Featured Documents related to » crm courses insurance

CRM for Financial and Insurance Markets Software Evaluation Reports
The software evaluation report for CRM for Financial and Insurance Markets provides extensive information about software capabilities or provided services. Covering everything in the CRM for Financial and Insurance Markets comprehensive model, the report is invaluable toward RFI and business requirements research.

Customer Relationship Management (CRM) RFP Templates
RFP templates for Customer Relationship Management (CRM) help you establish your selection criteria faster, at lower risks and costs.

Customer Relationship Management (CRM) Evaluation Center
Define your software requirements for Customer Relationship Management (CRM), see how vendors measure up, and choose the best solution.

Documents related to » crm courses insurance

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?

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3/1/2000

Delivering Superior Customer Value in Insurance
Effective management of customer data is a critical success factor for insurers. To provide products and service that stand out from the crowd, insurers need a 360-degree view of each customer that covers his or her entire experience with the company. Read this white paper on how information technology that supports tightly integrated, end-to-end business processes can increase insurer responsiveness and customer loyalty.

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12/22/2010 3:42:00 PM

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.

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5/31/2005 5:07:00 PM

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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5/10/2007 3:30:00 PM

Bridging the CRM Analysis Gap
On any given day, your interactions with a few strategic customers will make a huge long-term difference. But which few customers? A new type of analytic application, customer value management (CVM), answers the need to identify, analyze, and predict customer behavior. Using CVM enables companies to shift from campaign-centric to customer-centric analysis, and develop more individualized and profitable customer relationships.

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2/7/2007 9:19:00 AM

CRM Testing Throughout Implementation
In terms of strategic partnerships, the acquirer is responsible for judging how well customer relationship management (CRM) software will function on the equipment and at the site, and with staff, customers, and third-party applications. Acceptance testing involves three basic flavors: user acceptance, operational acceptance, and contractual acceptance. While it is not the only step involved when implementing a CRM system, testing is a fundamental way of finding information and will help you judge a system’s returns and pitfalls.

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10/13/2004

Social CRM—¡Viva la Revolución! » The TEC Blog

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01-11-2012

Why a Call-centric CRM?
Traditional CRM systems have evolved to be used by the entire company (sales, marketing, customer service, accounting, and management), but in doing so they have lost their focus on the primary user--sales. As such, salespeople get stuck with a CRM system that does not increase sales activity, but instead, bogs them down and decreases activity, which subsequently decreases sales. Download this report to learn the criteria that should dominate the decision as to which CRM should be used. This report is for sales people, sales managers, VPs, IT, customer service and general management (CEO, CTO, CFO). It should be required reading for anyone that is part of the CRM selection team.

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2/27/2012 11:09:00 AM

CRM Analytics Brings More Profitability
Targeting your best customers and personalizing your relationship with them, implies an in-depth understanding of their behavior.

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12/21/2002

When ERP and CRM Connect in the Cloud
Plex Online integrates with salesforce.com's Sales Cloud 2. TEC interviews Patrick Fetterman, vice president of marketing at Plex Systems. In early 2011 Plex Systems announced that it has integrated its software-as-a-service (SaaS) enterprise resource planning (ERP) product with salesforce.com’s Sales Cloud 2. The result is a cloud-based composite application focused on the lead management process. P.J. Jakovljevic, principal analyst at Technology Evaluation Centers (TEC), interviews Patrick Fetterman, Plex’s vice president of marketing.

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1/28/2011 8:34:00 AM

The Lexicon of CRM - Part 2: From J to Q
C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part two of a three-part article to provide explanation and meaning for most of the common CRM phraseology. Here, in alphabetical order, we continue the Lexicon of CRM.

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10/19/2001