X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 wisconsin insurance agency


Why Privately Held Manufacturers Should Implement IFRS-ready ERP Solutions
While regulatory requirements to adopt International Financial Reporting Standards (IFRS) may be a concern for publically traded companies only, there are

wisconsin insurance agency  is a University of Wisconsin Executive MBA guest lecturer, and makes regular presentations. She is a board member of the Insurance Accounting and Systems Association (IASA) and a member of the Finance Executives Institute (FEI), the American Institute of Certified Public Accountants (AICPA), and the Institute of Internal Auditors (IIA). Mitch Dwight is the CFO at IFS North America. Dwight has an in-depth understanding of the enterprise applications industry, having previously worked as a business

Read More


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. 

Evaluate Now

Documents related to » wisconsin 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 largest companies in the world. The vendor is aiming to cement its leadership within the insurance sector.

wisconsin insurance agency  Can Insurance Carriers Retain and Reward True Producers? Not long ago, we published an extensive report on Callidus Software (NASDAQ: CALD), a leading San Jose, California (US)-based provider of on-premise and on demand sales performance management (SPM) and enterprise incentive management (EIM) solutions for global companies across multiple industries (see Enterprise Incentive Management Leader Responds to Market Demands ). The vendor's products allow large enterprises to strategically and holistically Read More

Case Study: Interdyn


Interdyn, a solution integrator specializing in the Microsoft Dynamics line, showed an insurance brokerage how to access the data locked in its customer relationship management (CRM) system. After being shown a business intelligence (BI) solution made just for Dynamics CRM, the client immediately saw the value of having its CRM data presented in visual reports using dashboards showing multiple metrics. Learn more.

wisconsin insurance agency  Study: Interdyn Interdyn, a solution integrator specializing in the Microsoft Dynamics line, showed an insurance brokerage how to access the data locked in its customer relationship management (CRM) system. After being shown a business intelligence (BI) solution made just for Dynamics CRM, the client immediately saw the value of having its CRM data presented in visual reports using dashboards showing multiple metrics. Learn more. Read More

Sizing the Enterprise Incentive Management Opportunity-And the Challenges Ahead


Pure-play enterprise incentive management (EIM) vendors who have focused on providing the capability to manage highly complex compensation systems will be well positioned to take advantage of the major growth projected in the EIM market.

wisconsin insurance agency  the Enterprise Incentive Management Opportunity-And the Challenges Ahead It's no wonder that in mid-2006, the results of a enterprise incentive management (EIM) market sizing study conducted by Evalueserve showed that the overall worldwide market for EIM solutions was estimated at $3 billion (USD) in 2005, although one has to note that this market mainly consisted of homegrown solutions (91 percent). The global third party packaged software market for EIM solutions is expected to grow at a compound a Read More

Historic Edgewater Hotel Selects Infor SunSystems Financials


The historic Edgewater hotel in downtown Madison, Wisconsin, has selected the Infor SunSystems hospitality-specific financial management solution. The Edgewater chose Infor SunSystems over other notable contestants because of its accounting and budgeting functionality.

wisconsin insurance agency  hotel in downtown Madison, Wisconsin, which just underwent a multimillion-dollar expansion and renovation and reopened in October, has selected the Infor SunSystems hospitality-specific financial management solution . The hotel’s revitalization included a new hotel tower as well as the restoration of the two original buildings.   The Edgewater chose Infor SunSystems over other notable contestants because of its accounting and budgeting functionality and ability to meet the hotel's needs right out of Read More

Eagle Technology


Eagle Technology, Inc. was founded in 1986 and is based in Mequon, Wisconsin (US). The company provides maintenance software for different sizes of operations ranging from the single-user who needs a basic CMMS, to large, multisite clients and Fortune 500 companies that need a fully-featured enterprise solution. It has customers in more than twenty-five countries. Eagle Technology services a diverse cross-section of industries ranging from manufacturing; healthcare; local, state, and federal governments; and the public school system and it internationally markets its products through distributors and direct sales. Eagle Technology offers installation assistance, technical support, and on- or off-site training options.

wisconsin insurance agency  is based in Mequon, Wisconsin (US). The company provides maintenance software for different sizes of operations ranging from the single-user who needs a basic CMMS, to large, multisite clients and Fortune 500 companies that need a fully-featured enterprise solution. It has customers in more than twenty-five countries. Eagle Technology services a diverse cross-section of industries ranging from manufacturing; healthcare; local, state, and federal governments; and the public school system and it Read More

6 Ways You Can Benefit from Telecom Expense Management


A national health insurance company’s spreadsheet-based telecom management process was leading to time and money wasted as staff tried to make up for lack of spend visibility. Further pressure to prepare the telecom function for upcoming merger activity pushed the company to find a technology that would effect immediate cost savings and long-term telecom expense management. Read more about the solution the company chose.

wisconsin insurance agency  Ways You Can Benefit from Telecom Expense Management 6 Ways You Can Benefit from Telecom Expense Management If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. The combination of AnchorPoint & MTS establishes the company as a leading provider of TEM solutions worldwide offering a full TEM solution suite for voice, data and wireless through various delivery models including software license, managed service, and fully outsourced. Source: Read More

Case Study: Agency for Services and Payment (ASP)


To demonstrate its suitability for a project to manage the administration and budget for several social employment measures, Agency for Services and Payment (ASP) only had a few months to find a collaborative dashboard solution to monitor the budget, activities, and financial indicators at all levels of the organization concerned with the project (national, regional, departmental, and local).

wisconsin insurance agency  Agency for Services and Payment (ASP), business intelligence, real-time BI, interactive data, collaborative business intelligence, collaborative BI, collaborative decision-making, mobile BI Read More

CRM Vendors Cash In On The Financial Services Industry


Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance companies. Firms in this industry have been forced to expand and reorganize their offerings around the customer rather than around products. This makes a perfect case for CRM, and leading vendors are enhancing their offerings to take advantage of the opportunities. Find out how Siebel, E.piphany, and Broadbase are staking their claim.

wisconsin insurance agency  Vendors Cash In On The Financial Services Industry CRM Vendors Cash In On The Financial Services Industry L. Talarico - November 2, 2000 Event Summary The 1933 Glass-Steagal Act that prohibited the alliance of banks, securities firms, and insurance companies was repealed in November of 1999. Its repeal is creating opportunities for CRM vendors as well as for financial services firms. Competitive pressures over the past 11 months have forced financial services firms to broaden and reorganize their Read More

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.

wisconsin insurance agency  for Financial and Insurance Markets Software Evaluation Report TEC's CRM for Financial and Insurance Markets Software Evaluation Report allows you to compare and analyze the features, functions, and services of multiple enterprise software solutions. Vendor responses are comprehensively rated on their level of support of for each criterion (supported, not supported, customization, future releases, etc.) to ensure you make and accurate and informed decision. This Software Evaluation Report provides Read More

Adrenalin Case Study: Bharti AXA Life Insurance




wisconsin insurance agency  Case Study: Bharti AXA Life Insurance Read More

Case Study: Celina Insurance Group


Celina Insurance Group, a mutual insurance carrier that serves eight states in the midwestern US, wanted to increase competitiveness against larger insurance carriers by integrating independent agents into business processes and providing superior services and support. Find out how a new collaborative extranet helped the company reduce policy turnaround times, improve service to agents and customers, and more.

wisconsin insurance agency  Study: Celina Insurance Group Celina Insurance Group, a mutual insurance carrier that serves eight states in the midwestern US, wanted to increase competitiveness against larger insurance carriers by integrating independent agents into business processes and providing superior services and support. Find out how a new collaborative extranet helped the company reduce policy turnaround times, improve service to agents and customers, and more. Read More

HIPAA Compliance and the eSureIT Online Backup Service


The US Health Insurance Portability and Accountability Act (HIPAA) of 1996 applies to health care providers, health plans, and clearing houses that electronically maintain or transmit health information. Among other things, these entities are required to have data backup plans, disaster recovery plans, and emergency mode operation plans. Fortunately, there is a way to meet these security and contingency requirements.

wisconsin insurance agency  Compliance and the eSureIT Online Backup Service The US Health Insurance Portability and Accountability Act (HIPAA) of 1996 applies to health care providers, health plans, and clearing houses that electronically maintain or transmit health information. Among other things, these entities are required to have data backup plans, disaster recovery plans, and emergency mode operation plans. Fortunately, there is a way to meet these security and contingency requirements. Read More

HarrisData


Headquartered in Brookfield, Wisconsin (US), HarrisData offers integrated software for midsized organizations. The company's enterprise resouce planning (ERP) solution provides core back office functionality, including accounting, inventory, purchasing, and sales management. Customer relationship management (CRM) and supplier relationship management (SRM) solutions extend ERP to offer advanced self-service and contact management functionality. A manufacturing execution system (MES) automates scheduling, dispatch, and data collection, fully integrating the shop floor into a company's business system in real time. A human resources information system (HRIS) delivers payroll, applicant tracking, human resources (HR), and time and attendance in an easy-to-use package.

wisconsin insurance agency  Headquartered in Brookfield, Wisconsin (US), HarrisData offers integrated software for midsized organizations. The company's enterprise resouce planning (ERP) solution provides core back office functionality, including accounting, inventory, purchasing, and sales management. Customer relationship management (CRM) and supplier relationship management (SRM) solutions extend ERP to offer advanced self-service and contact management functionality. A manufacturing execution system (MES) automates Read More

Automation: A Company's Best Ally Against Sales Tax Audits


Sales and use tax management is a challenge for every business, and there can be major financial repercussions if a taxing agency questions the figures. Automated solutions help businesses improve their reporting and workflow processes so they can comply with the myriad of sales and use tax laws and stand up to any audit examination. Read this white paper to learn about the problems with manual management, an inside look at audits and what auditors really look for, hidden costs of not putting the proper emphasis on reporting and compliance, and the benefits of automation solutions for sales and use tax.

wisconsin insurance agency  automation, sales tax, use tax, tax automation, tax management, audit, tax, tax reporting, tax compliance, Avalara Read More