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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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 independent insurance agency


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

independent insurance agency  carriers that have extensive independent distribution channels or numerous captive (exclusive) or non-captive agents. Informally referred to as a channel manager solution (and in tune with partner relationship management [PRM] conceptssee What Does the Future Hold for PRM? ), TrueProducer is Callidus's first industry-specific application. The insurance industry is the vendor's single most important sector; Callidus has more marquee insurance customers than anyone else in the market. While the product is u

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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. 

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Documents related to » independent insurance agency

Measuring the Business Value of IT


Many organizations do a poor job of measuring the business value of their IT investments. Simple financial metrics are not good enough. But there are a number of consistent, repeatable, and credible measurement methodologies that hold both business users and IT departments accountable. Compare four methodologies, and learn how adding one of them to your overall governance framework can improve your IT investment returns.

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Delivering Operational Excellence with Innovation: Enterprise Services Architecture for Enterprise Resource Planning


Changing business practices, especially those that consolidate business and IT functions, requires careful research and decision making. For companies needing to move beyond traditional enterprise resource planning (ERP) systems, enterprise service applications (ESA) can help reduce the complexity of having disparate IT systems. Find out about the benefits of ESA and how it can help you achieve operational excellence.

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Market Leaders of Global Trade Management


The strategic imperative to streamline the entire lifecycle of global trade has prompted JPMorgan and TradeBeam to acquire complementary companies. Logistics service providers also recognize that many customers want trade services, and are stepping up to the challenge.

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Managing Business Risk in the Food and Beverage Industry


Midsize food and beverage companies are striving to be more things to more markets, while ensuring consistent customer satisfaction and regulatory compliance. This industry is experiencing unprecedented opportunities at a time when reliability, quality, and food safety are growing concerns. Learn how business systems that tightly integrate vertical operations have helped these companies achieve a competitive advantage.

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Continuously Improving Business Performance at Johnstown Wire Technologies


When Johnstown Wire Technologies became an independent company, changes to its existing enterprise resource management (ERP) system were needed. Their goals were clear: improve the quality of the information it was working with, and at the same time reduce system costs. By partnering with its ERP provider in ongoing enhancements, Johnstown has doubled sales volume to approximately $100 million (USD).

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Delivering Superior Customer Value in Insurance


Effective management of customer data is a critical success factor for insurers. To provide products and service that stand out from the crowd, insurers need a 360-degree view of each customer that covers his or her entire experience with the company. Read this white paper on how information technology that supports tightly integrated, end-to-end business processes can increase insurer responsiveness and customer loyalty.

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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.

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Plexus Systems


Formed as an independent company in 1995, Plexus System LLC develops manufacturing systems for a variety of industries. This privately held company is currently headquartered in Auburn Hills, Michigan (US). Plexus System solutions include barcoded inventory tracking and real-time traceability, mobile computing, and Internet-based communication systems.

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Ethernet Enables the Smart Grid


The electrical power generation, transmission, and distribution system has survived for decades with limited intelligence. But today, independent power producers, green power sources, and new regulations require a smarter grid. Learn how the electric utility landscape has changed, and how Ethernet-based supervisory control and data acquisition (SCADA) systems can be used to control power flowing into and out of the grid.

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FlexiFinancials Suite


Flexi develops the FlexiFinancials suite of enterprise financial accounting software, which is geared primarily to the banking, insurance, and financial services industries. Flexi also provides implementation and support services for FlexiFinancials. Flexi’s accounting capabilities help companies streamline their business processes and the product’s technology allows for seamless integration with their current applications through powerful and flexible APIs using Web services or COM+. Flexi's applications provide the flexibility to operate on various database platforms including Oracle and MS SQL Server. The fully integrated enterprise resource planning (ERP) accounting suite includes modules for general ledger, accounts payable, accounts receivable, fixed assets, purchasing, and projects. Flexi products also have built-in capabilities to help address internal security regulations and external compliance issues such as Sarbanes-Oxley (SOX) and the Health Insurance Portability and Accountability Act (HIPAA).      

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