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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...
 

 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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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 » software for insurance agent

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

software for insurance agent  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 market, with the ability to handle high volumes of  workflows  that coordinate people, data/documents, and enterprise systems. The product’s architecture is Read More

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.

software for insurance agent  Most customer-serving institutions need software solutions that can deliver services that are personalized to the customer's needs. Take, for example, an insurance company that has many distinct lines of insurance products but no common customer database, leading to the disastrous result of several agents calling on the same accounts. Such disorganization is not only costly and inefficient, but it also creates a great deal of customer dissatisfaction, annoyance, and ultimately, defection. By implementing Read More

Progress Software Rounds Out its RPM Offering with Corticon Buy


Progress Software (NASDAQ: PRGS), a software solutions and platforms provider that enables enterprises to be operationally responsive, is ending 2011 on quite a positive note. Not long after its partner and user conference Progress Revolution 2011 this fall (see TEC’s exhaustive report on the multiday event), the company first picked its new CEO in Autodesk’s former top executive Jay Bhatt in late

software for insurance agent  Software (NASDAQ: PRGS), a software solutions and platforms provider that enables enterprises to be operationally responsive, is ending 2011 on quite a positive note. Not long after its partner and user conference Progress Revolution 2011 this fall (see TEC ’s  exhaustive report on the multiday event ), the company first picked its  new CEO in Autodesk ’s former top executive Jay Bhatt in late November  (well thought-out succession planning, as the company’s outgoing CEO Rick Reidy announced Read More

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.

software for insurance agent  a new suite of software technologies that provide a single point of entry for prospects and health plan providers (including agents) to educate a new or renewing insured on the full value proposition of each plan offering. The software then recommends the best plans, highlighting the it between plan features and prospect needs, to enhance the overall sales process and close rates. Behind the scenes, the same technology suite measures and records all prospect preferences to allow sales, marketing, advertis Read More

CARL Software


Founded in 1985, CARL Software specializes in computerized maintenance management systems (CMMSs) and enterprise asset management (EAM) software. The company is headquartered in Limonest (France), with offices in Paris (France), and international offices in Canada, Germany, Italy, Spain, and the United States (US).

software for insurance agent  Software Founded in 1985, CARL Software specializes in computerized maintenance management systems (CMMSs) and enterprise asset management (EAM) software. The company is headquartered in Limonest (France), with offices in Paris (France), and international offices in Canada, Germany, Italy, Spain, and the United States (US). BEGINLYX Read More

Insurance


Insurance is probably one of the oldest human economic activities, appearing not long after the advent of trade, and developing as a way of protecting merchants from unforeseen events (natural catastrophes, robberies, etc.). There is evidence of traders using insurance for risk management as early as the third millennium BCE (“before the common era”).

Nowadays, insurance is one of the most complex areas of the financial sector, covering a wide range of risks for both personal and business activities. Most insurance companies offer similar products, which makes competition quite fierce. Here are some of the characteristics of the insurance sector:

software for insurance agent  Insurance is probably one of the oldest human economic activities, appearing not long after the advent of trade, and developing as a way of protecting merchants from unforeseen events (natural catastrophes, robberies, etc.). There is evidence of traders using insurance for risk management as early as the third millennium BCE (“before the common era”). Nowadays, insurance is one of the most complex areas of the financial sector, covering a wide range of risks for both personal and business Read More

ERP for Services (Non-manufacturing) for Industrial Automation


A multinational consulting company specializing in industrial automation was looking for a fully integrated enterprise resource planning (ERP) solution to replace its legacy system—a patchwork of point solutions.

To find the right solution, the company turned to TEC for a software evaluation and selection project.

Starting with a list of nine qualified solutions, TEC issued requests for information (RFIs) to each of the vendors. Based on the RFI responses, the company was able to compare the nine solutions and develop a shortlist of the three most promising ones for in-depth evaluation.

TEC also helped the company collect market data, and prepare scripts for a formal demonstration session—a key component of the final selection process.



software for insurance agent  for Services (Non-manufacturing) for Industrial Automation Company Profile Industry:   Business Services and Consulting Annual Revenue Range:   $10 to $50 million Company Size:   101 to 250 employees Number of Sites:   2–10 sites Approx. Num Of Users:   101–200 users Region:   Africa Asia Southeast Asia (including the Far East and Japan) Europe (east and south) Europe (west and north, including the United Kingdom) Latin America (Mexico, Central America, and South America) North America Read More

IFS Applications (version 8.0) for ERP for the Mining Industry Certification Report


IFS Applications (v. 8.0) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for the mining industry in the 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.

software for insurance agent  for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. Read More

The Service Equation: 4 Keys for IT to Create Value for the Business


IT organizations struggle with the challenges of shrinking budgets, ever-changing technology, compliance pressures, and more. For greater efficiency, many IT organizations are turning to information technology service management (ITSM) to help improve processes. But there’s still too much focus on technology and not enough on business outcomes. Learn key strategies for changing your approach to delivering IT services.

software for insurance agent  Service Equation: 4 Keys for IT to Create Value for the Business IT organizations struggle with the challenges of shrinking budgets, ever-changing technology, compliance pressures, and more. For greater efficiency, many IT organizations are turning to information technology service management (ITSM) to help improve processes. But there’s still too much focus on technology and not enough on business outcomes. Learn key strategies for changing your approach to delivering IT services. Read More

TOWER Software


TOWER Software provides enterprise content management (ECM) solutions to government and regulated industries, as well as electronic document and records management (EDRM) solutions. TOWER Software is a privately held company with operations in North America, Europe, and Asia Pacific, and maintains strategic partnerships with technology and information management companies including Microsoft, Hewlett Packard, Adobe Systems, and Kofax. The vendor is headquartered in Canberra (Australia).

software for insurance agent  Software TOWER Software provides enterprise content management (ECM) solutions to government and regulated industries, as well as electronic document and records management (EDRM) solutions. TOWER Software is a privately held company with operations in North America, Europe, and Asia Pacific, and maintains strategic partnerships with technology and information management companies including Microsoft, Hewlett Packard, Adobe Systems, and Kofax. The vendor is headquartered in Canberra (Australia). Read More

Oracle JD Edwards EnterpriseOne 9.0 for ERP for Process Manufacturing Certification Report


Oracle JD Edwards EnterpriseOne 9.0 is now TEC Certified for online evaluation of process manufacturing solutions in the enterprise resource planning (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.

software for insurance agent  for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. Read More

Advanced Projects for Microsoft Dynamics AX v.4.0 from Adeaca: PPM for PSA Certification Report


Advanced Projects for Microsoft Dynamics AX v.4.0 from Adeaca is now TEC Certified for online evaluation of product portfolio management (PPM) for professional services automation (PSA) in TEC's PPM for PSA 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.

software for insurance agent  for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. Read More

IntegrateIT ERP 123 V7.2.561 for ERP for Distribution Product Certification Report


Technology Evaluation Centers (TEC) is pleased to announce that IntegrateIT product ERP 123 is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution 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.

software for insurance agent  for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. Read More

Managing Risk in Enterprise Software Selection


Selecting and implementing new enterprise software changes your company, and the business processes that drive it. How you handle these changes can make the difference between implementation failure and success. Download this report to learn the steps to take--and the mistakes to avoid--to ensure a successful project outcome. You'll also learn why it's essential to deal with risk before the implementation phase--when it may be too late.

software for insurance agent  Risk in Enterprise Software Selection Selecting and implementing new enterprise software changes your company, and the business processes that drive it. How you handle these changes can make the difference between implementation failure and success. Download this report to learn the steps to take--and the mistakes to avoid--to ensure a successful project outcome. You'll also learn why it's essential to deal with risk before the implementation phase--when it may be too late. Read More