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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 proposal language


Information Security 101: an Introduction to Being Compliant and Protecting Your Assets
E-mail, Internet access, and collaborative tools (whether a phone system’s conferencing capabilities, or document-sharing applications) are “must-haves” for

insurance proposal language  Standards Council, the Health Insurance Portability and Accountability Act (HIPAA), the Gramm-Leach-Bliley Act (GLBA), or in Japan, the Financial Instruments and Exchange Law (J-SOX) and the Protection of Personal Information Law · Capture, monitor, and keep financial file logs (from financial reporting systems) for at least one year, for SOX audits Information Security Slip Ups—or Why Chains around Your Computer Hardware Won’t Keep Your Data Safe When hackers access the credit card numbers (or

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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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Meeting Configure One at PlanetPTC Live 2011


My recent attendance of the PlanetPTC Live 2011 event was a great learning experience. Look for an article with my impressions on the conference and on PTC’s strategy with regards to the novel PTC Creo suite of design applications leveraging both the direct and parametric modeling (and in the wake of the release of nine Creo 1.0 applications), embedded software lifecycle management (with the MKS

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Q2O Systems: Solutions for Quotation Management and Pricing Configuration


Quote-to-order systems include quotation management and pricing configuration solutions. Pricing configuration engines automate pricing and quoting processes for manufacturers with complex requirements. Their benefits include quotes that are quick and accurate, leading to increased customer satisfaction.

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Quote-to-order: The Major Players in the Manufacturing Arena


The latest generation of quote-to-order systems uses knowledge-based software to help reduce an organization’s dependence on its highly skilled experts. The ability to harness a company’s intellectual property and know-how helps build competitive advantage.

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Quote-to-order: One Big, Lean Machine Adds High Tech to Its Mix


BigMachines differentiates itself in the quote-to-order (Q2O) sphere due to its solutions’ lean end-to-end, inquiry-to-order focus. Although there are other vendors offering Q2O as a service, BigMachines product is arguably more flexible, as high tech manufacturers may be noting.

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Secure Analytics: Maximizing Data Quality and Minimizing Risk for Banking and Insurance Firms


Do you use real customer profiles and statistics to drive marketing efforts, or real employee data for salary or benefit analysis? While these activities are critical to success, they can put you at risk for a data breach. But with a data security system, you can maintain the data’s original properties, while giving clearance for key business activities to proceed. Learn how to assure your sensitive data is protected.

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Westwood Insurance Chooses MAS 500 for Integration Capabilities


For ten years, California (US)-based Westwood Insurance used an off-site bureau for all accounting, financial, and insurance data management. In 1996, the rapidly growing division of the century-old company decided to bring its systems in-house in order to improve productivity and cost effectiveness. After an evaluation of three accounting systems, the company turned to MAS 500.

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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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Prophet 21


Prophet 21 enterprise software solution for wholesale distribution, utilizes a Windows-based platform and a Structured Query Language (SQL) Server database. This technology gives Prophet 21the familiarity of other Windows programs and can shorten the learning curve for new users. Prophet 21 includes the following functionality: order management, which features one-screen quote and order entry, customer relationship management (CRM), and pricing and availability features; inventory management, which can help reduce inventory levels while improving customer service; warehouse management, which provides flexible real-time control, and is designed to help minimize inventory losses, decrease shipping errors, and increase profitability; purchasing, which automates processes from a centralized location in order to optimize buying power and inventory levels across multiple warehouses and stocking locations; financial management, which includes real-time general ledger capabilities as well as cash collections and accounts receivable processes; and reporting and analysis. In addition, Prophet 21 is fully compatible with Trading Partner Connect, which can help streamline the commerce process between distributors, manufacturers/suppliers, and end users. Prophet 21 can be implemented either on site or remotely via an application service provider (ASP) or a hardware hosting option.

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You Say RFI, I Say Riffy: Why You and Your Vendor Need to Speak the Same Language


When ideas fail, words come in very handy. - Johann Wolfgang von Goethe Software Selection Pitfalls Quick, what’s the number-one pitfall of the software selection process? If you said “budget, buy-in, and boardroom politics,” you’re wrong. Because that’s three pitfalls. We’ll get into those another time. Miscommunication, on the other hand, will torpedo your software

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The Data Warehouse RFP


If you don’t have a data warehouse, you’re probably considering drafting a request for proposal (RFP) to screen vendors and ensure that your receive satisfactory information about the features of various hardware and software and their price. Writing an effective RFP that is well structured and includes different metrics will ensure that you receive the information you need and will make you look good.

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