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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 company liquitity


Amerisure Mutual Insurance Company
With 10 remote office locations spread across nine states, Amerisure was in need of a communications platform that would enable the company to enhance the

insurance company liquitity  Mutual Insurance Company With 10 remote office locations spread across nine states, Amerisure was in need of a communications platform that would enable the company to enhance the distribution of information to employees. Employees located in satellite offices, with no direct access to the home office, can feel disconnected from corporate headquarters’ operations and activities. Amerisure needed to communicate to employees in a timely manner that would allow the flow of accurate, important

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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 RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

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Case Study: Celina Insurance Group


Celina Insurance Group, a mutual insurance carrier that serves eight states in the midwestern US, wanted to increase competitiveness against larger insurance carriers by integrating independent agents into business processes and providing superior services and support. Find out how a new collaborative extranet helped the company reduce policy turnaround times, improve service to agents and customers, and more.

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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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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 largest companies in the world. The vendor is aiming to cement its leadership within the insurance sector.

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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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Mergers & Acquisitions: What Happens When the Company Whose HR Software You Just Purchased Gets Acquired?


Your company has purchased a human resources (HR) software that will improve your business. But you’ve just learned that your software vendor has been acquired by a software giant. How will this affect your software implementation and vendor support? Get a behind-the-scenes look at what mergers and acquisitions means for you—the software buyer—and find out which questions you should ask if you are in this situation.

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Case Study: Natural Gas Company Builds Quotes in 15 Minutes and Pushes Up Sales Throughput by 20%


A leading developer of compressed natural gas fueling infrastructure needed a better and faster way to build sales proposals. With the company’s homegrown system, it took hours to build proposals, finance lacked margin visibility, there was plenty of room for sales reps errors, and there were reporting and analysis limitations. The company also wanted a simplified learning experience for its customers. It chose CallidusCloud CPQ (Configure Price Quote).

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An E-Commerce Company That Can Pay The Bills


Concur Technologies added a module that handles miscellaneous payment requests to its eWorkplace suite. It seems like a small thing, but handling all those little expense reports adds up to a big one.

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Brookshire Grocery Company: Automating and Integrating HR Processes


Headquartered in Tyler, Texas (US), retailer Brookshire Grocery Company implemented a human capital management (HCM) solution to integrate and automate its operational human resources (HR) processes. Now the company can process payroll and benefits more efficiently, work more productively, operate its business more proactively, and increase benefits options for its partners (employees). Find out how.

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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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SAP Expands Its Insurance Solution via Camilion Acquisition


It appears that SAP HANA’s launch has been the catalyst for not only in-house innovation, but also SAP’s onslaught of tuck-in acquisitions of its close partners. After the recent SmartOps acquisition in the supply chain management (SCM) space, SAP today announced plans to acquire Camilion, a provider of insurance product development, product lifecycle, and underwriting solutions that help

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