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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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Compare Software Solutions
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 agents


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 agents  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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Documents related to » property and casualty 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 carriers improve agent retention and at providing producers with the best service possible.

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Gaining Maximum Value from Information and Data: Managing Intellectual Property Assets


When it comes to data and storage management, midsize organizations often face similar issues to those of their larger counterparts. Rapid data growth, business continuity, and data archiving are just a few of the problems they must deal with. By coupling IP-based storage area network (SAN) technology with Ethernet-based SAN connectivity, however, organizations can gain higher levels of efficiency and effectiveness.

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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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Turn Your Call Center into a Strategic Asset


Successful organizations ensure that customers receive accurate answers and efficient follow-through on all commitments. Their call center agents are equipped to handle all incoming and outgoing transactions, and their managers can make decisions based on timely administration, maintenance, and reporting analytics. Learn how new technologies can help you improve your call center and reduce costs without losing customers.

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Emerging Security Threats Demand Comprehensive Infrastructure Monitoring


A multibillion-dollar crime industry is changing the security landscape. Cyber-theft of intellectual property, customer data, and money is on the rise—directly impact¬ing corporation’s bottom lines. To stay ahead of these targeted attacks, you need a comprehensive view of point secu¬rity solutions and infrastructure monitoring tools—without the cost-prohibitive labor hours involved in manual log analysis or proprietary aggregation tools.

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Spyware Meets HIPAA


With the advent of the US Health Insurance Portability and Accountability Act (HIPAA), security is no longer optional for health care organizations. As spyware risks grow, they must ensure that data is protected from unauthorized disclosure, and that it is available when needed. Thus, implementing anti-spyware measures is both a good business practice and a move towards ensuring regulatory compliance.

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Building the Customer-centric Enterprise


The insurance industry’s turn from an underwriting-oriented vision to a customer-centric view has been painfully slow. Success isn’t just a matter of delivering superior products and services, but of incorporating customer insight into enterprise strategy on an ongoing basis. Learn how you can use your customer segment data for customer analytics that can help you determine which segments to grow and which to retain.

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Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

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Methods of Linux Bare-metal Restore and Disaster Recovery


When it comes to disaster recovery (DR) software, companies should think of it as an insurance policy—not just software that recovers lost data. Being prepared for disaster makes good business sense, but oddly enough, few companies are. Because Linux distributions don’t include DR tools, companies must look to a file-based recovery solution that can recover the entire system and eliminate the need to rebuild.

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Successful 5010 and ICD-10 transition: An implementation roadmap


The 1996 US Health Insurance Portability and Accountability Act (HIPAA) was enacted to improve the portability of health care coverage. The new 5010 standard, requiring compliance by 2012, is expected to reduce individual companion guide requirements and promote consistent implementation across trading partners. Download this report to learn about a methodology designed to address transition challenges and help leverage the transition for competitive advantage.

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