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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


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 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
NextGen Health Care: How Technology Can Help Make Consumer-directed Health Care a Reality
Software technologies can provide a single point of entry for prospects and health plan providers to educate new or renewing prospects on the full value of each

insurance agent software  their efforts to buy/sell insurance and related products. However, none of the present systems and processes meet the business need of the organization to provide consistent best-selling practices to every prospect at every touch point. They also do not mathematically measure and record each individual's responses in order to optimally respond at the point of sale and to improve the overall marketing, advertising and product development efforts of the enterprise. Because existing systems and processes Read More
Workday Tackles Big Data in the Cloud
At the recently held Workday Rising 2012 conference, Workday unveiled big data analytics for its users in human resources (HR) and financial departments

insurance agent software  claims against them). An insurance company needs the agent data and order data from, say, salesforce.com Sales Cloud and also some policy rules data from some legacy insurance product to be mapped with Workday HR and Workday Financial Management data. The customer would need to perform the following steps: Collect and store—petabytes (PB)/terabytes (TB) of data Map, reduce, and analyze—to TB/gigabytes (GB) of data using Hadoop in the cloud; Workday also embeds the Datameer solution for mapping data 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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Argos Software
Argos Software develops, markets, and supports PC-based financial and management accounting software designed around the requirements of specified industries

insurance agent software   Read More
Small Business Software (SBS) Software Evaluation Report
The Small Business Software (SBS) evaluation model targets the functional requirements necessary to support a typical small business. If your organization doesn

insurance agent software   Read More
JDA Software Group
JDA® Software Group, Inc., The Supply Chain Company®, offers the broadest portfolio of supply chain, retail merchandising, store operations and all-channel

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A Portrait of the Indian Enterprise Software User
Like many markets recovering from global economic turmoil, the enterprise software market has experienced a slew of company expansion and consolidation ventures

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Cezanne Software
Cézanne Software provides human capital planning (HCM) and management software, and develops and designs solutions that enable organizations to better plan and

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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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Can Lilly Software Get More VISUAL?
Lilly Software’s financial success and double-digit revenue growth during the recent years have been attributable to its strong offerings and efficient

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Managing Risk in Enterprise Software Selection
Selecting and implementing new enterprise software changes your company, and the business processes that drive it. How you handle these changes can make the

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Moxie Software
Moxie Software is a customer-centric enterprise social software company that enables companies to connect employees, customers, and partners to engage in

insurance agent software   Read More
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