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
 

 Sample RFP for Insurance Broker


On-Demand Software for BPM: Now Ready for Enterprise Adoption
Planning, forecasting, and reporting are among the business processes that, if strengthened with analytic software, can help companies improve their performance

Sample RFP for Insurance Broker  financial forecasting,financial analysis,financial reporting,financial budgeting,bpm,business performance management,financial reporting and analysis,financial analysis report,financial reporting software,business performance management solutions,financial reporting financial statement analysis and valuation,business performance management systems,financial analysis and reporting,business performance management tools,business performance management software

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 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 Response Management, Industry Vertical Module Availability, Product Technology  

Start Now

Documents related to » Sample RFP for Insurance Broker

Training for the Many… Learning for the One: How Successful Organizations Recognize the Difference and Use Technology to Deliver Both


Winston Churchill once said, “Personally, I’m always ready to learn, although I do not always like being taught.” Formal training and informal learning can be combined to create powerful education opportunities for groups and for individuals. Include personalization in the mix and you have a recipe for almost certain success. It sounds straightforward, but is the implementation of such programs as simple as it seems?

Sample RFP for Insurance Broker   Read More

Advanced project for Microsoft Dynamics AX: 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.

Sample RFP for Insurance Broker   Read More

9 Things to Look For in Lean Accounting Software for Manufacturers


I attended the Lean Accounting Summit in Orlando in September, and I’m still struck by the totally different attitudes of companies that choose lean transformation versus conventional non-lean companies. Lean thinking certainly isn’t new to the business community, but many managers and business influencers still have no clear understanding of lean. They typically pick and choose their lean

Sample RFP for Insurance Broker   Read More

Supply Chain Risk Management for Wholesale Distribution Companies: Planning for Disruption


Forward-looking companies are focusing on managing supply chain risk. The same functionality that supports supply chain network visibility, collaboration, and analytics can also enable supply chain risk management. This white paper shows that companies often actually possess the data they need, but disconnected systems impede the ability to make the right data accessible to the right people at the right time.

Sample RFP for Insurance Broker   Read More

Vitria OI 4: Data for Today and for the Future


Vitria is a long-time player in the provisioning of software solutions for analyzing information in real time. Founded in 1994 by two entrepreneurs—Drs. JoMei Chang and Dale Skeen, Vitria’s current chief executive officer (CEO) and chief technology officer (CTO), respectively, Vitria has evolved its operational intelligence and business process management (BPM) applications into mature and stable

Sample RFP for Insurance Broker   Read More

Financial Forecasting: Room for Improvement for People, Process and Technology


Preparing an accurate forecast in this volatile business climate is challenging. Still, it is critical for businesses to be able to predict outcomes for the next month, quarter or year, and be able to respond quickly when the actuals vary significantly from the forecast. Forecasting may be equal parts art and science, but the most dialed-in enterprises report using a solid, collaborative process for generating accurate forecasts.

Sample RFP for Insurance Broker   Read More

NetSuite Wholesale Distribution Edition v11.2 for ERP for Distribution Certification Report


NetSuite Wholesale Distribution Edition v11.2 is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution 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.

Sample RFP for Insurance Broker   Read More

Supply Chain Management for SMEs - A Boon for Achieving Distinction


The competitive drivers of the twenty-first century are time and service (responsiveness and flexibility). Many small and medium enterprises (SME) have implemented enterprise resource planning (ERP) as one of the technology tools to improve their performance. This whitepaper on supply chain management (SCM) for SMEs highlight the crucial role and importance of supply chains to SMEs, and distinguishes the different roles of ERP and SCM.

Sample RFP for Insurance Broker   Read More

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.

Sample RFP for Insurance Broker   Read More

Zdesign for consumer products- CPLM for Defense


Zdesign connects participants in fashion product development organizations, and manages the time-critical communications between trading partners. It brings together members of product development teams from design, sourcing, manufacturing, sales, and marketing.   Zdesign is project-based, which parallels the basic work unit for all product development-driven companies and mirrors their activities. Product development teams can initiate projects online, invite members of their internal and external teams to participate and conduct all of their business activities and communications in one place, from anywhere, anytime.   Zdesign technology can be configured to interface with and support various IT systems including enterprise resource planning (ERP), supply chain management (SCM), product data management (PDM), and computer-aided design (CAD).    

Sample RFP for Insurance Broker   Read More