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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 brokers proposals


Integrating RenderX XSL FO Technology with iText for High Performance Dynamic Forms Generation
Dynamic and customizable portable document format (PDF) forms have thousands of everyday uses. Monthly statements mailed to customers and insurance applications

insurance brokers proposals  mailed to customers and insurance applications are just two. Creating these forms is easier than you might think, when the functionalities of two text solutions are combined. Get the details on how to merge document and formatting applications to create dynamic, customer-friendly PDFs.

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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 » insurance brokers proposals

A.M. Best Company


Founded in 1899, global credit rating agency A.M. Best Company focuses on the insurance industry. Its news source, Best’s Insurance News & Analysis, includes special reports, a monthly magazine, and a daily digest.

insurance brokers proposals  Company focuses on the insurance industry. Its news source, Best’s Insurance News & Analysis, includes special reports, a monthly magazine, and a daily digest. Read More

DMTI Spatial


DMTI Spatial is a customer-centric provider of location content and software solutions exclusively focused on helping companies achieve measurable business value from location intelligence. Clients such as Genworth Financial, Rogers Communications, Lombard Insurance, and Canadian Tire rely on DMTI Spatial location intelligence solutions to make dramatically better decisions about their markets, customers, and services. In addition to location content solutions, DMTI Spatial software includes the Location Hub® product suite that uniquely identifies, validates, and maintains a universe of location-based data.

insurance brokers proposals  Financial, Rogers Communications, Lombard Insurance, and Canadian Tire rely on DMTI Spatial location intelligence solutions to make dramatically better decisions about their markets, customers, and services. In addition to location content solutions, DMTI Spatial software includes the Location Hub® product suite that uniquely identifies, validates, and maintains a universe of location-based data. Read More

Feds Buckle Down on Customer Information Security


In an effort to improve the state of consumer privacy, Federal Reserve Board, the Federal Deposit Insurance Corporation (FDIC), the Office of the Comptroller of the Currency (OCC), and the Office of Thrift Supervision, on January last year announced that they have put together joint guidelines to safeguard confidential customer information. The guidelines, that took effect last July, implement section 501(b) of the Gramm-Leach-Bliley Act (GLBA) initiated by the Senate Banking Committee, and passed into law on November 4, 1999. This announcement had significant implications for online banking institutions.

insurance brokers proposals  ,     the Federal Deposit Insurance Corporation (FDIC) ,     the Office of the Comptroller of the Currency (OCC) ,     and the Office of Thrift Supervision ,   on January last year announced that they have put together joint guidelines to safeguard confidential customer information. The guidelines, that took effect last July, implement section 501(b) of the Gramm-Leach-Bliley Act (GLBA) initiated by the Senate Banking Committee, and passed into law on November 4, 1999. This announcement had Read More

FlexiFinancials Suite, FlexiPortal and Remote Office Components


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).      

insurance brokers proposals  (SOX) and the Health Insurance Portability and Accountability Act (HIPAA). Read More

Unicorn HRO, LLC


Unicorn HRO offers a fully integrated and configurable HR solution that includes Human Resources, Payroll, Benefits, and Insurance. Our focus is to provide quality customer service and build the strategic value of our customers' human resources for long-term success.

insurance brokers proposals  Resources, Payroll, Benefits, and Insurance. Our focus is to provide quality customer service and build the strategic value of our customers' human resources for long-term success. Read More

Think About Design When Thinking of BI


On January 5, 2009, the American Design Communities presented a document to the US Congress called “Redesigning America’s Future: 10 Design Policy Proposals for the United States of America’s Economic Competitiveness & Democratic Governance.” Indeed, design is gaining importance in every area. This discussion with technologist Elif Tutuk explores how design thinking could be applied to business intelligence (BI).

insurance brokers proposals  business intelligence systems,open source business intelligence,bi query,business intelligence dashboard,business intelligence pdf,business intelligence services,open source bi,what is business intelligence,bi reports,business intelligence analysis,business intelligence analytics,business intelligence market,business intelligence project,business intelligence solution,business intelligence tool Read More

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.

insurance brokers proposals  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. Read More

HighJump Software Guarantees Fixed Prices


In addition to offering buyers a fixed price guarantee for upgrades to its SCE software, HighJump is challenging competitors to do the same.

insurance brokers proposals  interest in the new insurance policy, HighJump is challenging prospective clients to compare the upgrade prices to those of its SCE competitors. As a marketing tactic, the fixed-price guarantee is a bold move that promises to raise some eyebrows, but whether competitors will play by HighJump's rules remains to be seen. Market Impact HighJump's fixed-price upgrades should attract a great deal of interest from users, but it is unlikely to spark a revolution in software pricing. The real aim of the program Read More

HIPAA Compliance and the eSureIT Online Backup Service


The US Health Insurance Portability and Accountability Act (HIPAA) of 1996 applies to health care providers, health plans, and clearing houses that electronically maintain or transmit health information. Among other things, these entities are required to have data backup plans, disaster recovery plans, and emergency mode operation plans. Fortunately, there is a way to meet these security and contingency requirements.

insurance brokers proposals  Service The US Health Insurance Portability and Accountability Act (HIPAA) of 1996 applies to health care providers, health plans, and clearing houses that electronically maintain or transmit health information. Among other things, these entities are required to have data backup plans, disaster recovery plans, and emergency mode operation plans. Fortunately, there is a way to meet these security and contingency requirements. Read More

How Missing Metadata Affects Text Optimization


When portable document format (PDF) documents are used for medical records, insurance policies, judicial statements—or anywhere that timely and efficient processing of documents is required— inaccurate or illegible characters are unacceptable. Learn how missing or incorrect metadata affects onscreen text rendering in PDF files, and find out how to minimize or prevent the effects of missing metadata.

insurance brokers proposals  cornerstone of medical records, insurance policies, or judicial statements, there is no room for inaccuracies or difficult legibility. Their content must contain clarity and undisputable accuracy. The same expectations are also warranted in PDF application environments that rely on the timely and efficient processing of documents to avoid software crashes and production interruptions. As our reliance on PDF continues to grow, so does our dependence. The recent emergence (and importance) of PDF/A as a Read More

What Do Modern Knowledge Workers Need?


In many service industries, such as financial, insurance, utilities, healthcare, government, and others, case management is the lifeblood of the business. These highly unstructured (dynamic or adaptive, if you will) processes where the next process step’s best action depends on the outcome of the previous step require apt human process stewards, a.k.a. “knowledge workers.” These knowledge workers,

insurance brokers proposals  industries, such as financial, insurance, utilities, healthcare, government, and others, case management is the lifeblood of the business. These highly unstructured (dynamic or adaptive, if you will) processes where the next process step’s best action depends on the outcome of the previous step require apt human process stewards, a.k.a. “knowledge workers.” These knowledge workers, characterized as workers whose main capital is knowledge, are aided by a multitude of tools such as sophisticated Read More

Sales Force Automation (SFA) RFI/RFP Template


Management of opportunities, sales forecasting, leads, accounts and contacts, activities, territories, contracts, quotes and proposals, partners, analytics, reporting, and more

insurance brokers proposals   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.

insurance brokers proposals  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. Read More

Salesforce.com Offers Financial Industry Solutions


Salesforce.com announced Salesforce1 for Financial Services, with the idea to better help retail banks, wealth management companies, and insurance providers attract, connect with, and retain customers. The cloud platform leader expects significant demand for customer relationship management (CRM) solutions from private enterprises and governmental organizations.

insurance brokers proposals  wealth management companies, and insurance providers attract, connect with, and retain customers. The cloud platform leader expects significant demand for customer relationship management (CRM) solutions from private enterprises and governmental organizations operating in the following six global industries: financial services/insurance, healthcare/life sciences, retail/consumer products, communications/media, public sector, and automotive/manufacturing.   Having dealt with its customers’ business Read More