X
Start evaluating software now

 Security code
Already have a TEC account? Sign in here.
 
Don't have a TEC account? Register here.

CRM for Financial and Insurance Markets
CRM for Financial and Insurance Markets
Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or&n...
 

 license requirements insurance


How Can Insurance Carriers Retain and Reward True Producers?
The enterprise incentive management and sales performance management market is evolving rapidly. Callidus Software remains the vendor of choice for some of the

license requirements insurance  and payment schedule), and license and appointment data, which can be captured manually or, ideally, automatically. During the execution phase, carriers must track producers' demographics as well as manage their licenses and appointments (that is, any outstanding or impending renewal requirements), producer debts (such as tax liens and garnishes, company reimbursements, etc.), contract hierarchies, and payment and rate schedules. Finally, the overarching visibility process must address the viewing of all

Read More


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 Respons... Get this template

Read More
Start evaluating software now

 Security code
Already have a TEC account? Sign in here.
 
Don't have a TEC account? Register here.

CRM for Financial and Insurance Markets
CRM for Financial and Insurance Markets
Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or&n...

Documents related to » license requirements insurance

PeopleSoft Building Muscles To Overcome The Rough Patch Part 1


The year 2001, which was an exceptional year of financial performance for PeopleSoft, including record total revenue, record profit, and more than $500 million of generated cash, might have become its liability as well, as it might be quite difficult to repeat.

license requirements insurance  March 31, 2002, software license revenue declined 13% to $133 million, from $153 million in Q1 2001 (See Figure 1). Likewise, total Q1 2002 revenue was $483 million, a decline of 6% from $514 million a year ago, justified by the management with all-too-familiar slowdown in IT spending. Figure 1. However, income from recurring operations, however, increased by 28% to $46 million, up from $36 million in the same quarter of 2001, while net income for the first quarter of 2002 was $45 million. Other positives Read More

i2 Technologies at the Front of the Supply Chain


i2 Technologies is the largest and fastest growing vendor of supply chain management software with $456 million in revenue over the last twelve months and a 48% average growth rate over the last five years. Fueled by a powerful sales and marketing machine and corporate development strategy, i2 will maintain its lead through Y2K and beyond.

license requirements insurance  consistently high percentage of license revenues (see Fig. 2). Product flexibility: Rhythm provides the capability to satisfy a wide variety of functional requirements and business rules through its custom modeling language, OIL (Object Integration Language). Also, i2 offers a series of vertical industry templates, which allow customers to jump start their modeling effort. Fig. 2 Vendor Challenges Delivering on vision: While able to conceive and articulate architectural visions, i2 has been less successfu Read More

American Car Makers and Bad Management


In the news, and in a few publications, the Detroit (US) car makers have been blamed for "bad management." I would like to clarify that definition and ask your opinion. But first, my thoughts… An obligation of a business is to respond to customer demands. American customers demanded large SUVs, and gadgets for it that made the SUV a home away from home. What drove SUV sales is the

license requirements insurance  a gas fill-up and license registration. Computer systems today have done away with the manual paperwork that used to be required for each car sale. The car assembly line that integrates components made by hundreds of feeder businesses from the latter’s factories needs to be rethought. While just in time (JIT) and lean manufacturing is the norm, perhaps assembly lines are too much geared to mass production of a single vehicle model—a model that quickly fell out of popularity. Undo the virtual lockdown Read More

CRM: Big is Not Always the Best


Customer relationship management (CRM) solutions can range from simple contact managers (for a few hundred dollars) to multimillion-dollar enterprise applications that take years to implement. This is why over-buying a CRM system can be one of the most costly mistakes a company can make. But where should you start your research? And what steps should you take after that?

license requirements insurance  then you own the license outright with no future payments due. Your Next Steps As you can see, overbuying a CRM system can be a costly mistake. There are a wide range of CRM products in the market that focus on companies of all different shapes and sizes. From CRM systems that focus on the small business to mega CRM systems that cost millions of dollars that focus on the largest of companies – there is something out there for just about every company. We suggest you perform extremely diligent research t Read More

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.

license requirements insurance   Read More

Food and Beverage Industry: Overview of Software Requirements


The food and beverage industries have very special needs, many of which are externally regulated. Read on to discover some of the unique challenges and software requirements for these industries.

license requirements insurance  and Beverage Industry: Overview of Software Requirements Introduction The basic features and functions common to enterprise resource planning (ERP) and supply chain management (SCM) software will only be briefly discussed herein. It is assumed that the reader already has a good understanding of these capabilities relative to process manufacturing. However, if this is not the case and you want more information in this regard, please see my article entitled, Process Manufacturing Software: A Primer . Read More

The SaaS Dilemma: Deciding Between Cost and Benefits


There’s a disconnect in the way most software companies, even cloud-based software-as-a-service (SaaS) companies, license their systems. And it is all about the concept of "seats" or use licenses. Learn how the Plex Manufacturing Cloud licensing model paves the way for your success with unlimited seats.

license requirements insurance  based software-as-a-service (SaaS) companies, license their systems. And it is all about the concept of seats or use licenses. Learn how the Plex Manufacturing Cloud licensing model paves the way for your success with unlimited seats. Read More

Voting Technology: An Evaluation of Requirements and Solutions


The issues created by the use of punch card ballots, an obsolete technology, during the recent US Presidential election are similar to the ones that businesses confront every day when dealing with technological change. It is therefore instructive to examine voting technology issues in the way that most businesses would approach an important information technology decision.

license requirements insurance  Technology: An Evaluation of Requirements and Solutions Introduction Technological change impacts politics as well as business. The recent United States Presidential election sheds light on problems that can arise from the use of punch card ballots, an obsolete technology. Some observers are suggesting high-tech alternatives such as the Internet, while others viscerally distrust computer technology and would eschew it altogether. These issues are similar to the ones that businesses confront every Read More

Meet PCI DSS Compliance Requirements for Test Data with Data Masking


Whether you’re working toward your first or your next payment card industry (PCI) data security standard (DSS) audit, you know compliance is measured on a sliding scale. But full compliance can’t be achieved with just one policy or technology. Using data masking, a technology that alters sensitive information while preserving realism, production data can be eliminated from testing and development environments. Learn more.

license requirements insurance  PCI DSS Compliance Requirements for Test Data with Data Masking Whether you’re working toward your first or your next payment card industry (PCI) data security standard (DSS) audit, you know compliance is measured on a sliding scale. But full compliance can’t be achieved with just one policy or technology. Using data masking, a technology that alters sensitive information while preserving realism, production data can be eliminated from testing and development environments. Learn more. Read More

CRM for Financial and Insurance Markets


Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.

license requirements insurance  CRM for banks, CRM for banking, CRM insurance industry, financial services CRM, CRM industry, Compare CRM, CRM systems, CRM customer relationship management, CRM software, CRM comparison, top CRM, CRM software evaluation Read More

Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

license requirements insurance   Read More

Executive Guide to Business and Software Requirements


The concept of getting business requirements right sounds straightforward. However, flawed requirements trigger 70 percent of project failures. The larger the number of stakeholder groups involved, and the more complex the processes, the more likely a project will fail. Success in large projects is not just about completeness, but also about getting complete requirements information early in the development process.

license requirements insurance  Guide to Business and Software Requirements The concept of getting business requirements right sounds straightforward. However, flawed requirements trigger 70 percent of project failures. The larger the number of stakeholder groups involved, and the more complex the processes, the more likely a project will fail. Success in large projects is not just about completeness, but also about getting complete requirements information early in the development process. Read More

Ease SOX Requirements with IBS Software


The US Sarbanes-Oxley Act (SOX) addresses the issues of corporate fiscal accountability, accounting standards and practices, and reporting, as well as investor confidence in publicly owned corporations. SOX thus presents challenges to satisfy regulatory requirements, as well as opportunities to improve processes. That's why SOX compliance can be aided by an integrated, automated enterprise resource planning (ERP) solution.

license requirements insurance  SOX Requirements with IBS Software The US Sarbanes-Oxley Act (SOX) addresses the issues of corporate fiscal accountability, accounting standards and practices, and reporting, as well as investor confidence in publicly owned corporations. SOX thus presents challenges to satisfy regulatory requirements, as well as opportunities to improve processes. That's why SOX compliance can be aided by an integrated, automated enterprise resource planning (ERP) solution. Read More

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.

license requirements insurance  service,case,Ultimate,insurance,communication,HR Read More