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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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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.
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 free templates broker insurance


PeopleSoft - Catching Its Second Wind From The Internet Part 2: Strengths and Challenges
PeopleSoft invested two years and over a half billion dollars to develop new Internet-based enterprise applications. It now has a pure Internet platform a new

free templates broker insurance  deployment time (browsers are free and often pre-installed), it should also allow access to anyone with a cell phone, hand held or browser equipped machine, which is an attractive prospect for remote offices, sales teams, and business partners. To that end, PeopleSoft currently offers an impressive range of mobile applications. Also, PeopleSoft's architecture will challenge competitors' offerings with advanced XML messaging and application programming interfaces (APIs) options that promise to ease

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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 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  

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Liferay


Liferay is an open source company that provides both free documentation and paid service to users of its software. Liferay Portal, an enterprise Web platform, is designed for building business solutions that combine social networking, portals, publishing, content-based collaboration, and identity management. Liferay Portal Community Edition (CE) is offered through the active community, while Liferay Portal Enterprise Edition (EE) is a commercial offering with updates and full support.

free templates broker insurance  company that provides both free documentation and paid service to users of its software. Liferay Portal, an enterprise Web platform, is designed for building business solutions that combine social networking, portals, publishing, content-based collaboration, and identity management. Liferay Portal Community Edition (CE) is offered through the active community, while Liferay Portal Enterprise Edition (EE) is a commercial offering with updates and full support. Read More

SAP Expands Its Insurance Solution via Camilion Acquisition


It appears that SAP HANA’s launch has been the catalyst for not only in-house innovation, but also SAP’s onslaught of tuck-in acquisitions of its close partners. After the recent SmartOps acquisition in the supply chain management (SCM) space, SAP today announced plans to acquire Camilion, a provider of insurance product development, product lifecycle, and underwriting solutions that help

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How One Vendor's Software Solutions Address the Insurance Industry's Unique Issues


Callidus Software's latest enterprise incentive management and sales performance management product suite for the insurance sector aims at helping insurance carriers improve agent retention and at providing producers with the best service possible.

free templates broker insurance  Callidus Software,Callidus TrueProducer,sales performance management,SPM,enterprise incentive management,EIM,sales force,sales channels,insurance industry,insurance carriers,visibility,incentive compensation plans,SPM phases,contract payment hierarchy,insurance producer Read More

Gateway, Dell Plan Windows-free Appliances


Gateway, Dell and others plan desktop 'Internet appliances' -- running on little or no Microsoft software.

free templates broker insurance  an attempt to break free of Microsoft's OS domination. However, even though Microsoft has no official offering yet in this area, we believe they will within three years, especially if NCs gain market share in the next nine to twelve months. User Recommendations Because of the inherent risk in jumping on a bandwagon prematurely, corporate users should adopt a wait and see attitude - or at least proceed cautiously. Making a wholesale switch to an NC-centric corporate model is not recommended at this Read More

The Paperless Office: Accepting Digitized Data


Of the many industries that are attempting to go paperless, the insurance industry has been on the leading edge of a completely digital environment. For companies in insurance industries, as well as other types of organizations looking to digitize their offices, there are a number of implications. Learn about the realities of a paperless office environment, and how your company can take steps to become paperless.

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Accolade


Sopheon Accolade provides automation capabilities, collaboration, workflow and best practices templates across all innovation management, new product development (NPD) and product portfolio management (PPM) processes. The fully integrated solution supports all processes and constituencies involved in the entire product and/or service lifecycle. Starting with Innovation Planner for strategic innovation planning to connect initiatives with business objectives and identify opportunities and gaps. Vision Strategist provides advanced strategic roadmapping automation capabilities to connect innovation strategies with market, product / service and technology planning. Once the strategic plans are defined, Idea Lab provides idea and concept development (ideation) using campaigns, communities, open innovation, collaboration and other methods to produce high-value ideas and validated concepts as initiatives. Process Manager provides innovation process and project automation and execution for developing the initiatives using Stage-Gate®, Agile, PACE®, DoD 5000 modeling, Lean Six Sigma, phase-gate, DFSS and other processes / methodologies. Innovation process accelerators and collaborative workflow facilitate productive and cost-effective NPD/PPM processes. Portfolio Center provides advanced top-down and bottom-up product portfolio management including advanced optimization, portfolio classes, accelerators and resource / capacity planning. The product is modular, enabling companies start in the functional area of immediate need and expand to additional functionality as their solution implementation matures. Extensive analytics are included across all areas of the solution. Integration with Microsoft Project and SharePoint integration is also available.

free templates broker insurance  Sopheon Accolade provides automation capabilities, collaboration, workflow and best practices templates across all innovation management, new product development (NPD) and product portfolio management (PPM) processes. The fully integrated solution supports all processes and constituencies involved in the entire product and/or service lifecycle. Starting with Innovation Planner for strategic innovation planning to connect initiatives with business objectives and identify opportunities and gaps. Read More

Survey Shows TEC Clients Have More Successful IT Implementations


Click here to download your free pdf copy of TEC best practices for software selection.

free templates broker insurance  here to download your free PDF copy of TEC Best Practices for Software Selection . Inside you'll find a best-practice approach to software evaluation and selection developed by TEC's experts in over 15 years of helping organizations like yours. If you like what you see, I invite you to contact me at 514-954-3665 ext. 404 or at selectionservices@technologyevaluation.com , and I'll be pleased to provide you with more information on how we can be of assistance to you. Regards, Lorne Goloff Vice President, Read More

BOARD International


BOARD International is a global provider of software for improving business results through better decision making. By unifying business intelligence and corporate performance management into a single product, BOARD enables companies to achieve a shared vision of their performance across the entire organization. Since 1994, BOARD has helped organizations improve their business performance in the following application areas:   • Reporting and analysis • Budgeting, planning, and forecasting • Profitability modelling and optimization • Simulation and what-if analysis • Scorecarding and strategy management • Financial consolidation   Headquartered in Switzerland, BOARD International has branches in the USA, U.K., Benelux, Germany, France, Italy, Spain, UAE, Singapore, Australia, India, Japan, Hong Kong, Argentina, and Mexico, and a worldwide network of distributors and certified partners. 

free templates broker insurance  BOARD International offers a programming-free toolkit for the development of business intelligence (BI) and corporate performance management (CPM) software applications. A toolkit approach to BI and CPM represents a unique new, cost-effective way for companies to maximize their CPM and BI implementations. This approach provides significant advantages over traditional offerings, which have proven to be rigid, application-driven, hard to implement, and costly. With more than 2500 customers worldwide and Read More

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.

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Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

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Secure Analytics: Maximizing Data Quality and Minimizing Risk for Banking and Insurance Firms


Do you use real customer profiles and statistics to drive marketing efforts, or real employee data for salary or benefit analysis? While these activities are critical to success, they can put you at risk for a data breach. But with a data security system, you can maintain the data’s original properties, while giving clearance for key business activities to proceed. Learn how to assure your sensitive data is protected.

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Case Study: Junk Removal Service Finds Gold with Microsoft Dynamics CRM Online


A residential and commercial junk removal company with a toll-free call service was using an industry-specific customer relationship management (CRM) solution that couldn’t be customized. The company needed a CRM system that could capture, share, and use customer data specific to its operations, to acquire and retain more customers. Discover how the hosted CRM solution helps ensure business continuity and other benefits.

free templates broker insurance  removal company with a toll-free call service was using an industry-specific customer relationship management (CRM) solution that couldn’t be customized. The company needed a CRM system that could capture, share, and use customer data specific to its operations, to acquire and retain more customers. Discover how the hosted CRM solution helps ensure business continuity and other benefits. Read More

SAP, Oracle, Consona, Epicor, Exact - Software Comparisons


Use these links to begin your fast, free software comparison today: ERP for Discrete Manufacturers ERP for Process Manufacturers ERP for Wholesale ...

free templates broker insurance  to begin your fast, free software comparison(s) today: ERP for Discrete Manufacturers ERP for Process Manufacturers ERP for Wholesale and Distribution Accounting for small and midsized businesses Business Intelligence (BI) Human Resources (HR) Customer Relationship Management (CRM) Sponsored by Technology Evaluation Centers For assistance, please contact customer service. Hours: 8:00 AM to 5:30 PM EST. Phone: +1 514-954-3665, ext.367. Read More

Case Study: Greater Visibility Gives Staffco a Competitive Edge


Staffco, employing nearly 20 high-level sales engineers, sought a customer relationship management (CRM) system to free itself from the manual processes of its 2- to 3-year sales cycles, with lengthy design and test processes and associated reporting needs. Maximizer CRM’s functionalities, including automated reporting and a project management system, resulted in time and costs savings for Staffco. Learn how.

free templates broker insurance  management (CRM) system to free itself from the manual processes of its 2- to 3-year sales cycles, with lengthy design and test processes and associated reporting needs. Maximizer CRM’s functionalities, including automated reporting and a project management system, resulted in time and costs savings for Staffco. Learn how. Read More