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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 intent letters


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

insurance intent letters  CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.

Read More


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 intent letters

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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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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Insurance


Insurance is probably one of the oldest human economic activities, appearing not long after the advent of trade, and developing as a way of protecting merchants from unforeseen events (natural catastrophes, robberies, etc.). There is evidence of traders using insurance for risk management as early as the third millennium BCE (“before the common era”).

Nowadays, insurance is one of the most complex areas of the financial sector, covering a wide range of risks for both personal and business activities. Most insurance companies offer similar products, which makes competition quite fierce. Here are some of the characteristics of the insurance sector:

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Initechs


INITECHS provides supply chain solutions to small and medium-sized businesses. The company's founders and core management have years of combined experience in logistics and distribution systems, information technology, and telecommunications. This includes expertise in supply chain management (SCM), manufacturing resource planning (MRP), warehouse management systems (WMSs), inventory, transportation management systems (TMSs), banking, insurance, and telecom applications. INITECHS is headquartered in Marietta, Georgia (US), and has offices in Singapore.

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Executive Brief: 3 Key Success Strategies for Insurance, Banks, and Financial Services


Financial services organizations are always looking for ways to improve business processes to implement tighter control—and improve the bottom line. But finding new ways to boost efficiency is challenging. One strategy for success is to improve the use and allocation of resources in order to eliminate errors from duplicate data entry. Discover more about this strategy and two others, as well as how they can benefit you.

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Supply Chain Vendors GT Nexus and TradeCard to Merge


In surely one of the first mergers of the year, GT Nexus and TradeCard are announcing their intent to merge their companies. GT Nexus provides a cloud-based global trade and logistics platform for manufacturers, retailers, and logistics service providers. TradeCard provides a cloud platform for managing sourcing, logistics, and finance on a single system. TradeCard, founded in 1999

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New Market for Security Insurance


Some insurance companies are now offering policies which protect companies against system, network, and website security losses. What do these policies offer corporations that they don't get in their standard General Liability Insurance Policy coverage?

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Building the Customer-centric Enterprise


The insurance industry’s turn from an underwriting-oriented vision to a customer-centric view has been painfully slow. Success isn’t just a matter of delivering superior products and services, but of incorporating customer insight into enterprise strategy on an ongoing basis. Learn how you can use your customer segment data for customer analytics that can help you determine which segments to grow and which to retain.

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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.

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Successful 5010 and ICD-10 transition: An implementation roadmap


The 1996 US Health Insurance Portability and Accountability Act (HIPAA) was enacted to improve the portability of health care coverage. The new 5010 standard, requiring compliance by 2012, is expected to reduce individual companion guide requirements and promote consistent implementation across trading partners. Download this report to learn about a methodology designed to address transition challenges and help leverage the transition for competitive advantage.

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