to manage customer contact information. But the company couldn’t effectively track the progress of customer relationships, opportunities, and projects, and so key data was often lost. By implementing an integrated enterprise application, the company now has centralized customer contact information, and improved customer relationships.

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FlexiFinancials Suite, FlexiPortal and Remote Office Components


Flexi develops the FlexiFinancials suite of enterprise financial accounting software, which is geared primarily to the banking, insurance, and financial services industries. Flexi also provides implementation and support services for FlexiFinancials. Flexi’s accounting capabilities help companies streamline their business processes and the product’s technology allows for seamless integration with their current applications through powerful and flexible APIs using Web services or COM+. Flexi's applications provide the flexibility to operate on various database platforms including Oracle and MS SQL Server. The fully integrated enterprise resource planning (ERP) accounting suite includes modules for general ledger, accounts payable, accounts receivable, fixed assets, purchasing, and projects. Flexi products also have built-in capabilities to help address internal security regulations and external compliance issues such as Sarbanes-Oxley (SOX) and the Health Insurance Portability and Accountability Act (HIPAA).      

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