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 insurance leads for agents


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 leads for agents  common occurrence in the insurance industry is duplication of data or effort, which leads to inconsistencies, difficulties in updating information, and a reduction in business agility. In addition, the inability to track submissions to government agencies often puts companies at risk of noncompliance. This is part one of the series How Can Insurance Carriers Retain and Reward True Producers? In part two, Callidus's TrueProducer EIM/SPM solution, designed to address problems specific to the insurance

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Browse RFP templates

Visit the TEC store for RFP templates that can save you weeks and months of requirements gathering, and help ensure the succes of your software selection project.

Browse Now
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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Do You Want Your App to Talk Back to You (as a Chatterbox)? - Part 3


In Part 1 of this blog series I admitted to being a late adopter of a sort, in part for not immediately jumping onto the social media bandwagon. In particular, my initial reaction to Salesforce Chatter (a.k.a. Collaboration Cloud) was tepid when it was introduced at the Dreamforce 2009 conference. However, a few months have passed and this period has helped salesforce.com craft the much clearer

insurance leads for agents  applicant to create an insurance quote. We are looking at its use in areas such as month-end closing and credit collections, where you want users to follow a specific path through a business process. PJ: Any parting comment(s)? JR: In line with the GA of Chatter, we have just released FinancialForce.com Accounting with Chatter fully baked in (the Summer ’10 release). I believe that capability is going to change the game for accounting and the integration of accounting with the rest of the business. 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 leads for agents  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 Read More

NextGen Health Care: How Technology Can Help Make Consumer-directed Health Care a Reality


Software technologies can provide a single point of entry for prospects and health plan providers to educate new or renewing prospects on the full value of each offering. Behind the scenes, these technologies can also record all prospect preferences to allow sales, marketing, advertising, and product development to benefit from more targeted offerings and personalized messaging, at greatly reduced costs.

insurance leads for agents  their efforts to buy/sell insurance and related products. However, none of the present systems and processes meet the business need of the organization to provide consistent best-selling practices to every prospect at every touch point. They also do not mathematically measure and record each individual's responses in order to optimally respond at the point of sale and to improve the overall marketing, advertising and product development efforts of the enterprise. Because existing systems and processes Read More

10 Errors to Avoid When Commissioning a Data Center


Data center commissioning requires tight coordination between vendors, facilities, IT departments, engineers, the commissioning agent, and others. Managed properly, commissioning can deliver an unbiased evaluation of whether a new data center will succeed or not. Managed poorly, it can lead to problematic data center performance issues. Learn 10 common data center commissioning mistakes, and find out how to avoid them.

insurance leads for agents  center commissioning is an insurance policy that helps to ensure the success of a data center design / build project. A proper commissioning exercise reviews and tests the data center's physical infrastructure design as a holistic system. Data centers are designed and built in order to address corporate business requirements. Commissioning validates the investment by providing a framework for successful operation of the data center. Publicly traded companies should consult with their audit departments to Read More

Dynacom ERP (v. 11.3) for ERP for SMB Certification Report


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SCM Software for Real World Manufacturing: A Case for Mission Critical Use


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AIM Vision for Microsoft Dynamics GP: ERP for Discrete Manufacturing Certification Report


The AIM Computer Solutions product AIM Vision for Microsoft Dynamics GP is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for discrete 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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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.

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This report outlines 10 recommendations for companies to advance its human resources (HR) technology strategy. From conducting a global systems inventory and redeploying software to recalibrating talent strategies and targeting critical roles to focusing on end-user experience and tapping social collaboration, it offers easy-to-implement recommendations to help organizations d position themselves for long-term success.

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