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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 policy write templates


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

insurance policy write templates  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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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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Documents related to » insurance policy write templates

CRM Vendors Cash In On The Financial Services Industry


Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance companies. Firms in this industry have been forced to expand and reorganize their offerings around the customer rather than around products. This makes a perfect case for CRM, and leading vendors are enhancing their offerings to take advantage of the opportunities. Find out how Siebel, E.piphany, and Broadbase are staking their claim.

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Where Does PLM Fit in the Extending LMS Formula?


There are two reasons which led me to write this blog. Firstly, I recently had briefings with vendors such as Learn.com and Xyleme that made me realize that the learning management system (LMS) industry is building up more and more connections with other technologies and enterprise applications. Secondly, a recent article (see Trends in LMS by Don McIntosh) explains how LMS is evolving with Web 2

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Smart Enterprise Single Sign-on (ESSO)


The increasing number of passwords actually decrease productivity and present a security risk when people get frustrated and write their passwords on a sticky note. This means the application of a single sign-on (SSO) solution provides greater security and improved user-friendliness and productivity. Learn how to increase the security and usability of existing and alternative authentication methods, and how the requirements for user authentication can be realized efficiently and at low cost.

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What Do Modern Knowledge Workers Need?


In many service industries, such as financial, insurance, utilities, healthcare, government, and others, case management is the lifeblood of the business. These highly unstructured (dynamic or adaptive, if you will) processes where the next process step’s best action depends on the outcome of the previous step require apt human process stewards, a.k.a. “knowledge workers.” These knowledge workers,

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Writing Cost-effective Documentation for Software Systems


As a business employing IT, you may have encountered situations where the software application you purchased didn’t come with a help file. With no time to write complete documentation yourself and no budget to hire a professional technical writer to do it for you, what do you do? By applying the basic principles of cost-effective documentation, your business can develop impressive documentation quickly—for a minimal cost.

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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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How Missing Metadata Affects Text Optimization


When portable document format (PDF) documents are used for medical records, insurance policies, judicial statements—or anywhere that timely and efficient processing of documents is required— inaccurate or illegible characters are unacceptable. Learn how missing or incorrect metadata affects onscreen text rendering in PDF files, and find out how to minimize or prevent the effects of missing metadata.

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ORSA, the Corner Stone of the Solvency II Regime


The move toward principle-based regulations across the European insurance world puts a strong emphasis on corporate governance programs. Under their Own Risk and Solvency Assessment (ORSA) plans, insurance firms have to align their enterprise risk management processes with their strategic business plans. This article looks, in more detail, at some of the main Solvency II ORSA requirements, and how European insurance companies can use enterprise risk management platforms to support these key management needs.

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How to Achieve Regulatory Compliance with E-mail and Internet Content Security Policy Enforcement


The maze of regulations governing electronic data has never been more complex. Various regulatory bodies, as well as international, regional, and national governments, have different requirements for handling electronic data. Get an in-depth look at compliance regulations, particularly the US Sarbanes-Oxley Act (SOX), that impact IT managers, and learn about best practices for managing your electronic messaging content.

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HR FIRST Aid Kit CD


The HR FIRST Aid Kit CD contains ready-to-use templates, guidelines, and software tools for busy Human Resources (HR) managers. All functional areas of HR are covered, including: organizational structure recruiting HR administration orientation and training compensation and benefits employee retention HR auditing Each section contains step-by-step guidelines, as well as forms and templates. This release includes a bilingual (English and Arabic) user interface, and many other new features requested by clients.    

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