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Software Evaluation Features and Functions

Before you can begin comparing enterprise software solutions, it's important to understand the features and functions that you need to run your business.Below, you'll find links to comprehensive models of features and functions for several types of enterprise software, accounting, asset management, business intelligence (BI), content management systems (CMS), enterprise resource planning (ERP), human capital management (HCM), product lifecycle management (PLM), product portfolio management (PPM), relationship management, and supply chain management (SCM). These feature/function models can help you better understand vendor offerings as you compare software solutions, including

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Advisor Contract Assignment Features and Functions



  • Contracts assigned to individual advisors

  • Track contract assignment

  • Track contract number or solicitor number

  • Track effective and expiration dates

  • Track supervisor name and supervisor contract

  • Track the line of business for which the contract is valid

Insurance-Specific Commission Tracking Features and Functions
Use this index to search for white papers related to commonly used search terms A B C D E F G H I J K L M N O P Q R S T U V W X Y Z Others 
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