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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

insurance agent software  licensing process via connected insurance licensing service providers. Also, benefits should be seen from implementing new contract hierarchies and payment schedules more easily, whereby the objects with the effective date tags allow for an audit trail and for updates at any time. The benefits resulting from the execution phase should include a decrease in the cost of servicing distribution channels with centralized producer information and data integrity. This would be accomplished by enforcing data Read More...
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...
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Documents related to » insurance agent software


Integrating Customer Relationship Management and Service Resolution Management
The business case for integrating call center service resolution management into customer relationship management is becoming increasingly obvious, as companies

insurance agent software  many distinct lines of insurance products but no common customer database, leading to the disastrous result of several agents calling on the same accounts. Such disorganization is not only costly and inefficient, but it also creates a great deal of customer dissatisfaction, annoyance, and ultimately, defection. By implementing a unified solution to market more than one product to the right customers, the service company should be able to improve revenues while driving down the costs—and retaining Read More...
The Wizardry of Business Process Management - Part 3
Part 1 of this blog series provided a lengthy discussion about business process management’s (BPM's) necessary parts and parcels, and the software category’s

insurance agent software  pre-determines that the local insurance agent is not skilled enough to write the policy  for a boat moored in Maine, calculate the right policy for a commission sharing (and potential discounts), and up-sell. Route – Thus, the customer profile triggers an SBR to a preferred customers queue in the call center. The right customer service representative (CSR ) quickly asks a few relevant questions (e.g., near-shore or offshore sailing?) and recommends an additional multi-line coverage umbrella. Resolve Read More...
Progress Software Rounds Out its RPM Offering with Corticon Buy
Progress Software (NASDAQ: PRGS), a software solutions and platforms provider that enables enterprises to be operationally responsive, is ending 2011 on quite a

insurance agent software  world's largest financial services, insurance, and e-commerce companies, as well as federal and state government organizations, collectively automating millions of decisions per day to improve productivity and customer service. Corticon’s model-driven (“no code required”) approach also makes rules accessible to business domain experts (end users) who can maintain them directly, making rules easier to adapt to changing market conditions.  Mark Allen, Corticon’s founder, provides many details on Read More...
Progress Software Revs Up to Higher RPM via Savvion - Part 2
Part 1 of this series began to analyze the recent merger of Progress Software Corp. [NASDAQ: PRGS] and Savvion Inc. With this acquisition, Progress has made a

insurance agent software  applying for loans or insurance plans at financial service institutions, there are rules to determine our eligibility for a loan, rules to determine which service agent gets assigned to process our loan, rules to determine which loans we can even apply for, rules to escalate any issues that might emerge, rules that determine which process path an instance would take, etc. These rules are not same for everyone and require different sets of functionalities to describe and use with processes. Read More...
Perfect Software
Located in Arcadia, California (US), Perfect Software has been supplying personal computer (PC) and Application System 400 (AS/400) custom accounting

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Maximizer Software
Maximizer Software delivers easy-to-use and affordable customer relationship management (CRM) solutions to meet the needs of small to medium businesses (SMBs

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webMethods Gets Active (Software That Is)
In May webMethods Inc. announced that it will purchase Active Software Inc. in an all-stock deal. The purchase is worth approximately $1.3 Billion. WebMethods

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Software Evaluation and Software Selection
Organizations are surrounded by ambiguity when making their implementation decisions. Accurate and relevant criteria that are properly weighed against an

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Expandable Software
Founded in 1983, Expandable Software, Inc. develops, markets, and supports an integrated manufacturing enterprise resource planning (ERP). The company's

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TOWER Software
TOWER Software provides enterprise content management (ECM) solutions to government and regulated industries, as well as electronic document and records

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Smart Software
Founded in 1984, Smart Software is a provider of enterprise-wide demand forecasting, planning, and inventory optimization solutions. Smart Software@s flagship

insurance agent software   Read More...
Halogen Software
Established in 1989 and headquartered in Ottawa, Canada, Halogen Software provides web-based appraisal, 360-degree feedback and survey software solutions

insurance agent software  employee appraisal, employee assessment, employee review software, performance appraisal, performance evaluation, performance review, self-assessment, survey,360 feedback software,Appraisal Software,HR Managment,Managment Software,Surveyor Software Read More...

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