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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 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

6 Key Challenges Solved With End-to-end Human Resource Management


Human resource (HR) departments have an increasingly strategic role within an organization, particularly in the areas of recruiting, compensation, benefits cost containment, and employee development. But often the HR staff finds itself burdened with too many administrative tasks and never-ending paperwork. Learn about solutions that can help your HR department reduce routine administration and cut through complexity.

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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   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.

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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   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.

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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.

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Delivering Superior Customer Value in Insurance


Effective management of customer data is a critical success factor for insurers. To provide products and service that stand out from the crowd, insurers need a 360-degree view of each customer that covers his or her entire experience with the company. Read this white paper on how information technology that supports tightly integrated, end-to-end business processes can increase insurer responsiveness and customer loyalty.

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The Sarbanes-Oxley Act May Be Just the Tip of a Compliance Iceberg


The Sarbanes-Oxley Act is not the only government regulation that enterprises must comply with. Several others make it imperative that appropriate enterprise resource planning and financial management systems provide comprehensive sets of financials and analytics capabilities to ensure compliance.

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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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Supply Chain Commerce Vendor Manhattan Broadens TMS Reach


Atlanta, Georgia-based Manhattan Associates is a renowned provider of supply chain management (SCM) solutions, and has deep roots in supply chain execution (SCE), and a leading position in the realm of warehouse management systems (WMS). Manhattan has also added many new capabilities to its portfolio throughout the years, such as transportation management (TMS), supply chain planning (SCP), and omni-channel enterprise order management. These capabilities have been “all the rage” and a new growth engine of late, causing Manhattan Associates to rebrand itself as a “supply chain commerce solutions” provider.

insurance carriers   Read More