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Data, Data Everywhere: A Special Report on Managing Information
The quantity of information in the world is soaring. Merely keeping up with, and storing new information is difficult enough. Analyzing it, to spot patterns and

managing independent insurance agents  an early form of managing information flows in American business the cash register had a huge impact. It not only reduced pilferage by alerting the shopkeeper when the till was opened; by recording every transaction, it also provided an instant overview of what was happening in the business. Sales data remain one of a company's most important assets. In 2004 Wal-Mart peered into its mammoth databases and noticed that before a hurricane struck, there was a run on flashlights and batteries, as might be Read More
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...
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Documents related to » managing independent insurance agents


How One Vendor's Software Solutions Address the Insurance Industry's Unique Issues
Callidus Software's latest enterprise incentive management and sales performance management product suite for the insurance sector aims at helping insurance

managing independent insurance agents  been using TrueComp for managing tricky and layered compensation calculations, custom territory definitions, multitiered sales channels, nonstandard management roll-ups, business units on different calendars or pay periods, etc. Although TrueProducer is independent from TrueComp (meaning it can be deployed in a stand-alone manner), logically, it works best within Callidus Business Process Framework . It also provides some enhancements to TrueComp rules and for pipeline (debt) management. As mentioned Read More
Quote-to-order: One Big, Lean Machine Adds High Tech to Its Mix
BigMachines differentiates itself in the quote-to-order (Q2O) sphere due to its solutions’ lean end-to-end, inquiry-to-order focus. Although there are other

managing independent insurance agents  is solely focused on managing the full end-to-end inquiry-to-order process (quoting, configuration, and proposals) executed by customers' sales teams and channels, whereas most competitors stop short of truly empowering sales with one generalist solution that tries, suboptimally, to manage all aspects of the sales order process. The on-demand technology and implementation methodology takes less time and resources than implementing older technology based on client/server or on-premise technology—in Read More
Attaining Real Time, On-demand Information Data: Contemporary Business Intelligence Tools
Demand for instant access to dispersed information is being met by vendors offering enterprise business intelligence tools and suites. Portlet standardization

managing independent insurance agents  problem of scaling and managing data are now pondering how to unify their data sources and leverage them to solve near, real time business problems. To that end, EII aims at providing unified views of multiple, heterogeneous data through a distributed (federated) query. One way to think of EII is as a virtual database layer that allows user applications to access and query data as if it resided in a single database. In other words, the concept has taken an existing database capability to merge a query Read More
Has KANA Gotten Its Mojo Back? - Part 1
In this service economy it is not surprising to hear about smart innovative companies whose businesses have been blossoming due to the superior customer service

managing independent insurance agents  no robust software for managing these communications. KANA was founded to answer this challenge by offering a tool to help businesses communicate with customers via e-mail as well as Web-based channels. KANA went public in 1999, and later acquired Connectify (a developer of Web-based electronic direct mail software), Business Evolution (a provider of two-way dialog services for electronic-business Web sites), and NetDialog (a provider of Web-based customer assistance software). In 2000, KANA merged with Read More
Managing WLAN Risks with Vulnerability Assessment
There are many ways to safeguard wireless local area networks (WLANs), but which measures should you deploy, and how can you tell whether your network is

managing independent insurance agents  WLAN Risks with Vulnerability Assessment There are many ways to safeguard wireless local area networks (WLANs), but which measures should you deploy, and how can you tell whether your network is sufficiently hardened against 802.11 and 802.1X attacks? Download this white paper to learn about a process for business risk analysis, vulnerability identification, and threat remediation—and find out how to conduct your own WLAN vulnerability assessment. Read More
A Software-as-a-service Primer for Independent Software Vendors
Unlike many over-hyped technology trends of the past, software-as-a-service (SaaS) is producing real business benefits for organizations of all sizes across

managing independent insurance agents  Software-as-a-service Primer for Independent Software Vendors Unlike many over-hyped technology trends of the past, software-as-a-service (SaaS) is producing real business benefits for organizations of all sizes across nearly every industry. This primer outlines how independent software vendors (ISVs) must respond to these realities in order to meet the changing needs of their customers, employees, and business partners; and ensure their long-term viability and competitiveness. Read More
Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report
This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features

managing independent insurance agents   Read More
Managing Risks Associated with Outsourcing
Strategic cost reduction has been a focus area for financial institutions (FIs), with outsourcing emerging as a very attractive option lately. But outsourcing

managing independent insurance agents  and offers perspectives on managing these risks. Read More
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

managing independent insurance agents   Read More
Throw Away Your Financial Statements: Managing by Metrics
Analyzing static, detailed financial statements has been the modus operandi for hundreds of years. Because many business management systems can isolate and

managing independent insurance agents  Away Your Financial Statements: Managing by Metrics Originally published - September 15, 2005 Introduction Accounting systems have always had two primary goals: track information in detail and generate financial and operational reports. Until recently it has not been technologically possible to do anything else., except process information, create invoices, pay invoices, pay employees, track costs, and generate financial statements at the end of the month. That's fine, but the problem is that financial Read More
Managing Risk through Better Planning
There are many business pressures urging organizations to improve their planning processes. However, in many organizations, the achievement of delivering the

managing independent insurance agents  Risk through Better Planning There are many business pressures urging organizations to improve their planning processes. However, in many organizations, the achievement of delivering the annual plan is so onerous that little business benefit is derived from it. That’s why organizations should look for a planning solution capable of delivering flexible business models—models which are mapped to their unique business requirements. Read More
PRISM Users Get A Dedicated, Independent Web Community
Users of the Baan Process ERP product PRISM form a web-site community to provide an independent source of information and sharing of knowledge on one of the

managing independent insurance agents  Users Get A Dedicated, Independent Web Community PRISM Users Get A Dedicated, Independent Web Community P. Catz - November 5, 2001 Event Summary The Process ERP Users Forum Users of the Baan Process (formerly Marcam ) ERP product PRISM now have an independent web site to serve the needs of their community. According to John Campbell, former Executive Vice President and co-founder Marcam, This web site helps PRISM users gain more value from their investment. It connects them with a network of Read More
How Has Made2Manage Systems Been Managing Itself?
On July 25, Made2Manage Systems, Inc., a provider of enterprise business systems for small and midsize manufacturers, and Click Commerce, Inc., the provider of

managing independent insurance agents  Has Made2Manage Systems Been Managing Itself? How Has Made2Manage Systems Been Managing Itself? P.J. Jakovljevic - August 22, 2000 Event Summary According to a press release from July 25, Made2Manage Systems, Inc., a provider of enterprise business systems for small and midsize manufacturers, and Click Commerce, Inc., the provider of Enterprise Channel Management software and services, announced a new offering to enable small and mid-sized manufacturers to leverage the Internet to support their sales, Read More
Managing Financial Performance: Closing the Gap Between Strategy and Execution
In Managing Financial Performance: Closing the Gap Between Strategy and Execution, learn how a unified, closed-loop performance management system...

managing independent insurance agents  Between Strategy and Execution Managing Financial Performance: Closing the Gap Between Strategy and Execution Virtually all businesses produce plans and budgets—and then measure company progress against objectives. But high-performing companies go a step further by employing an enterprise performance management (EPM) solution to measure, manage, and monitor performance. In Managing Financial Performance: Closing the Gap Between Strategy and Execution , learn how a unified, closed-loop performance Read More

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