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Software Functionality Revealed in Detail
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 insurance

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. 

Evaluate Now

Documents related to » insurance

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:

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 Read More

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?

insurance  Market for Security Insurance Event Summary In light of the heightened exposure various companies are facing regarding website, network, and system security compromises, insurance brokers are jumping on the bandwagon, offering customized Security Insurance Polices that protect companies with information technology infrastructures against numerous risks not covered by their required standard corporate General Liability Insurance Policy. Some of the kinds of protections these policies cover are: Loss due Read More

How One Vendor's Software Solutions Address the Insurance Industry's Unique Issues


Callidus Software's latest enterprise incentive management and sales performance management product suite for the insurance sector aims at helping insurance carriers improve agent retention and at providing producers with the best service possible.

insurance  Software Solutions Address the Insurance Industry''s Unique Issues In an effort to establish itself in the insurance industry as a leading provider of software solutions, Callidus Software , a San Jose, California (US)-based vendor of sales performance management (SPM) and enterprise incentive management (EIM) solutions, has launched a product suite to address the unique issues that insurance carriers must contend with regularly. For more background, please see How Can Insurance Carriers Retain and Reward Read More

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.

insurance  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. Read More

Case Study: Euclid Insurance


Euclid Insurance needed to allow clients and carriers to securely transfer sensitive data without straining the company’s IT resources or forcing use of cumbersome encryption keys. Euclid standardized its data security with an online data storage solution. Find out about the benefits, including secure online file sharing and collaboration; auditable document access for regulatory compliance; and lower cost of operations.

insurance  Study: Euclid Insurance Euclid Insurance needed to allow clients and carriers to securely transfer sensitive data without straining the company’s IT resources or forcing use of cumbersome encryption keys. Euclid standardized its data security with an online data storage solution. Find out about the benefits, including secure online file sharing and collaboration; auditable document access for regulatory compliance; and lower cost of operations. Read More

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.

insurance  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. Read More

HUB International Selects Kronos Cloud WFM


HUB International, a large insurance brokerage, recently selected workforce management (WFM) software from Kronos Inc. The solution will be deployed in the Kronos Cloud, whereby the vendor will manage processes for 8,000 HUB International employees across 250 locations in the U.S and Canada, and perform all configuration, maintenance, upgrades, and support of the solution.

insurance  HUB International, a large insurance brokerage, recently selected workforce management (WFM) software from Kronos Inc . The solution will be deployed in the Kronos Cloud, whereby the vendor will manage processes for 8,000 HUB International employees across 250 locations in the U.S and Canada, and perform all configuration, maintenance, upgrades, and support of the solution. HUB International selected Kronos’ time and attendance (T&A), employee scheduling, and absence management applications to replace Read More

Sizing the Enterprise Incentive Management Opportunity-And the Challenges Ahead


Pure-play enterprise incentive management (EIM) vendors who have focused on providing the capability to manage highly complex compensation systems will be well positioned to take advantage of the major growth projected in the EIM market.

insurance  growth prediction in the insurance industry, where EIM solutions are primarily driven by bonus and commission payouts, but there is also a projected increase of insurance sales agents through 2014 that should boost EIM expenditures. Distribution channel management has become a key differentiator for insurance companies in the current difficult investment and claims environment. Namely, the insurance industry has become increasingly focused on brokers and alternative distribution channels over the past Read More

Computer Information Enterprises (CIE)


The company was founded in 1978 and incorporated in the state of California in 1982. As a custom programming operation, it worked with such major clients as Aetna Life Insurance, Mervyn’s, Playtex and Vons. In the mid-90’s the founder recognized an opportunity to transition itself with the development of a document imaging product within the Solomon IV accounting ERP system and became the first such company to seamlessly integrate with that platform. In 1996 it deployed its first document management product to the Solomon marketplace and over the next several years began to roll-out its solution to the then named Solomon and Great Plains market. In 2002 the company introduced its product in the Sage MAS500 market and in 2004, introduced its product for Sage 100 ERP

insurance  clients as Aetna Life Insurance, Mervyn’s, Playtex and Vons. In the mid-90’s the founder recognized an opportunity to transition itself with the development of a document imaging product within the Solomon IV accounting ERP system and became the first such company to seamlessly integrate with that platform. In 1996 it deployed its first document management product to the Solomon marketplace and over the next several years began to roll-out its solution to the then named Solomon and Great Plains Read More

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.

insurance  management systems (TMSs), banking, insurance, and telecom applications. INITECHS is headquartered in Marietta, Georgia (US), and has offices in Singapore. Read More

Case Study: Interdyn


Interdyn, a solution integrator specializing in the Microsoft Dynamics line, showed an insurance brokerage how to access the data locked in its customer relationship management (CRM) system. After being shown a business intelligence (BI) solution made just for Dynamics CRM, the client immediately saw the value of having its CRM data presented in visual reports using dashboards showing multiple metrics. Learn more.

insurance  Dynamics line, showed an insurance brokerage how to access the data locked in its customer relationship management (CRM) system. After being shown a business intelligence (BI) solution made just for Dynamics CRM, the client immediately saw the value of having its CRM data presented in visual reports using dashboards showing multiple metrics. Learn more. Read More

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.

insurance  for Financial and Insurance Markets Software Evaluation Report TEC''s CRM for Financial and Insurance Markets Software Evaluation Report allows you to compare and analyze the features, functions, and services of multiple enterprise software solutions. Vendor responses are comprehensively rated on their level of support of for each criterion (supported, not supported, customization, future releases, etc.) to ensure you make and accurate and informed decision. This Software Evaluation Report provides Read More

What Is the Value Proposition of Support and Maintenance?


Mature systems in any enterprise require an approach different from newer implementations to software support—one that focuses on customization, interoperability, and performance support. Yet despite this fact, most vendors continue to offer the same one-size-fits-all models of support.

insurance  seem more like an insurance policy benefit. What this means is that the older the code is, the lower the value of maintenance. However, the older the code, the higher the customer''s risk is if system upgrades are made that require changing the code. New releases, upgrades, and enhancements is the next area this group discussed, whereby the vendor provides periodic new releases that offer enhanced technical and functional capabilities. If users usually adopt these software enhancements, then this section Read More

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.

insurance  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. Read More

ORSYS


Founded in San Juan, Puerto Rico in 2002, ORSYS Consulting, Inc. is an IT consulting services organization providing support in business areas such as Government, Banking, Insurance, Chemical and Petroleum. Our high-quality products and services are the result of more than 15 years of combined hands-on experience successfully implementing accurate solutions among several clients and several business areas. This Added-Value allow us not only to provide the best solution to the immediate necessities, but to establish a relationship with our clients in order that we will always be prepared to provide the level of service that our clients deserve and expect from us

insurance  such as Government, Banking, Insurance, Chemical and Petroleum. Our high-quality products and services are the result of more than 15 years of combined hands-on experience successfully implementing accurate solutions among several clients and several business areas. This Added-Value allow us not only to provide the best solution to the immediate necessities, but to establish a relationship with our clients in order that we will always be prepared to provide the level of service that our clients deserve Read More