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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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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 property and casualty insurance agency


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

property and casualty insurance agency  most sectors of insurance (property and casualty, for example), it is 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

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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 Software Evaluation Report

This CRM Software Evaluation Report supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the Software Evaluation Report has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups. 

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PeopleSoft Building Muscles To Overcome The Rough Patch Part 1


The year 2001, which was an exceptional year of financial performance for PeopleSoft, including record total revenue, record profit, and more than $500 million of generated cash, might have become its liability as well, as it might be quite difficult to repeat.

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Back to the Future: Olde JWT Comes Back and Agency.com Feels the Pinch


When Lipton Brisk hired web expert Agency.com over JWT it got them more than it bargained for: an agency full of ideas that clashed with their image. JWT's persistence at getting its account back is an example that new and exciting and technology expertise doesn't buy much for pure plays if they don't understand their clients. And the world is changing –back.

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FlexiFinancials Suite


Flexi develops the FlexiFinancials suite of enterprise financial accounting software, which is geared primarily to the banking, insurance, and financial services industries. Flexi also provides implementation and support services for FlexiFinancials. Flexi’s accounting capabilities help companies streamline their business processes and the product’s technology allows for seamless integration with their current applications through powerful and flexible APIs using Web services or COM+. Flexi's applications provide the flexibility to operate on various database platforms including Oracle and MS SQL Server. The fully integrated enterprise resource planning (ERP) accounting suite includes modules for general ledger, accounts payable, accounts receivable, fixed assets, purchasing, and projects. Flexi products also have built-in capabilities to help address internal security regulations and external compliance issues such as Sarbanes-Oxley (SOX) and the Health Insurance Portability and Accountability Act (HIPAA).      

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Feds Buckle Down on Customer Information Security


In an effort to improve the state of consumer privacy, Federal Reserve Board, the Federal Deposit Insurance Corporation (FDIC), the Office of the Comptroller of the Currency (OCC), and the Office of Thrift Supervision, on January last year announced that they have put together joint guidelines to safeguard confidential customer information. The guidelines, that took effect last July, implement section 501(b) of the Gramm-Leach-Bliley Act (GLBA) initiated by the Senate Banking Committee, and passed into law on November 4, 1999. This announcement had significant implications for online banking institutions.

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Secure Analytics: Maximizing Data Quality and Minimizing Risk for Banking and Insurance Firms


Do you use real customer profiles and statistics to drive marketing efforts, or real employee data for salary or benefit analysis? While these activities are critical to success, they can put you at risk for a data breach. But with a data security system, you can maintain the data’s original properties, while giving clearance for key business activities to proceed. Learn how to assure your sensitive data is protected.

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Providing Integrated Solutions Through the Life Cycle of Project-based Businesses


Zavanti offers an end-to-end suite of solutions for the real estate, construction (property owners, developers, builders), and professional services verticals, as well as a series of implementation services including consulting and project management. In this report, TEC analyst Raluca Druta spotlights Zavanti, and outlines how the company's integrated suite of solutions helps property developers with their projects at each and every stage of the project life cycle.

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Guidewire Performance Management Guide


Insurance organizations are constantly replacing legacy systems and practices with streamlined ones that help them compete better. This brochure from Riverbed looks at Guidewire.

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Case Study: Cadbury plc


To reduce time to market and realize the full value of its intellectual property, Cadbury plc needed to ensure compliance with government regulations. The company launched a long-term data management strategy, which included storing all data in a central repository—a product lifecycle management (PLM) system. Find out how Cadbury not only ensured compliance but also improved its response to consumer and customer queries.

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Leveraging Intellectual Property: Why Corporate Knowledge and IP Are Critical to Your Business


Intellectual property (IP) is a valuable commodity. And today, companies can use new technology, new practices, and organizational alignment to reap the value of corporate IP. The catchphrase of the 80s and 90s was “other people’s money.” But the catchphrase for the new millennium is “other people’s IP.” (Part One of a two-part series.)

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Case Study: Financial Services Industry


The company is a financial services group with operations in banking, investment management and insurance. To maintain the profitability of its credit card business, the company maintains vast amounts of customer information. However, its Excel­based tools lack functionality. Learn how a business intelligence (BI) solution can help the company increase its customer base and derive greater profits from existing customers.

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