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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...
 

 buckley insurance


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

buckley insurance  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

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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 » buckley insurance

Onyx-Delivering Excellence in Insurance


Customer process management (CPM)—the convergence of customer relationship management (CRM) and business process management (BPM)—can deliver significant gains in efficiency and standardization for insurance companies. Whether it’s providing real-time quotations for insurance policies, identifying cross-selling and renewal opportunities, or managing claims, CPM extends across the enterprise to ensure that each customer interaction becomes an opportunity for service excellence.

buckley insurance  Delivering Excellence in Insurance Customer process management (CPM)—the convergence of customer relationship management (CRM) and business process management (BPM)—can deliver significant gains in efficiency and standardization for insurance companies. Whether it’s providing real-time quotations for insurance policies, identifying cross-selling and renewal opportunities, or managing claims, CPM extends across the enterprise to ensure that each customer interaction becomes an opportunity for serv Read More

Case Study: Euclid Insurance


Euclid Insurance needed to allow clients and carriers to securely transfer sensitive data without straining the company’s IT resources or forcing use of cumbersome encryption keys. Euclid standardized its data security with an online data storage solution. Find out about the benefits, including secure online file sharing and collaboration; auditable document access for regulatory compliance; and lower cost of operations.

buckley insurance  Study: Euclid Insurance Euclid Insurance needed to allow clients and carriers to securely transfer sensitive data without straining the company’s IT resources or forcing use of cumbersome encryption keys. Euclid standardized its data security with an online data storage solution. Find out about the benefits, including secure online file sharing and collaboration; auditable document access for regulatory compliance; and lower cost of operations. Read More

HighJump Software Guarantees Fixed Prices


In addition to offering buyers a fixed price guarantee for upgrades to its SCE software, HighJump is challenging competitors to do the same.

buckley insurance  Software Guarantees Fixed Prices HighJump Software Guarantees Fixed Prices S. McVey - June 28, 2001 Event Summary Every veteran CIO knows how implementation cost overruns can marginalize the projected benefits of a new system before it is even live. System upgrades can pose even greater risk and expense. As any IT manager will attest, predicting the scope and cost of future upgrades is a task riddled with uncertainty. First, no one can reliably predict what the company's circumstances will be in Read More

The Old ERP Dilemma: How Long Should You Pay Maintenance?


After a company has decided to keep an existing ERP system, the next decision is how long should they continue to pay the vendor for maintenance.

buckley insurance  Old ERP Dilemma: How Long Should You Pay Maintenance? Introduction I recently had the privilege to sit with a group of about a dozen IT executives. What they shared was a common ERP system. Most people would think their ERP system was old (it was introduced in the 80's and the average length of time that these companies had been using the product was approximately eight years). Over the last few years, most of the individuals in the group had faced the issue of replacing their existing ERP system (see 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.

buckley insurance  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

Spyware Meets HIPAA


With the advent of the US Health Insurance Portability and Accountability Act (HIPAA), security is no longer optional for health care organizations. As spyware risks grow, they must ensure that data is protected from unauthorized disclosure, and that it is available when needed. Thus, implementing anti-spyware measures is both a good business practice and a move towards ensuring regulatory compliance.

buckley insurance  Meets HIPAA With the advent of the US Health Insurance Portability and Accountability Act (HIPAA), security is no longer optional for health care organizations. As spyware risks grow, they must ensure that data is protected from unauthorized disclosure, and that it is available when needed. Thus, implementing anti-spyware measures is both a good business practice and a move towards ensuring regulatory compliance. Read More

SAP Industry Solutions for Mid-market Companies


For over a decade, SAP has offered industry-specific applications, starting with oil and gas and utilities solutions. Media, insurance, chemicals, banking, and public sector offerings have followed, highlighting SAP's lesser-known side as a market-oriented provider of industry-tailored solutions.

buckley insurance  Industry Solutions for Mid-market Companies Introduction For well over a decade, SAP AG (NYSE: SAP) has been offering market-leading enterprise applications software tailored to specific industries, starting with the oil and gas and the utilities industries (the original SAP industries). Other industries, such as media, insurance, chemicals, banking, and the public sectors have followed, highlighting SAP's lesser-known side as a market-oriented provider of industry-tailored solutions for midsized Read More

Salesforce.com Offers Financial Industry Solutions


Salesforce.com announced Salesforce1 for Financial Services, with the idea to better help retail banks, wealth management companies, and insurance providers attract, connect with, and retain customers. The cloud platform leader expects significant demand for customer relationship management (CRM) solutions from private enterprises and governmental organizations.

buckley insurance  com Offers Financial Industry Solutions Salesforce.com announced Salesforce1 for Financial Services , with the idea to better help retail banks, wealth management companies, and insurance providers attract, connect with, and retain customers. The cloud platform leader expects significant demand for customer relationship management (CRM) solutions from private enterprises and governmental organizations operating in the following six global industries: financial services/insurance, healthcare/life Read More

ORSA, the Corner Stone of the Solvency II Regime


The move toward principle-based regulations across the European insurance world puts a strong emphasis on corporate governance programs. Under their Own Risk and Solvency Assessment (ORSA) plans, insurance firms have to align their enterprise risk management processes with their strategic business plans. This article looks, in more detail, at some of the main Solvency II ORSA requirements, and how European insurance companies can use enterprise risk management platforms to support these key management needs.

buckley insurance  the Corner Stone of the Solvency II Regime The move toward principle-based regulations across the European insurance world puts a strong emphasis on corporate governance programs. Under their Own Risk and Solvency Assessment (ORSA) plans, insurance firms have to align their enterprise risk management processes with their strategic business plans. This article looks, in more detail, at some of the main Solvency II ORSA requirements, and how European insurance companies can use enterprise risk Read More

Acidaes Solutions


Acidaes is a specialist CRM solutions company providing services to customers in the global market. CRMnext is our flagship product and is available as both an on-premise or on-cloud solution. Acidaes has practiced leadership in over 11 industry verticals, where we work with companies to help them make the most of their relationships with customers. Our key vertical editions are Banking, Financial Services, Insurance, Media, Pharmaceutical, Telecom, Entertainment, Energy, Manufacturing and more. We work very closely with our customers, leveraging our extensive domain expertise to enhance their business efficiency by improving processes and practices. This combination of competency and commitment to results are the key to our success in the global market. CRMnext is a single platform solution, currently available in nine countries. Myriad industry verticals are using our software for peak performance and elevated customer experience. Our commitment is excellence through - Thought Leadership, Practice Leadership and Technology Leadership.

buckley insurance   Read More

Methods of Linux Bare-metal Restore and Disaster Recovery


When it comes to disaster recovery (DR) software, companies should think of it as an insurance policy—not just software that recovers lost data. Being prepared for disaster makes good business sense, but oddly enough, few companies are. Because Linux distributions don’t include DR tools, companies must look to a file-based recovery solution that can recover the entire system and eliminate the need to rebuild.

buckley insurance  of Linux Bare-metal Restore and Disaster Recovery When it comes to disaster recovery (DR) software, companies should think of it as an insurance policy—not just software that recovers lost data. Being prepared for disaster makes good business sense, but oddly enough, few companies are. Because Linux distributions don’t include DR tools, companies must look to a file-based recovery solution that can recover the entire system and eliminate the need to rebuild. Read More

Benefits Management Benchmark: Technology Automation and Employee Self-service


To many executives, health insurance cost increases are as predictable as death and taxes. That’s why best-in-class organizations are embracing strategies which optimize benefit cost per employee. To succeed, these companies focus on wellness programs, clear communications about benefits choices, and benefits automation as part of an integrated system. And to compete effectively, other organizations will need to follow suit.

buckley insurance  Management Benchmark: Technology Automation and Employee Self-service To many executives, health insurance cost increases are as predictable as death and taxes. That’s why best-in-class organizations are embracing strategies which optimize benefit cost per employee. To succeed, these companies focus on wellness programs, clear communications about benefits choices, and benefits automation as part of an integrated system. And to compete effectively, other organizations will need to follow suit. Read More

Document Management System (DMS)


Document management systems (DMS) assist with the management, creation, workflow, and storage of documents within different departments. A DMS stores documents in a database and associates important information about the documents, to the documents (known as metadata). Most systems provide workflow engines to design and support document creation, publication, and usage. DMS solutions are often used by insurance and health care industries, government bodies, or other organizations processing high volumes of documents.

buckley insurance  Management System (DMS) Document management systems (DMS) assist with the management, creation, workflow, and storage of documents within different departments. A DMS stores documents in a database and associates important information about the documents, to the documents (known as metadata). Most systems provide workflow engines to design and support document creation, publication, and usage. DMS solutions are often used by insurance and health care industries, government bodies, or other Read More

PeopleSoft - Are Business Intelligence and e-Commerce Enough?


PeopleSoft is currently developing the PeopleSoft Business Network (PSBN), which should incorporate business transactions, knowledge and analytical tools within and beyond enterprise boundaries. PSBN and EPM initiatives have the potential to increase revenues, however the coveted 50%+ annual growth is not achievable without strong product offerings in CRM and manufacturing area...

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