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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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 software for insurance agent


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

software for insurance agent  of software solutions, Callidus Software , a San Jose, California (US)-based vendor of sales performance management (SPM) and enterprise incentive management (EIM) solutions, has launched a product suite to address the unique issues that insurance carriers must contend with regularly. For more background, please see How Can Insurance Carriers Retain and Reward True Producers? So What's the Solution, Then? Logically, a unified solution suite that delivers producer administration, incentive management, and

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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 » software for insurance agent

NextGen Health Care: How Technology Can Help Make Consumer-directed Health Care a Reality


Software technologies can provide a single point of entry for prospects and health plan providers to educate new or renewing prospects on the full value of each offering. Behind the scenes, these technologies can also record all prospect preferences to allow sales, marketing, advertising, and product development to benefit from more targeted offerings and personalized messaging, at greatly reduced costs.

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Integrating Customer Relationship Management and Service Resolution Management


The business case for integrating call center service resolution management into customer relationship management is becoming increasingly obvious, as companies need to rely more on inbound (customer-generated) calls than on outbound telemarketing efforts.

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The Wizardry of Business Process Management - Part 3


Part 1 of this blog series provided a lengthy discussion about business process management’s (BPM's) necessary parts and parcels, and the software category’s value proposition. At the end of the article, I mentioned my recent attendance of a witty presentation that attempted to explain the essence of BPM via some humor and metaphor of the classic “Wizard of Oz” movie. Namely, on March 23, 2009,

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Progress Software Revs Up to Higher RPM via Savvion - Part 2


Part 1 of this series began to analyze the recent merger of Progress Software Corp. [NASDAQ: PRGS] and Savvion Inc. With this acquisition, Progress has made a large leap into the business process management (BPM) space, from which has been notably absent. The article asserted that Savvion BusinessManager 7.5 [evaluate this product] is one of the most mature BPM suites in the

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PPM for PSA Software Review: NetSuite OpenAir


This product portfolio management for professional services automation (PPM for PSA) software review report examines the PPM for PSA software by NetSuite and its support for business management processes against known benchmarks. It assesses NetSuite OpenAir for PPM for PSA functionality and reviews the product’s support capacity with a focus on:

  • Portfolio and Project Management
  • Resource Planning and Scheduling
  • Opportunity, Contact, and Contract Management
  • Time and Expense Management
  • Budgeting, Costing, and Billing
  • Knowledge Management, Collaboration, and Analysis
  • Third-party Integration

The report also contains an independent analyst’s review of the PPM for PSA software based on a demonstration provided by NetSuite. The review identifies the features of NetSuite OpenAir that distinguishes it from other business process management solutions, including its integration capability with NetSuite’s SuiteApp.com application store, its multicurrency and multi-tax support feature, and its mobile compatibility for use over various device types. In this review, the analyst outlines the software provider’s implementation process, support model, and target user base.

NetSuite OpenAir achieved TEC certification status for its PPM for PSA software solution by completing TEC’s certification program, which includes a demonstration of the PPM for PSA software’s support for specific real-world business process and a detailed functional benchmarking analysis.

Based on a demonstration of NetSuite OpenAir, a TEC analyst has assessed the PPM for PSA software’s features, evaluating the software against known industry benchmarks, to determine that NetSuite OpenAir by Aptean is a strong manufacturing ERP system.

Download this software review report for product analysis and comparison, an in-depth analyst commentary, and to learn more about how NetSuite OpenAir can help businesses achieve their PPM for PSA objectives.

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Sunrise Technologies' Apparel & Footwear Template for Microsoft Dynamics AX: ERP for Fashion Certification Report 2011


Sunrise Technologies' Apparel & Footwear Template for Microsoft Dynamics AX is now TEC Certified for online evaluation of enterprise resource planning (ERP) for fashion packages in TEC's ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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SAP for Chemicals: A Packaged Solution for Mid-market Companies


Packaged solutions for the chemicals industry are available from SAP and selected partners. Still, given a number of other viable solutions, prospective users will have to decide whether SAP would indeed be the best solution without the packaged option.

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Epicor for Service Enterprises: ERP for Services (Non-manufacturing) Competitor Analysis Report


The enterprise resource planning (ERP) for services knowledge base is appropriate for organizations in service-oriented industries. It consists of enterprise-wide integrated information systems that manage the operations, services, and resources of non-manufacturing organizations.

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Navigator Business Solutions Navigator One for SAP Business One (v88) for Discrete ERP Certification Report


Navigator One for SAP Business One (v88) is now TEC Certified for online comparison of discrete enterprise resource planning (ERP) software in TEC's Evaluation Centers. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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CHAMPS Software, Inc.


Champs Software, Inc. is focused on creating and implementing software solutions that enable large enterprises to optimize the life cycles of their capital assets.

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