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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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 insurance broker toolkit


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 broker toolkit  would work at an insurance call center : Receive – A New York customer wants to add boat coverage to his homeowners and auto insurance plan. He or she goes to the online portal, gets partially through, but has questions about what happens if he or she moors in Maine in the summer, but brings the boat back for storage in New York in winter. He or she picks up the phone, switching from the Web to the phone channel. Research  – In the background, the system pre-determines that the local insurance

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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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Concur Scores A Bingo


Concur took a quantum leap in providing E-procurement services to small and mid-sized businesses by partnering with Nortel Networks and SAFECO. The resulting Concur Business Advantage will provide leveraged buying services to customers.

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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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Bridging the IT Talent Gap


Recruiting IT talent to insurance companies has never been easy—but today, demographic pressures make the task of IT staffing even harder, as IT professionals retire and fewer new graduates become available to fill the positions. IT outsourcing may not offer the help you seek. To make sure your company can survive and prosper, learn how to find ways to hire qualified IT staff, and keep the IT staff you already have.

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BOARD


Within one single product BOARD offers all the functionalities needed to build any business intelligence (BI) and corporate performance management (CPM) application without the use of programming. Its revolutionary toolkit approach as well as delivering unrivalled speed in BI and CPM application building, customization, and maintenance provides end-users with an advanced interactive interface.

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Case Study: Achmea


Achmea, the largest insurance group in the Dutch market, had many different systems and fragmented management information, with often inaccurate data. The company decided to make the move to business intelligence (BI) for a more standardized approach to information access and delivery. With Cognos, Achmea has achieved a number of benefits, including results-oriented decision-making based on real-time data. Learn more.

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


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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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11 Steps for Scaling a Startup


Establishing a startup’s business infrastructure early—that is, establishing support in the areas of legal, accounting, tax, insurance, and human resources (HR)—provides a number of critical benefits for any entrepreneur to consider. This paper discusses suggestions for management teams that will facilitate establishment of an appropriate infrastructure.

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


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