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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 carriers


How Can Insurance Carriers Retain and Reward True Producers?
The enterprise incentive management and sales performance management market is evolving rapidly. Callidus Software remains the vendor of choice for some of the

insurance carriers  Can Insurance Carriers Retain and Reward True Producers? Not long ago, we published an extensive report on Callidus Software (NASDAQ: CALD), a leading San Jose, California (US)-based provider of on-premise and on demand sales performance management (SPM) and enterprise incentive management (EIM) solutions for global companies across multiple industries (see Enterprise Incentive Management Leader Responds to Market Demands ). The vendor's products allow large enterprises to strategically and

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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 carriers

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 carriers improve agent retention and at providing producers with the best service possible.

insurance carriers  the unique issues that insurance carriers must contend with regularly. For more background, please see How Can Insurance Carriers Retain and Reward True Producers? So What's the Solution, Then? Logically, a unified solution suite that delivers producer administration, incentive management, and packaged analytics to one place would be ideal. Such a system should provide two-way, 360-degree views of vital producer information (such as detailed demographics, contracts, and credentials), which is essential fo Read More

Case Study: Euclid Insurance


Euclid Insurance needed to allow clients and carriers to securely transfer sensitive data without straining the company’s IT resources or forcing use of cumbersome encryption keys. Euclid standardized its data security with an online data storage solution. Find out about the benefits, including secure online file sharing and collaboration; auditable document access for regulatory compliance; and lower cost of operations.

insurance carriers  Study: Euclid Insurance Euclid Insurance needed to allow clients and carriers to securely transfer sensitive data without straining the company’s IT resources or forcing use of cumbersome encryption keys. Euclid standardized its data security with an online data storage solution. Find out about the benefits, including secure online file sharing and collaboration; auditable document access for regulatory compliance; and lower cost of operations. Read More

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 carriers  government, carriers, banks and insurance institutions. The system supports both online transaction processing (OLTP) and on-line analytical processing (OLAP) modes, BEA Systems ' application server, Oracle Database , MicroStrategy 's reporting and analytical solutions, and webMethods ' Web servers. It provides stable performance for over 10,000 users, has high availability of 99.87 percent, and 24x7, around the clock operations. Figure 1. Global order-to-cash and procure-to-pay cycle. The Open Harbor Read More

Dealing with Global Trade Management Complexity


To optimally complete the global trade cycle, a business must automate, track, and provide visibility to the entire global trade management process to optimize its supply and distribution chains.

insurance carriers  documents, present documents, manage insurance claims, and receive remittance In any case, many of these could only be efficiently fulfilled through a Web-based hosted solution, priced per transaction. To optimally complete the global trade cycle, a business must automate, track, and provide visibility to the entire GTM process to optimize its supply or distribution chains. The average global trade cycle of order through settlement is 120 days, whereas a comprehensive hosted GTM solution like the one Read More

Methods of Linux Bare-metal Restore and Disaster Recovery


When it comes to disaster recovery (DR) software, companies should think of it as an insurance policy—not just software that recovers lost data. Being prepared for disaster makes good business sense, but oddly enough, few companies are. Because Linux distributions don’t include DR tools, companies must look to a file-based recovery solution that can recover the entire system and eliminate the need to rebuild.

insurance carriers  of it as an insurance policy—not just software that recovers lost data. Being prepared for disaster makes good business sense, but oddly enough, few companies are. Because Linux distributions don’t include DR tools, companies must look to a file-based recovery solution that can recover the entire system and eliminate the need to rebuild. Read More

Accellos to Integrate TMS with Rand McNally’s Mobile Fleet Management


Accellos, a provider of supply chain execution (SCE) software solutions for small and medium businesses (SMBs), recently announced integration with Rand McNally. Its Prophesy Dispatch transportation management software (TMS) will be integrated with Rand McNally’s in-cab mobile fleet management devices. Prophesy Dispatch is an on-premises solution focused on midsize carriers (with 25-75 trucks) and

insurance carriers  to Integrate TMS with Rand McNally’s Mobile Fleet Management Accellos , a provider of supply chain execution (SCE) software solutions for small and medium businesses (SMBs), recently announced  integration with Rand McNally . Its Prophesy Dispatch transportation management software (TMS) will be integrated with Rand McNally’s in-cab mobile fleet management devices. Prophesy Dispatch is an on-premises solution focused on midsize carriers (with 25-75 trucks) and brokers. The new integration is Read More

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 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.

insurance carriers  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. Read More

Document Management System (DMS)


Document management systems (DMS) assist with the management, creation, workflow, and storage of documents within different departments. A DMS stores documents in a database and associates important information about the documents, to the documents (known as metadata). Most systems provide workflow engines to design and support document creation, publication, and usage. DMS solutions are often used by insurance and health care industries, government bodies, or other organizations processing high volumes of documents.

insurance carriers  are often used by insurance and health care industries, government bodies, or other organizations processing high volumes of documents. Read More

Case Study: Interdyn


Interdyn, a solution integrator specializing in the Microsoft Dynamics line, showed an insurance brokerage how to access the data locked in its customer relationship management (CRM) system. After being shown a business intelligence (BI) solution made just for Dynamics CRM, the client immediately saw the value of having its CRM data presented in visual reports using dashboards showing multiple metrics. Learn more.

insurance carriers  Dynamics line, showed an insurance brokerage how to access the data locked in its customer relationship management (CRM) system. After being shown a business intelligence (BI) solution made just for Dynamics CRM, the client immediately saw the value of having its CRM data presented in visual reports using dashboards showing multiple metrics. Learn more. Read More

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.

insurance carriers  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. Read More

ClickSoftware Gets More Cloud, Mobility, and SMB Clout via Xora


ClickSoftware Technologies, a provider of automated mobile workforce management and optimization solutions for the service industry, recently announced a definitive agreement to acquire Xora, Inc., a cloud-based provider of mobile workforce management (WFM). Xora, based in Mountain View, California, provides software-as-a-service (SaaS) solutions for companies whose success depends on the productivity and efficiency of “always mobile” workers.

insurance carriers  Gets More Cloud, Mobility, and SMB Clout via Xora ClickSoftware Technologies , a provider of automated mobile workforce management and optimization solutions for the service industry, recently announced a definitive agreement to acquire Xora, Inc. , a cloud-based provider of mobile workforce management (WFM). Xora, based in Mountain View, California, provides software-as-a-service (SaaS) solutions for companies whose success depends on the productivity and efficiency of “always mobile” wo Read More

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 carriers  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

Transportation Management System (TMS)


Transportation Management System (TMS): The ability to manage orders, optimize loads, select the best carriers, tender shipments, manifest parcel, track their progress, and manage claims can reduce transportation costs by 10 to 30 percent. Freight Audit & Payment: By allowing experts to manage your contracts, audit your bills, allocate the charges, make the payments, and report the results, you are assured of paying the correct amount. Business Intelligence: Having the online tools to dynamically report, graph, map, trend, and model your entire operation provides the performance reporting, key performance indicator (KPI) dashboards, and insight for continuous process improvement and maximum savings. Global Consulting: With the information derived from these technologies, CTSI-Global is able to extend client savings by consulting in all key areas of interest including benchmarking, KPI management, global network design, bid preparation, and negotiations.

insurance carriers   Read More