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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

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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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Enterprise CRM Platform (ECP)
ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in

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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. 

Evaluate Now

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Guidewire Performance Management Guide


Insurance organizations are constantly replacing legacy systems and practices with streamlined ones that help them compete better. This brochure from Riverbed looks at Guidewire.

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Benefits Management Benchmark: Technology Automation and Employee Self-service


To many executives, health insurance cost increases are as predictable as death and taxes. That’s why best-in-class organizations are embracing strategies which optimize benefit cost per employee. To succeed, these companies focus on wellness programs, clear communications about benefits choices, and benefits automation as part of an integrated system. And to compete effectively, other organizations will need to follow suit.

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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.

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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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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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Onyx-Delivering Excellence in Insurance


Customer process management (CPM)—the convergence of customer relationship management (CRM) and business process management (BPM)—can deliver significant gains in efficiency and standardization for insurance companies. Whether it’s providing real-time quotations for insurance policies, identifying cross-selling and renewal opportunities, or managing claims, CPM extends across the enterprise to ensure that each customer interaction becomes an opportunity for service excellence.

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Enhanced Social and Mobile Capabilities for Concurforce


With a projected $0.5 billion in revenues in 2012, Concur Technologies is the leading provider of integrated travel and expense (T@E) management solutions. The company helps individuals and organizations make sure that their expense reports are in tune with their budgets and accounting rules. Concur’s Web-based and mobile solution suite, Concur T@E Cloud, enables businesses to automate and

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The Travel and Expense Management Guide for 2014: Trends for the Future


Organizations typically spend 10 percent or more of their annual budget on expenses related to business travel. They need to reevaluate existing strategies for travel and expense management, how to overcome key challenges, and structure a robust program that balances core competencies and modern technology enablers. This paper focuses on the general business trends and economic challenges organizations face today.

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Spyware Meets HIPAA


With the advent of the US Health Insurance Portability and Accountability Act (HIPAA), security is no longer optional for health care organizations. As spyware risks grow, they must ensure that data is protected from unauthorized disclosure, and that it is available when needed. Thus, implementing anti-spyware measures is both a good business practice and a move towards ensuring regulatory compliance.

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HIPAA Compliance and the eSureIT Online Backup Service


The US Health Insurance Portability and Accountability Act (HIPAA) of 1996 applies to health care providers, health plans, and clearing houses that electronically maintain or transmit health information. Among other things, these entities are required to have data backup plans, disaster recovery plans, and emergency mode operation plans. Fortunately, there is a way to meet these security and contingency requirements.

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