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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

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.

life insurance agency system  least 2013 or for life, if they choose the lifetime support policy To extend the customer value of these applications by continuing to release new product enhancements, such as Oracle Projects Family Pack M , which was released in May 2005, PeopleSoft ESA 8.9 , which was released in August 2005, and JD Edwards version 8.11 , released in October 2004. Work on the next versions of these products ( Oracle release 12 , PeopleSoft 9.0 , and JD Edwards 8.12 ) continues. To evolve the best-of functionality of Read More

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.

life insurance agency system  such as pharmaceutical and life insurance resellers' compensation management, might want to evaluate upper-range, hosted, or on-premise EIM alternatives. That said, it is important to note that Centive has proven its ability to win deals well over 1,000 seats against the traditional EIM providers. In any case, one of the upper-range product options might be ITC's CompCentral , provided the users have touched base with ITC (and its new backers) and feel comfortable with the company's road map for the Read More

SAS: Striving to Sustain Leadership


SAS Institute has been successful, moving beyond a business intelligence. Lately, it has lately focused on sustaining its technology leadership, expanding in some vertical markets, and becoming more attentive to the low-end market.

life insurance agency system  government, education, healthcare, insurance, life sciences, manufacturing, media, entertainment, retail, and telecommunication. SAS has made notable in roads into the enterprise realm and can no longer be described as a mere BI vendor. Its product portfolio now spans more than one hundred products (some grouped and integrated, while others remain as standalones), and extends far beyond data mining tools, embracing a gamut of applications, from geographical and statistical visualization to fraud Read More

Why Privately Held Manufacturers Should Implement IFRS-ready ERP Solutions


While regulatory requirements to adopt International Financial Reporting Standards (IFRS) may be a concern for publically traded companies only, there are plenty of reasons why privately held entities will want to prepare to adopt IFRS as well.

life insurance agency system  through the income statement. Life cycle extensions for existing assets will also be treated differently under IFRS. Under IAS 16, the fixed asset is recognized when it becomes likely a future economic benefit from the asset that will flow to the enterprise, and the cost of the asset can be measured reliably. If organizations are reinvesting in existing fixed assets (e.g., rebuilding the process equipment within an oil refinery), they apply the principle-based concept in international accounting. This Read More

The ROI of a New Learning Management System (LMS): How to Construct a Successful Business Case


In today’s fast-changing world, the learning management system (LMS) has become mission critical to organizations that are trying to keep employees up to date on everything from the latest technologies and regulatory requirements, to industry certifications, best practices plus job-specific and leadership skills. Download this white paper to learn how to construct the business case to justify the purchase of an LMS.

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8 Questions to Ask to Successfully Negotiate a Phone System Deal


The process of determining which phone system is best for your organization’s needs can be a time-consuming process. Yet, it demands your due diligence because if you choose the wrong system, it can be not only a costly mistake, but also one with long term consequences if your team is stuck with a system that doesn’t fulfill your business needs. Here are eight questions to ask phone system vendors before you agree to purchase.

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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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BLM: Buzzword Life Cycle Management


The management of buzzwords represents a significant area of improvement for both the buzzword users (BU) and the buzzword consumers (BC). Buzzword life cycle management (BLM) is a proven discipline being applied within the software industry.

life insurance agency system  Buzzword Life Cycle Management Executive Summary The IT industry is alive with buzzwords. The management of buzzwords represents a significant area of improvement for both the buzzword users (BU, for example vendors, analyst and consultants) and buzzword consumers (BC, mostly end users). Buzzword life cycle management (BLM) is a proven discipline being applied to this crying need within the software industry. What is a Buzzword? A buzzword is a word or phrase that enters the collective mind of the Read More

How to Choose a CRM System


When it comes to customer relationship management (CRM), it’s important to understand all the benefits of an integrated CRM system before beginning your selection process. This guide is designed to help you build the business case for a CRM system, form an effective project team, ask the right questions, identify the challenges involved and much more.

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Insurance


Insurance is probably one of the oldest human economic activities, appearing not long after the advent of trade, and developing as a way of protecting merchants from unforeseen events (natural catastrophes, robberies, etc.). There is evidence of traders using insurance for risk management as early as the third millennium BCE (“before the common era”).

Nowadays, insurance is one of the most complex areas of the financial sector, covering a wide range of risks for both personal and business activities. Most insurance companies offer similar products, which makes competition quite fierce. Here are some of the characteristics of the insurance sector:

life insurance agency system  Insurance is probably one of the oldest human economic activities, appearing not long after the advent of trade, and developing as a way of protecting merchants from unforeseen events (natural catastrophes, robberies, etc.). There is evidence of traders using insurance for risk management as early as the third millennium BCE (“before the common era”). Nowadays, insurance is one of the most complex areas of the financial sector, covering a wide range of risks for both personal and business Read More

New Phone System Cost Estimator: Serious Buyers Only!


When purchasing a business phone system, you only want to pay for the features your team is actually going to use, but also need to consider future needs as your business grows. The clearer you are about your specific needs, the more accurate vendors can be when providing you with quotes, and the easier it will be to compare prices. Know the key elements that affect phone system pricing and get prices ranges for your business.

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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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Transportation Management System (TMS)


Transportation Management System (TMS): The ability to manage orders, optimize loads, select the best carriers, tender shipments, manifest parcel, track their progress, and manage claims can reduce transportation costs by 10 to 30 percent. Freight Audit & Payment: By allowing experts to manage your contracts, audit your bills, allocate the charges, make the payments, and report the results, you are assured of paying the correct amount. Business Intelligence: Having the online tools to dynamically report, graph, map, trend, and model your entire operation provides the performance reporting, key performance indicator (KPI) dashboards, and insight for continuous process improvement and maximum savings. Global Consulting: With the information derived from these technologies, CTSI-Global is able to extend client savings by consulting in all key areas of interest including benchmarking, KPI management, global network design, bid preparation, and negotiations.

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How to Successfully Select an ERP System in Eight Simple Steps


If you’re looking for your first enterprise resource planning (ERP) system or looking to upgrade from an existing system, the evaluation, selection, and implementation process is a long-term strategic decision for your organization. To help you through this process, here are eight simple steps for a successful ERP system selection.

life insurance agency system  ERP, enterprise resource planning, ERP selection, selecting ERP, ERP evaluation, Epicor Read More