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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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 insurance dfd examples


FlexiFinancials Suite
Flexi develops the FlexiFinancials suite of enterprise financial accounting software, which is geared primarily to the banking, insurance, and financial

insurance dfd examples  (SOX) and the Health Insurance Portability and Accountability Act (HIPAA).

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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 dfd examples

Bridging the IT Talent Gap


Recruiting IT talent to insurance companies has never been easy—but today, demographic pressures make the task of IT staffing even harder, as IT professionals retire and fewer new graduates become available to fill the positions. IT outsourcing may not offer the help you seek. To make sure your company can survive and prosper, learn how to find ways to hire qualified IT staff, and keep the IT staff you already have.

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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.

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Salesforce.com Offers Financial Industry Solutions


Salesforce.com announced Salesforce1 for Financial Services, with the idea to better help retail banks, wealth management companies, and insurance providers attract, connect with, and retain customers. The cloud platform leader expects significant demand for customer relationship management (CRM) solutions from private enterprises and governmental organizations.

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The Unwired Enterprise: A Comprehensive Approach to Mobilizing for Success


The benefits of a mobile workplace are clear: faster business processes, closer connections with customers, and more rapid decisions. But there are few examples and best practices to follow; even fewer benchmarks exist. To maximize the benefits of going mobile while managing cost and limiting risk, you need a sound, effective, and systematic approach that includes a clear mobile strategy, identified use scenarios, and a complete service offering and system landscape. Find out more.

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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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Real-life Examples of Killer App Marketing


Over the next decade, websites will diminish in importance and the webosphere will transform into an “app-o-sphere.” People will experience brands in a unified and interactive way regardless of what device they use. Learn about the four pillars of app marketing—acquisition campaigns, push messaging, in-app messaging, and cross-channel synchronization—and how to create killer app marketing campaigns.

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The Paperless Office: Accepting Digitized Data


Of the many industries that are attempting to go paperless, the insurance industry has been on the leading edge of a completely digital environment. For companies in insurance industries, as well as other types of organizations looking to digitize their offices, there are a number of implications. Learn about the realities of a paperless office environment, and how your company can take steps to become paperless.

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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 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 information, whether that data be employee-specific, such as salary, job, or benefit information, or company news and updates. In addition to a centralized communication platform, the company wanted heightened management of its workforce through the use of business intelligence tools that would allow it to track trends and have improved monitoring capabilities for each location.

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Listen and Learn: Improving Operations by Using Customer Feedback


Customer service means being aware of needs, problems, and fears. Studies have shown that the cost of acquiring a customer is seven to ten times that of retaining a current customer. And according to The Harvard School of Business, even a 5 percent improvement in customer retention can boost profits up to 85 percent. How do companies retain a loyal and consistent customer base? They listen, learn, and adapt—find out more.

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Onyx-Delivering Excellence in Insurance


Customer process management (CPM)—the convergence of customer relationship management (CRM) and business process management (BPM)—can deliver significant gains in efficiency and standardization for insurance companies. Whether it’s providing real-time quotations for insurance policies, identifying cross-selling and renewal opportunities, or managing claims, CPM extends across the enterprise to ensure that each customer interaction becomes an opportunity for service excellence.

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