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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 management administrators


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

insurance management administrators  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

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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 management administrators

The Human Capital Management Market-Hot, but also Overpopulated?


Many human capital management (HCM) vendors try to cover most of the bases through broader product suites. While there have been noticeable consolidation moves in the market, which vendors will eventually dominate cannot be exactly stated at this time.

insurance management administrators  support for the Health Insurance Portability and Accountability Act (HIPAA), the Consolidated Omnibus Budget Reconciliation Act (COBRA), the Occupational Health & Safety Administration ( OSHA ), and Sarbanes-Oxley Act (SOX) compliance. Another key driver, especially in large companies, is the need to consolidate multiple HR transactional systems for efficiency and global workforce visibility. Part Four of the series Thou Shalt Manage Human Capital Better . Still, enterprises will likely invest less in Read More

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 largest companies in the world. The vendor is aiming to cement its leadership within the insurance sector.

insurance management administrators  have been compelling life insurance carriers to manage producer compensation more actively as a risk management move, because this is their largest controllable expense. Taking care of producers is critical for any carrier in order to remain competitive in today's insurance marketplace. This is especially true for independent non-captive agents, who make conscious decisions every day as to which product to sell to their customers. On the other hand, producers are competing more and more for mindshare in Read More

The Flagship Enterprise Incentive Management Offering


The idea behind the Callidus TrueComp's initial design was for it to be sophisticated enough to tackle and manage the most complex and variable compensation plans, and yet simple enough to administer without heavy reliance on information technology (IT) resources.

insurance management administrators  challenges particular to the insurance industry), quota management, and service oriented architecture (SOA) offerings to connect to legacy systems of record. To that end, on October 31, 2006, the vendor announced that it has joined the business performance management (BPM) software leader, Hyperion's Global Partner Program , as an original equipment manufacturer (OEM) partner. As a partner of Hyperion OEM, Callidus will leverage the Hyperion System 9 Planning software for its new quota management Read More

Enterprise Incentive Management Leader's Challenges and Response


Enterprise incentive management is an emerging field, and a number of players have entered the market. Callidus recently expanded its service offerings by introducing two new strategic service programs both to woo customers and to survive in this emerging field.

insurance management administrators  and The Prudential Life Insurance Company of Korea . The recently released TrueAnalytics module has apparently demonstrated the EIM strategic value, and it was sold in over half of the second quarter 2006 new deals. The solution was demonstrated in all sales opportunities and was often a key differentiator versus both Centive, Incentive Technology Corp. ( ITC ), and Oracle. Callidus plans to pursue sales of new product modules to existing customers of the TrueComp software. For most of these customers to Read More

10 Principles for Knowledge Management Success


Knowledge management (KM) can mean different things to an organization depending upon the nature of the initiative. KM is not a technology or set of methodologies, but a practice or discipline that involves people, processes, and technology. If implemented correctly, a KM initiative can improve the productivity and efficiency of an entire organization. With these ten basic principles, your organization can learn how.

insurance management administrators  Principles for Knowledge Management Success 10 Principles for Knowledge Management Success If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Comprehensive analytics provide the insights needed for assessing agent performance, continuously improving the customer experience, and making a solid business case for knowledge management . Source : Consona Resources Related to 10 Principles for Knowledge Management Success : Knowledge Read More

Configuration and Change Management for IT Compliance and Risk Management


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insurance management administrators  and Change Management for IT Compliance and Risk Management To keep your IT infrastructure healthy, strong operational processes are essential to managing changes—both planned and unexpected. A streamlined, integrated approach that incorporates hardware and software assets is a key foundation for meeting regulatory compliance requirements. Find out how you can benefit from applications that enable continuous compliance with operational processes and tools—and reduce your business risk. Read More

New Realities of Retail Workforce Management: Myths versus Facts


With an economic recovery underway, retailers are leveraging workforce management (WFM) tools to help them address their most pressing needs—cost reduction, return on investment (ROI), and measurably improved performance—while instilling practices that will serve them tomorrow and beyond. Find out how market leaders are leveraging the considerable benefits of WFM systems to gain a significant competitive advantage.

insurance management administrators  Realities of Retail Workforce Management: Myths versus Facts With an economic recovery underway, retailers are leveraging workforce management (WFM) tools to help them address their most pressing needs—cost reduction, return on investment (ROI), and measurably improved performance—while instilling practices that will serve them tomorrow and beyond. Find out how market leaders are leveraging the considerable benefits of WFM systems to gain a significant competitive advantage. Read More

Selecting Enterprise Asset Management (EAM) for Design, Operate, Maintain


Design-operate-maintain is an approach to asset management designed to maximize value over the entire asset lifecycle—from asset planning and design through years of maintenance and operation through to decommissioning and replacement. How can you select EAM software capable of supporting this enlightened approach? Download this white paper to find out.

insurance management administrators  Enterprise Asset Management (EAM) for Design, Operate, Maintain Design-operate-maintain is an approach to asset management designed to maximize value over the entire asset lifecycle—from asset planning and design through years of maintenance and operation through to decommissioning and replacement. How can you select EAM software capable of supporting this enlightened approach? Download this white paper to find out. Read More

Portfolio Management


Portfolio management provides insight into what is the best way to distribute resources among the various innovative options/projects to ensure that a maximum yield is realized against acceptable risks; there is a good fit between the projects and the various strategic themes; and there is a good mix between the various types of projects. Read this paper to learn about the different approaches used n portfolio management.

insurance management administrators  Management Portfolio management provides insight into what is the best way to distribute resources among the various innovative options/projects to ensure that a maximum yield is realized against acceptable risks; there is a good fit between the projects and the various strategic themes; and there is a good mix between the various types of projects. Read this paper to learn about the different approaches used n portfolio management. Read More

A Candid Conversation with a Field Service Workforce Management Leader


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insurance management administrators  Candid Conversation with a Field Service Workforce Management Leader TEC’s recent series of tutorial articles—“ Navigating Between Service Management Scylla & Charybdis ” and “ The Magic Behind Planning and Executing (Optimal) Service Supply Chains ”—have drawn solid interest and valuable feedback, both publicly and privately. The series on general workforce management (WFM) systems (i.e., not necessarily only in field service), entitled “ Integrated Workforce Management (WFM) Platforms: Read More

Case Study: SAP and Marketing Management


By upgrading to the latest release of the SAP customer relationship management (CRM) application as part of its CRM Clear Vision Program, SAP AG transformed the way marketing and sales teams collaborate. Find out how increased visibility and improved interaction has helped SAP realize greater value from a more effective sales process, making it easier to hit sales targets and maximize sales revenue.

insurance management administrators  Study: SAP and Marketing Management By upgrading to the latest release of the SAP customer relationship management (CRM) application as part of its CRM Clear Vision Program, SAP AG transformed the way marketing and sales teams collaborate. Find out how increased visibility and improved interaction has helped SAP realize greater value from a more effective sales process, making it easier to hit sales targets and maximize sales revenue. Read More

TEC 2013 EAM/CMMS Market Survey Report: What Organizations Want in Enterprise Asset Management and Computerized Maintenance Management System Software


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insurance management administrators  2013 EAM/CMMS Market Survey Report: What Organizations Want in Enterprise Asset Management and Computerized Maintenance Management System Software This report gives an overview of current considerations for organizations seeking to purchase an EAM/CMMS solution. Based on data collected from EAM/CMMS software comparisons performed using Technology Evaluation Centers’ (TEC’s) TEC Advisor software selection application during 2012, the report details what TEC data reveals about your peers' Read More

Do You Need a Content Management System?


Understanding what content management means is the first step to determine how a solution will suit your company. Because of the abundance of information both inside and outside of organizations, it is crucial to harness it as an effective business asset.

insurance management administrators  You Need a Content Management System? Introduction The ongoing drive to save time and money drives organizations to look into content management. As the costs of software and implementation range from almost free to millions of dollars and choosing the right vendor or system is vital, this decision can be daunting. The term content management : What does it mean? Content management is a phrase you hear everywhere these days. Companies claim they do content management and vendors say that they sell Read More

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Cincom Enterprise Management is a portfolio of Web-enabled business applications that address the business cycle of companies who build and service complex products. It encompasses activities included in business planning, business acquisition, order management, engineering, procurement, manufacturing and re-manufacturing operations, cost management, finance, and aftermarket support. CONTROL also supports global enterprises by offering distributed multi-site implementation options, multiple currencies, and multiple languages.  

insurance management administrators  Enterprise Management Cincom Enterprise Management is a portfolio of Web-enabled business applications that address the business cycle of companies who build and service complex products. It encompasses activities included in business planning, business acquisition, order management, engineering, procurement, manufacturing and re-manufacturing operations, cost management, finance, and aftermarket support. CONTROL also supports global enterprises by offering distributed multi-site implementation Read More