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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.

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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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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.

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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.

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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.

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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:

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