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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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 life insurance agency system


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

life insurance agency system  most needed in the life insurance area. It might be useful at this point to analyze typical producer administration business processes throughout the three major SPM phases mentioned previously. Namely, during the planning phase, life insurance carriers have to sign up, or on-board, a producer to sell their products, and design multiple and interlocking contract payment hierarchies and schedules (which are subject to the ever changing roles of producers and carrier product bundles). Traditionally,

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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 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 Response Management, Industry Vertical Module Availability, Product Technology  

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Documents related to » life insurance agency system

Oracle Further Orchestrates Its SOA Forays Part One: Event Summary and Market Impact


Although its service-oriented architecture-based platform and enterprise solutions will not likely be "all things to all people" any time soon, Oracle might be showing its ability to further develop its own enterprise infrastructure and applications via a blitz acquisition of a Collaxa, a small and focused vendor, despite its unwavering appetite for direct, large competitors.

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Market Leaders of Global Trade Management


The strategic imperative to streamline the entire lifecycle of global trade has prompted JPMorgan and TradeBeam to acquire complementary companies. Logistics service providers also recognize that many customers want trade services, and are stepping up to the challenge.

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How One On Demand Vendor Addresses Its Unique Challenges and Competition


As the software-as-a-service market matures, and while it remains appealing to resource-constrained companies, organizations having up to 500 payees, and that are in need of complex compensation calculation and multitier compensation rules, should consider Centive Compel product suite.

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Project Portfolio Management for Service Organizations: Bridging the Gap between Project Management and Operations


There are two types of project portfolio management (PPM) solutions for professional services organizations (PSO). For smaller PSOs, best-of-breed vendors provide hosted solutions with out-of-the-box integrations, while integrated PPM solutions provide the complete back-office systems preferred by many larger PSOs.

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How to Choose a Distribution System


Implementing the proper distribution system can be as important to your bottom line as expanding your warehouse or bringing on new product lines. After all, the right system provides immediate and long-term benefits that can impact your business processes across the board. That’s why it’s important to define business processes and objectives before you start the search for new software.

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One-system ERP Solutions




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Corporate System Solutions Inc.


Independent Finance System Selection & Implementation, Finance System Performance Analysis & Ad Hoc Solutions, Project Management, Business Analysis

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How Much Should You Pay for Your Business Phone System?


Different buyers pay different prices for the same business phone system. While some buyers hesitate to negotiate the “special price” quoted to them, others leverage insider knowledge about the buying process to get a significantly better price for the same system. Our expert shares valuable phone system price negotiation techniques to empower you to get the best price on your business phone system equipment and service.

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Westwood Insurance Chooses MAS 500 for Integration Capabilities


For ten years, California (US)-based Westwood Insurance used an off-site bureau for all accounting, financial, and insurance data management. In 1996, the rapidly growing division of the century-old company decided to bring its systems in-house in order to improve productivity and cost effectiveness. After an evaluation of three accounting systems, the company turned to MAS 500.

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How to Choose an Accounting System


If you're thinking about implementing a new accounting system, you'll want to gather all the facts before making a decision. The new system can impact nearly everyone in your corporation, so each decision is critical. The task is substantial and it can be tough to stay within your budget. This guide can help you get started in the right direction.

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