X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 life insurance


Adrenalin Case Study: Bharti AXA Life Insurance


life insurance  Case Study: Bharti AXA Life Insurance

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 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  

Evaluate Now

Documents related to » life insurance

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.

life insurance  insurance carriers in the life, health, and property and casualty sectors in North America and Europe, as well as those with large, independent distribution channels or captive agents, should evaluate and consider Callidus TrueProducer. This is especially true for companies that still rely on a combination of inflexible legacy systems and pesky spreadsheets for complex incentive compensation plans. Such businesses should opt for packaged applications to improve the timeliness, accuracy, and visibility of 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 Response Management, Industry Vertical Module Availability, Product Technology

life insurance  base reference throughout the life-span of your CRM for Financial and Insurance Markets software project. Use this template to gather your CRM for Financial and Insurance Markets requirements, build RFIs and RFPs, and track the progress of your software implementation. Gather Your CRM for Financial and Insurance Markets Requirements Quickly and Effectively Identify and prioritize the features and functions you need instead of building a list from scratch. Easily add your company's unique CRM for Read More

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.

life insurance  are optimally suited to real-life requirements. Warning: this is a time-consuming and painstaking process. However, giving this step its due will reduce your chances of selecting an unsuitable system and increase your prospects of implementation success. Here's a litmus test that will help you determine whether you've got blind spots you need to overcome: Can you easily integrate the operational and IT systems resulting from organizational mergers or acquisitions? Can you search analytics data across Read More

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 largest companies in the world. The vendor is aiming to cement its leadership within the insurance sector.

life insurance  most needed in the life insurance area. It might be useful at this point to analyze typical producer administration business processes throughout the three major SPM phases mentioned previously. Namely, during the planning phase, life insurance carriers have to sign up, or on-board, a producer to sell their products, and design multiple and interlocking contract payment hierarchies and schedules (which are subject to the ever changing roles of producers and carrier product bundles). Traditionally, Read More

The Intelligent Customer Experience Life Cycle


Whether you’re a manufacturer, vendor, or customer service company, the increasing pressure to make sales and decrease service costs affects you. The key to its success is to look at your customer experiences as repeatable life cycles. Instead of viewing sales and service as independent challenges—solved by using disconnected software packages—an integrated solution that accelerates the total life cycle may be the answer.

life insurance  Intelligent Customer Experience Life Cycle Whether you’re a manufacturer, vendor, or customer service company, the increasing pressure to make sales and decrease service costs affects you. The key to its success is to look at your customer experiences as repeatable life cycles. Instead of viewing sales and service as independent challenges—solved by using disconnected software packages—an integrated solution that accelerates the total life cycle may be the answer. Read More

Identify and Leverage Your Existing Service Life Cycles


Service management has become critical for today’s organizations. To remain competitive, businesses need more appropriate services to support their customers, suppliers, and business partners. Discover how “service cycles” have evolved since the 1990s, learn how to make hidden service life cycles visible, and find out how, once they are visible, they can help you improve services and align IT with business objectives.

life insurance  Leverage Your Existing Service Life Cycles Only IBM offers integrated service management solutions for all industries — across business and IT — addressing the full service lifecycle, both within and beyond the datacenter. Discover how to transform your assets — traditional IT, physical, and emerging smart assets — into unique business value. Source: IBM Resources Related to Identify and Leverage Your Existing Service Life Cycles : Service Management (Wikipedia) Information Technology (IT) Read More

Cloud Computing Forecast—50% Chance of 483s! 3 Things You Should Do To Weather the Storm


And unfortunately, many casual users do not understand the full impact of their actions in the new computing frontier called the cloud. For those in life sciences companies, deploying solutions in the cloud may lead to unintentionally violating FDA regulations if the proper steps have not been taken to ensure FDA compliance.

life insurance  promise and benefits for life sciences companies of moving to the cloud are the same as in every industry: reduced CAPEX costs, more rapid deployment of technology, flexibility in meeting computing demands, and freed up IT resources allowing a greater focus on the company’s core competencies. The growing availability and easy access to cloud computing services on all stacks of the IT solution space is making it easier and easier for even casual users to access powerful infrastructure, platform, and 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.

life insurance  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. Read More

Application Life-Cycle Management for ERP: Overcoming the Barriers to Automation


Packaged enterprise resource planning (ERP) systems can be expensive and resource-intensive to implement, but they are critical to business. Disruptions due to application failures, performance problems, or unavailability come at a high price. ERP systems are highly change-oriented and must adapt; as a result, ERP teams are struggling to keep up. This white paper focuses on the issues surrounding the automation of the application life cycle for ERP systems. IDC conducted in-depth interviews with fifteen large PeopleSoft customers to better understand their challenges and needs.

life insurance  automation of the application life cycle for ERP systems. IDC conducted in-depth interviews with fifteen large PeopleSoft customers to better understand their challenges and needs. Read More

Product Life Cycle Management (PLM) in ProcessPart 3: Process PLM Requirements


A Process PLM system must accommodate rapid, global deployment of the system. This need drives specific requirements to minimize both the start-up and the long-term cost of ownership of the system. This article, third in a series details those requirements.

life insurance  Life Cycle Management (PLM) in ProcessPart 3: Process PLM Requirements Introduction In Part One of this series, we discussed Product Life Cycle Management as a proven concept in the discrete industries and as a growing concept in process. In Part Two we examined the motivations for a process company to undertake a PLM project. In this part, we explore the requirements for PLM in the process enterprises. In Part Two of this series, we stated that a comprehensive approach was required in order to Read More

Enabling Security in the Software Development Life Cycle


When companies discover new security vulnerabilities, they must retrofit the affected software with an appropriate patch and fend off the wrath of customers. Each newly discovered vulnerability results in a frantic patch, halfway deployed, and potentially opens up another hole. That’s why you should address security vulnerabilities during the software development process—before you get locked into a game of catch-up.

life insurance  in the Software Development Life Cycle Enabling Security in the Software Development Life Cycle If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Cenzic Hailstorm has been architected to address the security issues through the complete software development life cycle (SDLC) . It provides a development environment for applications security architects to build policies that define how applications are to be tested. Source : Cenzic Read More

FlexiFinancials Suite


Flexi develops the FlexiFinancials suite of enterprise financial accounting software, which is geared primarily to the banking, insurance, and financial services industries. Flexi also provides implementation and support services for FlexiFinancials. Flexi’s accounting capabilities help companies streamline their business processes and the product’s technology allows for seamless integration with their current applications through powerful and flexible APIs using Web services or COM+. Flexi's applications provide the flexibility to operate on various database platforms including Oracle and MS SQL Server. The fully integrated enterprise resource planning (ERP) accounting suite includes modules for general ledger, accounts payable, accounts receivable, fixed assets, purchasing, and projects. Flexi products also have built-in capabilities to help address internal security regulations and external compliance issues such as Sarbanes-Oxley (SOX) and the Health Insurance Portability and Accountability Act (HIPAA).      

life insurance  Suite Flexi develops the FlexiFinancials suite of enterprise financial accounting software, which is geared primarily to the banking, insurance, and financial services industries. Flexi also provides implementation and support services for FlexiFinancials. Flexi’s accounting capabilities help companies streamline their business processes and the product’s technology allows for seamless integration with their current applications through powerful and flexible APIs using Web services or Read More

ERP Fail: When Best Practices Meet Real Life


Open University PhD candidate Gabrielle Ford has a new perspective on why, despite an abundance of expert insight, so many ERP implementations continue to fail. TEC is collaborating with Ford to provide a 20-minute survey for ERP users, and is offering three-day free access to its evaluation models and vendor data to readers who complete the survey. Take the survey now. This post signals the start

life insurance  Best Practices Meet Real Life Open University PhD candidate Gabrielle Ford has a new perspective on why, despite an abundance of expert insight, so many ERP implementations continue to fail. TEC is collaborating with Ford to provide a 20-minute survey for ERP users , and is offering three-day free access to its evaluation models and vendor data to readers who complete the survey. Take the survey now . This post signals the start of several contributions from Ford regarding the relationship users have Read More