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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.
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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 credit insurance


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

credit insurance  data such as sales credit, compensation, quota, and organizational changes, and compensation issues can be resolved quickly compared to doing so using manual-, e-mail-, and telephone-based systems. The huge volume of sales and incentive data and transactions must be integrated bidirectionally with such systems as sales order management, human resources (HR) and payroll, general ledger (G/L), accounts payable (A/P), sales force automation (SFA), and so on. In industries that rely heavily on indirect

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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 » credit insurance

SAP Users Speak Out on Credit and Collections Shortcomings


A recent survey of companies which have implemented SAP Accounts Receivable reveal more than a few areas where the system failed to deliver. Although nearly all reported one or more influences on credit and collections that did not relate to SAP, 70% of them felt shortcomings of SAP's A/R module were at least partly to blame for the observed rise in Days Sales Outstanding.

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A.M. Best Company


Founded in 1899, global credit rating agency A.M. Best Company focuses on the insurance industry. Its news source, Best’s Insurance News & Analysis, includes special reports, a monthly magazine, and a daily digest.

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Critical Business Functions: Misunderstood, Underutilized, and Undervalued Part One: Credit and A/R Management


The credit and collection function is the most misunderstood, underutilized, and undervalued area of business. When allied with the sales function, controlled A/R can generate a significant cash inflow playing a huge role in the prospect-to-cash cycle.

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The Sarbanes-Oxley Act May Be Just the Tip of a Compliance Iceberg


The Sarbanes-Oxley Act is not the only government regulation that enterprises must comply with. Several others make it imperative that appropriate enterprise resource planning and financial management systems provide comprehensive sets of financials and analytics capabilities to ensure compliance.

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iPayment Selects CallidusCloud's Commissions and Sales Enablement


iPayment, Inc., a provider of the merchant services business (credit and debit card payment processing services), has selected CallidusCloud's Commissions and Sales Enablement solutions to transform sales performance within its sales partner channels in North America. Callidus Software Inc., doing business as CallidusCloud, is a provider of sales and marketing effectiveness software.

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Credit Card Fraud Detection: Advanced Analytics in Action or Pure Luck?


Have you ever wondered how credit card companies are capable of detecting purchases that a particular card holder did not make? Do these companies make use of advanced analytics to detect fraudulent purchasing behaviors or do they simply detect these actions by pure luck? A recent incident with my credit card prompted me to investigate further. Here’s what happened. I recently

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Integrating RenderX XSL FO Technology with iText for High Performance Dynamic Forms Generation


Dynamic and customizable portable document format (PDF) forms have thousands of everyday uses. Monthly statements mailed to customers and insurance applications are just two. Creating these forms is easier than you might think, when the functionalities of two text solutions are combined. Get the details on how to merge document and formatting applications to create dynamic, customer-friendly PDFs.

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Managing Customer Returns and RMAs Using Microsoft Dynamics AX


Returned material authorization (RMA) built on sales order functionality, such as that used by Microsoft Dynamics AX, can drastically simplify RMA processes.

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Building the Customer-centric Enterprise


The insurance industry’s turn from an underwriting-oriented vision to a customer-centric view has been painfully slow. Success isn’t just a matter of delivering superior products and services, but of incorporating customer insight into enterprise strategy on an ongoing basis. Learn how you can use your customer segment data for customer analytics that can help you determine which segments to grow and which to retain.

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Most Misunderstood Link in Supply Chain Management


Business practices have changed dramatically through the years, but credit and collections is still handled like it was back in the 1950s. Fact is, it’s way past due to re-think this vital business function given today’s business realities.

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