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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 contact relationship management


Integrating Customer Relationship Management and Service Resolution Management
The business case for integrating call center service resolution management into customer relationship management is becoming increasingly obvious, as companies

insurance contact relationship management  or condo purchase, changing insurance requirements, etc). To gain a true understanding of customers' needs and wants, any interaction with them must be captured and analyzed. For example, when a customer with a savings account inquires about a home loan, a full-service financial services company would want the customer-facing employee, whether in the branch or contact center (if not even an intelligent online software agent), to recognize that here lies an opportunity to cross-sell a home insurance

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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

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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Documents related to » insurance contact relationship management

Converting Service Calls into Sales with Real-time Offer Management


To achieve sustainable success in selling a product or service, you only need to present the right offer to the right customer via the right channel—at the right time. Of course, it’s not really that simple. But service firms are finding it’s possible to make the right offers, through customer-selected channels, in real time. Find out how you can leverage your customer data to create opportunities for revenue generation.

insurance contact relationship management  telecommunications companies, utilities, banks, insurance companies, and retailers, for instance – are finding that they can increasingly make the right offers, through customer-selected channels, in real time. Thereby, they can heighten their customers’ inclination to purchase their goods and services. These firms are doing this by focusing on inbound interactions that the customer initiates via an interaction center or the Web and leveraging the customer information that exists in their own database Read More

Total Reward Management: Don't Leave Your Line Manager Alone


A total reward management system can help companies leverage their most complex and volatile asset: its human capital. Partnerships between human resources and line managers, and using collaborative platforms to communicate incentives and goals can increase strengthen a company's competitive advantage.

insurance contact relationship management  including unemployment pay, family, insurance, and services, free time; Training and development including training programs and subsidies, career opportunities, and substitution plans; and Work including work or free time balance, and climate and environment. The catalog must obviously be flexible and compliant to company policy. If, for instance, we would like to give a manager the ability to insert stock options or a company car into an employee's total reward, it is important that the manager can easi Read More

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.

insurance contact relationship management  history (Pre-defined rules). Benefit: Insurance that all messages are assigned promptly and efficiently, and that the productivity of all users is maximized. Communication History: For any message the entire history including received date and time, reply dates and times, users involved, etc. is available to service agent managers by using a search engine with in the software. Benefit: Enables managers and other staff members to be brought up to date quickly on specific issues and provides the security of Read More

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 lost employee time to lost customer data. But with the right information, implementing CRM allows evolution without the upset of revolution.

insurance contact relationship management  and travel. Financial and insurance markets This solution includes features of comprehensive CRM packages, but is designed 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 Read More

Applying an Economic Model to IT Management: Operations Management in the Virtual Data Center


Virtualization systems have been replacing traditional, silo-based IT architectures to consolidate resources and workloads, but virtualization requires resource and performance management technologies designed to handle dramatically different, complex behaviors. This white paper describes a supply chain economy approach, which combines monitoring, analytics, and actions to enable proactive virtualization management.

insurance contact relationship management  virtualization management, virtualization systems, resource and performance management Read More

Performance and Compensation Management at the Core of Human Capital Management?


Strategic human capital management (HCM) solutions can help organizations transform their people into a competitive advantage by aligning managers and employees with corporate goals. There is now a statistical and causal relationship among key HCM applications and operating income growth.

insurance contact relationship management  HR,human resources,HRMS,human resources management systems,HCM,human capital management,performance management systems,HCM trends,compliance management,talent management Read More

Looking Beyond Mobile Device Management to Mobile Application and Enterprise Mobility Management


The increasing possibilities that come from deploying mobile solutions in the workplace are now counterbalanced by an exponentially complex ecosystem of options that can make navigating the corporate mobile landscape challenging and risky. This executive insight examines the needs for organizations to deploy a holistic enterprise mobility management solution that goes well beyond mobile device management.

insurance contact relationship management  mobile device management,enterprise mobility management,holistic enterprise mobility management solution,corporate mobile landscape,mobile device management solution,mobile application management Read More

Customer Relationship Management (CRM)


When talking about relationship management in the context of software solutions, most people think of customer relationship management (CRM). However, relationships also exist between companies and their vendors, companies and their customers, vendors and their suppliers, employees, different departments of the same company, and so on. The Relationship Management Evaluation Center concentrates on CRM and supplier relationship management (SRM), as software and information and communication technology (ICT) play a major role in facilitating effective relationship management among all parties involved.

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Oracle Enterprise Asset Management


Oracle Enterprise Asset Management (EAM) optimizes availability and utilization of assets. Oracle's products help companies manage inventory, equipment, and skilled personnel as well as match these resources to asset maintenance demands.

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Polymita Technologies

Case Study: More Efficient Hospital Management Systems with Content Management Tools


Hospital de la Santa Creu i Sant Pau I is the oldest hospital in Spain, with over 34,000 admissions each year and 150,000 emergencies. In 1999, the hospital began to implement an intranet to provide information to employees, with an update in 2003 to provide visibility of corporate information. Learn how the company is integrating a content management system with portal tools to integrate processes and improve efficiency.

insurance contact relationship management   Read More

Ultimus Adaptive BPM Suite 8.3 for Business Process Management Certification Report


Ultimus Adaptive BPM Suite 8.3 is TEC Certified for online evaluation of business process management (BPM) solutions in the Enterprise Resource Planning (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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The Channel Management Shuffle


Executives and middle management are constantly faced with determining policy, process, and technology around managing one or multiple channels. What is critical to successful channel management?

insurance contact relationship management  channel management,report,partners,customers,multi-partner management,channel conflict,inventory management,returns management,channel management technologies,best practices Read More

Business Process Management as a Blueprint for Mobile Workforce Management


As service organizations strive to achieve business objectives with limited resources, there is a growing need for greater visibility into business process effectiveness. This is made more difficult by ever-changing business processes and exceptions management. This white paper explains how business process management (BPM) benefits mobile workforce management and outlines how a service-focused BPM solution enables faster BPM adoption.

insurance contact relationship management  mobile workforce management,field service scheduling,field service optimization,services organizations,workforce sheduling optimization,ViryaNET,BPM,BPM and workforce management Read More