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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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 insurance brokers proposals


3i Infotech
3i Infotech provides a range of IT services and solutions for manufacturing, retail and distribution, banking and finance, and e-governance. The company is

insurance brokers proposals  Jones, GlaxoSmithKline, Panasonic, American Insurance Group, OCBC Bank, QBE Insurance, and Emirates Bank. The company serves customers in 30 countries and has a presence across four continents. 3i Infotech's corporate headquarters are in Vashi (India), with regional offices around the world.

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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

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 in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.

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Lost Your Laptop? The CyberAngel® Brings It Back


A company known as Computer Sentry Software, Inc. has designed an innovative option for laptop recovery. With laptop theft on the rise, investing in an affordable laptop recovery package is well worth the investment.

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Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base 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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InsFocus Releases Version 2.0 of BI Solution for Insurance


The Israeli software provider InsFocus Systems, producer of Insfocus Plus, a business intelligence (BI) solution targeted at the insurance industry, has recently released version 2.0 of its BI application, which includes several enhancements, with special emphasis on the Web. Among the features of this version is the new InsFocus BI Web user interface. The Web viewer and user

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Antidisintermediation


The mantra of most e-commerce ventures is usually “Change the way that business is done.” eSprocket thinks that the way business is done is just fine, thank you. Their goal is to enable instead of replace.

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Financial Mobility-Balancing Security and Success


No financial services company can afford to relax when it comes to IT security. Banks, investment firms, and insurance providers must follow government regulations, to ensure a secure environment for processing, storing, and transmitting credit card information. At the same time, most companies need mobile technology to compete. Know how to provide financial services mobility while ensuring that no breaches occur? Read more.

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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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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.

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Case Study: Financial Services Industry


The company is a financial services group with operations in banking, investment management and insurance. To maintain the profitability of its credit card business, the company maintains vast amounts of customer information. However, its Excel­based tools lack functionality. Learn how a business intelligence (BI) solution can help the company increase its customer base and derive greater profits from existing customers.

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Guidewire Performance Management Guide


Insurance organizations are constantly replacing legacy systems and practices with streamlined ones that help them compete better. This brochure from Riverbed looks at Guidewire.

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