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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...
 

 managing independent insurance agents


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

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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 » managing independent insurance agents

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 they provide. Zappos and its “Powered by Service” tagline is a crown example. Many vendors that offer customer service software solutions, especially those that bundle customer relationship management (CRM) with

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

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, enterprise information integration, and corporate performance management are among the proposed solutions, but do they really deliver real time information?

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

Managed File Transfer: The Need for a Strategic Approach


A secure and accurate flow of information in your supply chain operations has never been more critical—and complex. Digital transfer of unstructured information is a security risk, for both confidentiality and compliance, and traditional file transfer methods are now falling short. A managed file transfer solution combining hardware, software, and networks can meet your demands for visibility, security, and compliance.

managing independent insurance agents  Furthermore, developing, monitoring, managing and maintaining an internal solution necessitates the hiring or training of skills that may not otherwise be needed by the organization. The required skills are extensive because the in-house developers must address all of the critical issues discussed in the More Data + More Regulations + More Partners = More Challenges section above and illustrated below. As noted above, all of the traditional file transfer methods suffer shortcomings, 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 vendors offering Q2O as a service, BigMachines product is arguably more flexible, as high tech manufacturers may be noting.

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

Managing the Risks When Outsourcing Offshore


In recent years, increasing numbers of businesses have chosen to outsource their application development overseas for smaller, defined projects, or through a long-term outsourcing partnership model. The main reasons for outsourcing include a desire to increase company productivity and efficiency, while simultaneously lowering operating costs in an increasingly competitive economy. But outsourcing, whether overseas or locally, comes with severe risks.

managing independent insurance agents  the Risks When Outsourcing Offshore In recent years, increasing numbers of businesses have chosen to outsource their application development overseas for smaller, defined projects, or through a long-term outsourcing partnership model. The main reasons for outsourcing include a desire to increase company productivity and efficiency, while simultaneously lowering operating costs in an increasingly competitive economy. But outsourcing, whether overseas or locally, comes with severe risks. Read More

Managing the Multicompany Corporation


For multi-organizational enterprises, generally accepted accounting principles (GAAP), Sarbanes-Oxley (SOX), and International Financial Reporting Standards (IFRS) have made everything from closing the books to daily management more complex. Learn how to manage the sales and financial components of your enterprise, including requirements for addressing differing currencies, taxation rules, and reporting.

managing independent insurance agents  the Multicompany Corporation For multi-organizational enterprises, generally accepted accounting principles (GAAP), Sarbanes-Oxley (SOX), and International Financial Reporting Standards (IFRS) have made everything from closing the books to daily management more complex. Learn how to manage the sales and financial components of your enterprise, including requirements for addressing differing currencies, taxation rules, and reporting. Read More

Managing Global Supply Chain


As international competition becomes more intense and as national barriers for trade gradually reduce, the era of global business is here to stay. Increasingly the difference between success and failure in the global marketplace will be determined not by the sophistication of product technology or marketing communication, but by the way in which the global supply chain is controlled and managed.A global supply chain has to be agile and flexible enough to cope with differences in customer requirements and yet should be able to reap the benefits of focused manufacturing in terms of economies of scale.

managing independent insurance agents  Global Supply Chain As international competition becomes more intense and as national barriers for trade gradually reduce, the era of global business is here to stay. Increasingly the difference between success and failure in the global marketplace will be determined not by the sophistication of product technology or marketing communication, but by the way in which the global supply chain is controlled and managed.A global supply chain has to be agile and flexible enough to cope with differences in Read More

Case Study: Euclid Insurance


Euclid Insurance needed to allow clients and carriers to securely transfer sensitive data without straining the company’s IT resources or forcing use of cumbersome encryption keys. Euclid standardized its data security with an online data storage solution. Find out about the benefits, including secure online file sharing and collaboration; auditable document access for regulatory compliance; and lower cost of operations.

managing independent insurance agents   Read More

Gibson Consulting Group, for Katy Independent School District (ISD)


To select a new enterprise resource planning (ERP) system, Katy Independent School District (Katy ISD) turned to Gibson Consulting Group to manage the project’s complexities. Gibson partnered with TEC, taking advantage of the eBestMatch decision support system (DSS). Find out how TEC and Gibson helped Katy ISD reduce the cost and duration of the selection project, and deliver a compelling business case to stakeholders.

managing independent insurance agents  Decision Support System for Managing | DSS Vendors | Gibson for Independent School District | Katy Isd Seeks Help from Gibson Consulting | TEC Software Evaluation | Technology Evaluation Center DSS | Decision Support Systems Research | What is the Role of Decision Support Systems | TEC DSS Information Systems | DSS Organization | DSS Business | TEC DSS Website | Decision Making Support Systems | Strategic Support Systems | DSS Reports | Read More

Reducing the Risks of Managing Web Services Environments


There was a time when companies went with one platform, and stuck with it, hiring IT staff with that technology in mind. That time has passed. Today, heterogeneity is the name of the game, with orga¬nizations having combinations of legacy software and distributed systems, across multiple platforms and applications. But while heterogeneity brings multiple benefits, it also involves serious risk.

managing independent insurance agents  the Risks of Managing Web Services Environments There was a time when companies went with one platform, and stuck with it, hiring IT staff with that technology in mind. That time has passed. Today, heterogeneity is the name of the game, with orga¬nizations having combinations of legacy software and distributed systems, across multiple platforms and applications. But while heterogeneity brings multiple benefits, it also involves serious risk. Read More

Pop-up Purchasing Agents


OutPurchase.com provides a full-service purchasing solution, including vendor and transaction management, for companies that have real business purchasing requirements but do not want to create their own purchasing infrastructure.

managing independent insurance agents  amount of time spent managing the vendors and the purchasing process, lowering costs of goods, improving access to quality suppliers, and a simplified procedure for handling service issues, especially with computers. Any company that has been handling all of this themselves will find it worth their while to investigate OutPurchase.com. Discuss with this service provider the product and service categories that are currently under development to see whether they also promise value to your company. We note Read More

Panorama NovaView - Managing by Exceptions


As business intelligence (BI) systems make more information available, the challenge is identifying the most relevant information. Traditional BI solutions take large amounts of data and place it in well formatted reports and views. But to better manage data overload, information workers need filters with business rules that highlight exceptional performance metrics that require immediate attention. Find out why.

managing independent insurance agents  NovaView - Managing by Exceptions As business intelligence (BI) systems make more information available, the challenge is identifying the most relevant information. Traditional BI solutions take large amounts of data and place it in well formatted reports and views. But to better manage data overload, information workers need filters with business rules that highlight exceptional performance metrics that require immediate attention. Find out why. Read More

Adrenalin Case Study: Bharti AXA Life Insurance




managing independent insurance agents   Read More

Building and Managing Self-adopting Teams


To gain a market advantage, today’s software development managers must determine how to deliver feature-rich, high-quality applications quickly and iteratively. To manage the complexity inherent in software development projects, agile development methods rely on self-organizing teams and tight deadlines. Learn how agile development can help your team deliver working products and continuously adjust to business needs.

managing independent insurance agents  and Managing Self-adopting Teams To gain a market advantage, today’s software development managers must determine how to deliver feature-rich, high-quality applications quickly and iteratively. To manage the complexity inherent in software development projects, agile development methods rely on self-organizing teams and tight deadlines. Learn how agile development can help your team deliver working products and continuously adjust to business needs. Read More