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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 broking cover letter


Confronting Core Global Trade Problems: Order, Shipment, and Financial Settlement
TradeBeam has been striving to distinguish itself by offering more than order and shipment tracking. It aims to improve the management of core global trade

insurance broking cover letter  legalization, global trade content, insurance and claims management, letter of credit, and supply chain electronic management are other solution blueprints that TradeBeam has developed or is in the process of releasing. TradeBeam's Letter of Credit Solution Blueprint and SCEM Solution Blueprint are two that are particularly noteworthy because both their core functionality came from acquisitions and lead to significant advances in the field of global trade settlement solutions TradeBeam Letter of Credit

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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 broking cover letter

Confronting International Regulatory Compliance: Web-based GTM Solution


TradeBeam offers a hosted GTM solution. Its ongoing acquisitions will eventually create an end-to-end solution linking physical and financial supply chains enabling companies to manage and execute global trade activities from a single software platform.

insurance broking cover letter  goods, and obtains credit insurance Finance . Applies and manages LC, manages documents collection, manages open account, requests financing pre- and post-shipment, checks compliance, assesses SCM risk, and arranges foreign exchange Ship . Requests booking, books shipment, creates ship notification, creates shipping documents, manages shipping notification, manages shipping guarantee, tracks shipments, manages events, assesses SCM risk, manages customs, clears customs, receives goods, and manages returns Read More

Are Sales Incentives Even In Tune With the Corporate Strategy?


With sales being the lifeblood of virtually any company, selling should be an accurately accountable process forming the basis of overall strategic objectives. Still, the question remains: how much enterprise incentive management (EIM) do enterprises need, and in what form?

insurance broking cover letter  the other hand, for insurance, retail banking, and consumer goods environments, where one is selling hundreds of items in a week with different types of incentive plans, it becomes very difficult to calculate quickly and accurately enough to get payments out on time. There are three determining factors for the delivery model a prospective user company should select when considering a compensation solution: the size of its sales force; the complexity of its sales plans; and transaction volumes. As a rule Read More

Challenges and User Recommendations for a Global Trading Solutions Provider on a Roll


The market is competitive, rapidly evolving, and highly fragmented, and one should only expect the intensity of competition to increase in the future. For the present, the biggest challenge remains a lack of awareness of the need for TradeStone's applications.

insurance broking cover letter  total landed cost modeling, insurance and claims, import and export compliance, security regulations, and more seamless integration of invoice reconciliation and trade financing systems. More Competition There are a plethora of point solution providers that specialize in narrow areas. These areas include land cost calculation, retail product lifecycle management (PLM), visibility, collaboration, export compliance, trading document generation, hazardous material handling, supply chain management, Read More

TradeBeam Keeps on Rounding Out Its GTM Set


TradeBeam strategic expansion, which covers the entire life cycle of global trade across order, logistics and financial settlement activities, seeks to improve operating efficiencies and working capital.

insurance broking cover letter  presentment, foreign exchange, and insurance management. Product integration between TradeBeam and Open Harbor should be complete by the second half of 2005, with TradeBeam pledging to maintain uninterrupted service and support to a key group of Open Harbor clients during immediate transition phase and post contract execution. TradeBeam has also been communicating with Open Harbor's customers to understand their specific circumstances, the scope of their projects, and to jointly agree on terms to work 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 broking cover letter  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

ECM vs. EIM


The IT industry is constructed of three-letter acronyms (TLAs). However, the total number of possible three-letter abbreviations using the 26 letters of the alphabet is only 17,576. This explains the stars-wearing-the-same-dress types of incidents in the IT world. When Sherry Fox discussed ECM and EIM, the acronyms represented enterprise compensation management and enterprise incentive management

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Mistakes in Performance Management


Performance reviews are typically based on the definition of what an employee was originally hired to do. However, appraisal systems fail to address the fact that jobs change as the business environment evolves. Performance management systems should thus deal with critical focus areas rather than basic functions. Appraisal without these objectives in mind risks being a total waste of time.

insurance broking cover letter  Performance Management Initiatives , Insurance Performance Management , Performance MGMT Reports , Performance Management Guide , Performance Management Process . We have worked with many organisations to fine tune their Performance Management systems. In doing so, we have seen many mistakes made, not through lack of effort but rather lack of experience in this area. This White Paper outlines some of the re-occurring mistakes we have seen over many years of practice in this area. Our Appraisal system Read More

Straight Up on Leads Management


No, I'm not about to launch into a Paula Abdul cover (I won't even dignify that with a link). Lead generation is a process that uses information to create interest in an enterprise's products or services. It's end objective is to generate sales. Several steps are involved in this marketing process. Before a company begins, it needs to define the market that its product or service caters too,

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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 broking cover letter  (SOX) and the Health Insurance Portability and Accountability Act (HIPAA). Read More

Health Care Payers' Adaptability Road Map for Health Benefit Exchanges


The Patient Protection and Affordable Care Act (PPACA) is aimed at creating state-based health benefit exchanges in the US. The health benefit exchanges are expected to provide individuals and small groups access to affordable health insurance. The Congressional Budget Office predicts that by 2019, about 24 million people will have insurance through these exchanges.The health benefit exchange opportunity before health payers can transform business. Payers should leverage the opportunity calls for a close examination of regulatory requirements that help create a best-fit and faster go-to-market strategy. Find out how.

insurance broking cover letter  million people will have insurance through these exchanges.The health benefit exchange opportunity before health payers can transform business. Payers should leverage the opportunity calls for a close examination of regulatory requirements that help create a best-fit and faster go-to-market strategy. Find out how. Read More

Web 2.0 -- "Wow!" or "So What?!"


Another buzzword (albeit not another three letter acronym [TLA]) that has slowly (or not) but surely crept into our collective mind is certainly Web 2.0. Although there have been some attempts at defining the term, such as at Wikipedia, ZDNet or TechTarget (and there are also some noble attempts of ZDNet bloggers, such as Richard MacManus or David Berlind), it is most likely that 10 different

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Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

insurance broking cover letter  CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution. Read More

FlexiFinancials Suite


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 broking cover letter  (SOX) and the Health Insurance Portability and Accountability Act (HIPAA). Read More

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.

insurance broking cover letter  is a Fortune 500 insurance and investments company. Its more than 17,000 independent agents and investment advisors will be offered the opportunity to sell Concur products. In addition, SAFECO will be the exclusive supplier of insurance and business equipment lending offered through Concur Business Advantage, and will also supply investment products through the network. SAFECO currently has 500,000 small and mid-sized business customers. Nortel Networks and SAFECO will invest a total of $35 million in Read More